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Upstart Holdings, Inc.

UPST
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001647639

In the last 90 days, Upstart Holdings, Inc. insiders filed 1 open-market purchase and 8 sales; 370 institutions reported holding it in 13F filings for Q2 2026, worth $2.07B in total; Coatue Management is the only superinvestor holding it.

13F holders, Q2 2022

Institutional positions in Upstart Holdings, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
347
−145 vs. Q1 2022
Shares held
37.1M
−3.41M (−8.4%) vs. Q1 2022
Total value
$1.17B
−$3.24B (−73.5%) vs. Q1 2022
New holders
42
154 more added
Sold out
187
93 more reduced

4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UPST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 347 institutions
Q1 2021: 132 institutionsQ2 2021: 254 institutionsQ3 2021: 428 institutionsQ4 2021: 480 institutionsQ1 2022: 496 institutionsQ2 2022: 347 institutionsQ3 2022: 306 institutionsQ4 2022: 267 institutionsQ1 2023: 266 institutionsQ2 2023: 303 institutionsQ3 2023: 291 institutionsQ4 2023: 334 institutionsQ1 2024: 278 institutionsQ2 2024: 275 institutionsQ3 2024: 349 institutionsQ4 2024: 391 institutionsQ1 2025: 387 institutionsQ2 2025: 421 institutionsQ3 2025: 412 institutionsQ4 2025: 393 institutionsQ1 2026: 340 institutionsQ2 2026: 370 institutions
Value heldQ2 2022: $1.17B
Q1 2021: $5.12BQ2 2021: $5.00BQ3 2021: $13.3BQ4 2021: $5.83BQ1 2022: $4.43BQ2 2022: $1.17BQ3 2022: $658.8MQ4 2022: $388.9MQ1 2023: $471.6MQ2 2023: $1.30BQ3 2023: $1.08BQ4 2023: $1.70BQ1 2024: $1.00BQ2 2024: $919.5MQ3 2024: $1.99BQ4 2024: $3.59BQ1 2025: $2.77BQ2 2025: $3.98BQ3 2025: $3.27BQ4 2025: $2.83BQ1 2026: $1.45BQ2 2026: $2.07B
Institutions holding UPST and their total value by quarter
QuarterHoldersValue
Q2 2026370$2.07B
Q1 2026340$1.45B
Q4 2025393$2.83B
Q3 2025412$3.27B
Q2 2025421$3.98B
Q1 2025387$2.77B
Q4 2024391$3.59B
Q3 2024349$1.99B
Q2 2024275$919.5M
Q1 2024278$1.00B
Q4 2023334$1.70B
Q3 2023291$1.08B
Q2 2023303$1.30B
Q1 2023266$471.6M
Q4 2022267$388.9M
Q3 2022306$658.8M
Q2 2022347$1.17B
Q1 2022496$4.43B
Q4 2021480$5.83B
Q3 2021428$13.3B
Q2 2021254$5.00B
Q1 2021132$5.12B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q1 2022.

