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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 370 | $2.07B |
| Q1 2026 | 340 | $1.45B |
| Q4 2025 | 393 | $2.83B |
| Q3 2025 | 412 | $3.27B |
| Q2 2025 | 421 | $3.98B |
| Q1 2025 | 387 | $2.77B |
| Q4 2024 | 391 | $3.59B |
| Q3 2024 | 349 | $1.99B |
| Q2 2024 | 275 | $919.5M |
| Q1 2024 | 278 | $1.00B |
| Q4 2023 | 334 | $1.70B |
| Q3 2023 | 291 | $1.08B |
| Q2 2023 | 303 | $1.30B |
| Q1 2023 | 266 | $471.6M |
| Q4 2022 | 267 | $388.9M |
| Q3 2022 | 306 | $658.8M |
| Q2 2022 | 347 | $1.17B |
| Q1 2022 | 496 | $4.43B |
| Q4 2021 | 480 | $5.83B |
| Q3 2021 | 428 | $13.3B |
| Q2 2021 | 254 | $5.00B |
| Q1 2021 | 132 | $5.12B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 28,875 | $913.0K | 0.14% | +9,609+49.9% | Added |
| AtonRa Partners | 27,871 | $881.0K | 0.81% | +7,787+38.8% | Added |
| Ergoteles LLC | 27,501 | $870.0K | 0.03% | +27,501 | New |
| Tower Research Capital LLC (TRC) | 24,794 | $783.0K | 0.02% | +15,860+177.5% | Added |
| Neuberger Berman Group LLC | 23,911 | $756.0K | 0.00% | −36,129−60.2% | Reduced |
| Rafferty Asset Management, LLC | 23,710 | $750.0K | 0.01% | −930−3.8% | Reduced |
| Aviva PLC | 23,208 | $734.0K | 0.00% | +20,235+680.6% | Added |
| Kamunting Street Capital Management, L.P. | 22,406 | $708.0K | 1.16% | −11,454−33.8% | Reduced |
| Triumph Capital Management | 19,110 | $604.0K | 0.32% | +12,416+185.5% | Added |
| Arizona State Retirement System | 18,768 | $593.0K | 0.01% | +7,361+64.5% | Added |
| Asset Management One Co.,Ltd. | 17,784 | $562.0K | 0.00% | +2,989+20.2% | Added |
| Griffin Asset Management, Inc. | 17,659 | $558.0K | 0.09% | +1,148+7.0% | Added |
| Vontobel Holding Ltd. | 17,264 | $556.0K | 0.01% | +7,722+80.9% | Added |
| US Bancorp | 17,548 | $555.0K | 0.00% | −124−0.7% | Reduced |
| Kore Private Wealth LLC | 17,500 | $553.0K | 0.09% | 00.0% | Unchanged |
| Natixis | 17,099 | $541.0K | 0.00% | −12,009−41.3% | Reduced |
| AE Wealth Management LLC | 17,091 | $540.0K | 0.00% | −15,930−48.2% | Reduced |
| Victory Capital Management Inc | 17,002 | $538.0K | 0.00% | −4,663−21.5% | Reduced |
| Ieq Capital, LLC | 16,815 | $532.0K | 0.02% | −4,748−22.0% | Reduced |
| Van Hulzen Asset Management, LLC | 16,758 | $530.0K | 0.06% | +10,388+163.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,205 | $512.0K | 0.01% | +9,900+157.0% | Added |
| HAP Trading, LLC | 16,123 | $510.0K | 0.06% | −32,530−66.9% | Reduced |
| Storebrand Asset Management AS | 16,105 | $509.2K | 0.00% | +11,737+268.7% | Added |
| Citadel Advisors LLC | 15,689 | $496.0K | 0.00% | −3,734−19.2% | Reduced |
| GMT Capital Corp | 15,700 | $496.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15,612 | $494.0K | 0.20% | −1,684−9.7% | Reduced |
| Nomura Asset Management Co Ltd | 15,610 | $493.6K | 0.00% | +6,800+77.2% | Added |
