Skip to main content

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
CIBC Private Wealth Group, LLC0$00.00%−909−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−426−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−449−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−416−100.0%Sold out
Pinnacle Bancorp, Inc.0$00.00%−395−100.0%Sold out
Winch Advisory Services, LLC0$00.00%−287−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−278−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−263−100.0%Sold out
Penserra Capital Management LLC0$00.00%−239−100.0%Sold out
HC Financial Advisors Inc0$00.00%−180−100.0%Sold out
Macroview Investment Management LLC0$00.00%−137−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−110−100.0%Sold out
Atlantic Trust, LLC0$00.00%−112−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−100−100.0%Sold out
Herold Advisors, Inc.0$00.00%−100−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−95−100.0%Sold out
Econ Financial Services Corp0$00.00%−54−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−48−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−50−100.0%Sold out
Piscataqua Savings Bank0$00.00%−50−100.0%Sold out
Ogorek Anthony Joseph0$00.00%−35−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−26−100.0%Sold out
City Holding Co0$00.00%−20−100.0%Sold out
Creative Financial Designs Inc0$00.00%−20−100.0%Sold out
Private Ocean, LLC0$00.00%−18−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−11−100.0%Sold out
Berkshire Capital Holdings Inc0$00.00%−10−100.0%Sold out
Horrell Capital Management, Inc.0$00.00%−8−100.0%Sold out
Asset Dedication, LLC0$00.00%−5−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−5−100.0%Sold out
Harvest Group Wealth Management, LLC0$00.00%−11−100.0%Sold out
PEAK6 Investments LLC0$00.00%−10−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−4−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−2−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
SJS Investment Consulting Inc.––––Not filed
Holloway Wealth Management, LLC––––Not filed