Institutions holding UPST in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Corton Capital Inc.0$00.00%−5,711−100.0%Sold out
Xponance, Inc.0$00.00%−5,553−100.0%Sold out
ACT Capital Management, LLC0$00.00%−5,500−100.0%Sold out
Independent Solutions Wealth Management, LLC0$00.00%−5,498−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−5,361−100.0%Sold out
Souders Financial Advisors0$00.00%−5,089−100.0%Sold out
Morse Asset Management, Inc0$00.00%−5,030−100.0%Sold out
Bank of Hawaii0$00.00%−4,990−100.0%Sold out
Navalign, LLC0$00.00%−7,329−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−4,706−100.0%Sold out
Donoghue Forlines LLC0$00.00%−4,706−100.0%Sold out
Lincoln National Corp0$00.00%−4,604−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−4,607−100.0%Sold out
Toroso Investments, LLC0$00.00%−4,483−100.0%Sold out
Charles Schwab Investment Advisory, Inc.0$00.00%−4,371−100.0%Sold out
Stephens Inc0$00.00%−4,310−100.0%Sold out
Seaport Global Advisors, LLC0$00.00%−4,257−100.0%Sold out
Advisory Research Inc0$00.00%−4,196−100.0%Sold out
RBF Capital, LLC0$00.00%−4,000−100.0%Sold out
ProShare Advisors LLC0$00.00%−4,185−100.0%Sold out
Western Wealth Management, LLC0$00.00%−4,186−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−4,100−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−4,063−100.0%Sold out
Asset Management Corp0$00.00%−4,041−100.0%Sold out
Sciencast Management LP0$00.00%−4,574−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−4,010−100.0%Sold out
Delphia (USA) Inc.0$00.00%−4,009−100.0%Sold out
Parametrica Management Ltd0$00.00%−3,982−100.0%Sold out
Cypress Point Wealth Management, LLC0$00.00%−3,942−100.0%Sold out
XR Securities LLC0$00.00%−3,929−100.0%Sold out
Aft, Forsyth & Company, Inc.0$00.00%−3,870−100.0%Sold out
IAM Advisory, LLC0$00.00%−3,822−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−3,800−100.0%Sold out
Titus Wealth Management0$00.00%−3,771−100.0%Sold out
Kaizen Financial Strategies0$00.00%−3,725−100.0%Sold out
Harbour Capital Advisors, LLC0$00.00%−3,535−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−3,538−100.0%Sold out
Lazard Asset Management LLC0$00.00%−3,536−100.0%Sold out
Nwam LLC0$00.00%−3,527−100.0%Sold out
Park Avenue Securities LLC0$00.00%−3,520−100.0%Sold out
KG&L Capital Management,LLC0$00.00%−3,523−100.0%Sold out
Wealth Advisors, Inc.0$00.00%−3,477−100.0%Sold out
Paloma Partners Management Co0$00.00%−3,466−100.0%Sold out
CIBC Asset Management Inc0$00.00%−3,443−100.0%Sold out
Keudell/Morrison Wealth Management0$00.00%−3,450−100.0%Sold out
Washburn Capital Management, Inc.0$00.00%−3,440−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−3,435−100.0%Sold out
Blair William & Co0$00.00%−3,218−100.0%Sold out
Cherry Creek Investment Advisors, Inc.0$00.00%−3,204−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−3,052−100.0%Sold out
Rossmore Private Capital0$00.00%−3,042−100.0%Sold out
StoneX Group Inc.0$00.00%−3,016−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−3,010−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−3,000−100.0%Sold out
Warren Street Wealth Advisors, LLC0$00.00%−3,000−100.0%Sold out
Evoke Wealth, LLC0$00.00%−3,000−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−2,919−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−2,867−100.0%Sold out
Capital CS Group, LLC0$00.00%−2,791−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−2,626−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−2,570−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−2,474−100.0%Sold out
Purus Wealth Management, LLC0$00.00%−2,427−100.0%Sold out
Commons Capital, LLC0$00.00%−2,400−100.0%Sold out
Liberty One Investment Management, LLC0$00.00%−2,382−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−2,350−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−2,332−100.0%Sold out
First National Bank0$00.00%−2,257−100.0%Sold out
Perennial Investment Advisors, LLC0$00.00%−2,259−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−2,201−100.0%Sold out
Aigen Investment Management, LP0$00.00%−2,198−100.0%Sold out
South Shore Capital Advisors0$00.00%−2,194−100.0%Sold out
First Foundation Advisors0$00.00%−2,174−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−2,122−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−2,086−100.0%Sold out
Guggenheim Capital LLC0$00.00%−2,101−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,094−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−2,094−100.0%Sold out
Jump Financial, LLC0$00.00%−2,067−100.0%Sold out
Simplify Asset Management Inc.0$00.00%−2,050−100.0%Sold out
CWA Asset Management Group, LLC0$00.00%−2,035−100.0%Sold out
Edmonds Duncan Registered Investment Advisors, LLC0$00.00%−2,038−100.0%Sold out
Permian Investment Partners, LP0$00.00%−2,011−100.0%Sold out
Novare Capital Management LLC0$00.00%−2,000−100.0%Sold out
LGT Fund Management Co Ltd.0$00.00%−2,000−100.0%Sold out
Cetera Advisors LLC0$00.00%−1,978−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−1,968−100.0%Sold out
Good Life Advisors, LLC0$00.00%−1,969−100.0%Sold out
Pearl River Capital, LLC0$00.00%−1,966−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−1,939−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−1,924−100.0%Sold out
Intersect Capital LLC0$00.00%−1,880−100.0%Sold out
Brown Advisory Inc0$00.00%−1,872−100.0%Sold out
Sumitomo Mitsui DS Asset Management Company, Ltd0$00.00%−1,861−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−1,861−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−1,750−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−1,599−100.0%Sold out
Apollo Management Holdings, L.P.0$00.00%−1,336−100.0%Sold out
Knuff & Co LLC0$00.00%−1,200−100.0%Sold out
TCWP LLC0$00.00%−1,158−100.0%Sold out