| Synergy Financial Group, LTD | 15,202 | $481.0K | 0.75% | +2,113+16.1% | Added |
| Nisa Investment Advisors, LLC | 15,200 | $481.0K | 0.00% | +13,100+623.8% | Added |
| National Asset Management, Inc. | 14,973 | $474.0K | 0.02% | −10,882−42.1% | Reduced |
| Toronto Dominion Bank | 15,002 | $474.0K | 0.00% | +6,229+71.0% | Added |
| Valeo Financial Advisors, LLC | 14,874 | $470.0K | 0.03% | +6,220+71.9% | Added |
| MML Investors Services, LLC | 14,524 | $459.0K | 0.00% | +4,927+51.3% | Added |
| Prospera Financial Services Inc | 14,067 | $445.0K | 0.02% | +3,202+29.5% | Added |
| FMR LLC | 14,056 | $444.0K | 0.00% | +2,682+23.6% | Added |
| Eaton Vance Management | 13,970 | $442.0K | 0.00% | +13,970 | New |
| Amalgamated Bank | 13,805 | $437.0K | 0.00% | +2,924+26.9% | Added |
| Voya Investment Management LLC | 13,775 | $436.0K | 0.00% | −9,572−41.0% | Reduced |
| D. E. Shaw & Co., Inc. | 13,608 | $430.0K | 0.00% | −73,796−84.4% | Reduced |
| CIBC World Markets Inc. | 13,572 | $429.0K | 0.00% | −924−6.4% | Reduced |
| Verition Fund Management LLC | 13,355 | $422.0K | 0.01% | −2,025−13.2% | Reduced |
| Perigon Wealth Management, LLC | 13,360 | $422.0K | 0.04% | +3,892+41.1% | Added |
| Strategic Wealth Advisors Group, LLC | 12,480 | $419.0K | 0.02% | +12,480 | New |
| Envestnet Asset Management Inc | 13,118 | $415.0K | 0.00% | +1,307+11.1% | Added |
| Creative Planning | 13,000 | $411.0K | 0.00% | +4,546+53.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 13,010 | $411.0K | 0.00% | +7,110+120.5% | Added |
| Malaga Cove Capital, LLC | 12,881 | $405.0K | 0.23% | +100+0.8% | Added |
| Private Advisor Group, LLC | 12,230 | $387.0K | 0.00% | +6,045+97.7% | Added |
| Versor Investments LP | 11,736 | $371.0K | 0.01% | +11,736 | New |
| Longitude (Cayman) Ltd. | 11,700 | $370.0K | 0.74% | −300−2.5% | Reduced |
| USS Investment Management Ltd | 11,579 | $366.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,296 | $357.0K | 0.01% | +7,392+189.3% | Added |
| Cutler Group LP | 11,101 | $351.0K | 0.05% | −4,820−30.3% | Reduced |
| Gladstone Institutional Advisory LLC | 10,751 | $340.0K | 0.03% | −2,916−21.3% | Reduced |
| Mercer Global Advisors Inc | 10,616 | $336.0K | 0.00% | −3,309−23.8% | Reduced |
| Wedbush Securities Inc | 10,568 | $334.0K | 0.02% | +1,431+15.7% | Added |
| Bridgewater Advisors Inc. | 10,537 | $333.0K | 0.07% | +5,033+91.4% | Added |
| Dimensional Fund Advisors LP | 10,149 | $321.0K | 0.00% | +531+5.5% | Added |
| Annandale Capital, LLC | 10,020 | $317.0K | 0.13% | +10,020 | New |
| Kercheville Advisors, LLC | 10,000 | $316.0K | 0.21% | −1,780−15.1% | Reduced |
| Bayesian Capital Management, LP | 10,000 | $316.0K | 0.06% | +6,547+189.6% | Added |
| Stratos Wealth Partners, LTD. | 9,836 | $311.0K | 0.01% | +3,605+57.9% | Added |
| Cetera Investment Advisers | 9,761 | $309.0K | 0.00% | +6,165+171.4% | Added |
| Principal Financial Group Inc | 9,692 | $307.0K | 0.00% | +4,933+103.7% | Added |
| Hilltop Holdings Inc. | 9,688 | $306.0K | 0.04% | +9,688 | New |
| Teacher Retirement System of Texas | 9,645 | $305.0K | 0.00% | +1,078+12.6% | Added |
| Handelsbanken Fonder AB | 9,600 | $304.0K | 0.00% | −26,971−73.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,504 | $301.0K | 0.00% | +6,054+175.5% | Added |
| Baird Financial Group, Inc. | 9,416 | $298.0K | 0.00% | +2,813+42.6% | Added |
| Cetera Advisor Networks LLC | 9,424 | $298.0K | 0.00% | +5,719+154.4% | Added |
| D.A. Davidson & Co. | 8,831 | $279.0K | 0.00% | −4,866−35.5% | Reduced |
| Harbour Investments, Inc. | 8,708 | $275.0K | 0.02% | +8,708 | New |
| Harel Insurance Investments & Financial Services Ltd. | 8,454 | $268.0K | 0.01% | −9,960−54.1% | Reduced |
| Kestra Advisory Services, LLC | 8,459 | $267.0K | 0.00% | −16,362−65.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 8,205 | $259.0K | 0.02% | +2,963+56.5% | Added |
| Nissay Asset Management Corp | 8,203 | $259.0K | 0.00% | +3,480+73.7% | Added |
| JustInvest LLC | 8,145 | $258.0K | 0.01% | +2,750+51.0% | Added |
| Squarepoint Ops LLC | 8,036 | $254.0K | 0.00% | −9,601−54.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $253.0K | 0.12% | 00.0% | Unchanged |
| Truist Financial Corp | 8,036 | $253.0K | 0.00% | +4,934+159.1% | Added |
| GWM Advisors LLC | 7,959 | $252.0K | 0.00% | +7,959 | New |
| Utah Retirement Systems | 7,847 | $248.0K | 0.00% | +1,300+19.9% | Added |
| British Columbia Investment Management Corp | 7,798 | $247.0K | 0.00% | +1,472+23.3% | Added |
| Janus Henderson Group PLC | 7,716 | $244.0K | 0.00% | +7,716 | New |
| Wellington Management Group LLP | 7,687 | $243.0K | 0.00% | +7,687 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $233.0K | 0.09% | +7,375 | New |
| Panagora Asset Management Inc | 7,348 | $232.0K | 0.00% | +3,426+87.4% | Added |
| Mezzasalma Advisors, LLC | 7,269 | $230.0K | 0.19% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,238 | $228.9K | 0.01% | +3,271+82.5% | Added |
| Swedbank AB | 7,041 | $222.6K | 0.00% | +7,041 | New |
| Bridgewater Associates, LP | 6,910 | $218.0K | 0.00% | +2,634+61.6% | Added |
| Capital Impact Advisors, LLC | 6,798 | $215.0K | 0.20% | −4,744−41.1% | Reduced |
| Independent Financial Group, LLC | 6,769 | $214.0K | 0.02% | +4,440+190.6% | Added |
| Blueshift Asset Management, LLC | 6,629 | $210.0K | 0.03% | +2,975+81.4% | Added |
| Orion Capital Management LLC | 6,610 | $209.0K | 0.16% | −350−5.0% | Reduced |
| Stifel Financial Corp | 6,304 | $200.0K | 0.00% | −2,801−30.8% | Reduced |
| Tyler-Stone Wealth Management | 6,007 | $190.0K | 0.13% | +3,060+103.8% | Added |
| Exchange Traded Concepts, LLC | 5,564 | $176.0K | 0.01% | +2,159+63.4% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $175.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,387 | $170.0K | 0.03% | +3,988+285.1% | Added |