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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 5,329 | $168.5K | 0.00% | −46−0.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,211 | $165.0K | 0.00% | −14,756−73.9% | Reduced |
| Dark Forest Capital Management LP | 5,176 | $164.0K | 0.04% | −1,806−25.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,178 | $164.0K | 0.00% | +5,178 | New |
| Newbridge Financial Services Group, Inc. | 5,023 | $159.0K | 0.10% | +900+21.8% | Added |
| Advisors Asset Management, Inc. | 4,777 | $151.0K | 0.00% | +4,777 | New |
| Arcadia Investment Management Corp | 4,477 | $142.0K | 0.03% | +2,200+96.6% | Added |
| Hexagon Capital Partners LLC | 4,500 | $142.0K | 0.04% | +4,500 | New |
| Russell Investments Group, Ltd. | 4,367 | $136.0K | 0.00% | +2,644+153.5% | Added |
| The PNC Financial Services Group, Inc. | 3,740 | $119.0K | 0.00% | −887−19.2% | Reduced |
| IFP Advisors, Inc | 3,207 | $110.0K | 0.00% | −521−14.0% | Reduced |
| Gs Investments, Inc. | 4,000 | $102.0K | 0.06% | +4,000 | New |
| Umb Bank N A | 3,183 | $101.0K | 0.00% | −502−13.6% | Reduced |
| Daiwa Securities Group Inc. | 3,000 | $95.0K | 0.00% | +1,200+66.7% | Added |
| Korea Investment CORP | 2,777 | $88.0K | 0.00% | −128,423−97.9% | Reduced |
| AdvisorNet Financial, Inc | 2,747 | $87.0K | 0.01% | +1,680+157.5% | Added |
| Hussman Strategic Advisors, Inc. | 2,600 | $82.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,584 | $82.0K | 0.00% | +747+40.7% | Added |
| Federation des caisses Desjardins du Quebec | 2,366 | $74.8K | 0.00% | −1,291−35.3% | Reduced |
| American Portfolios Advisors | 2,309 | $73.0K | 0.00% | −3,016−56.6% | Reduced |
| MetLife Investment Management | 2,118 | $67.0K | 0.00% | −991−31.9% | Reduced |
| Freemont Management S.A. | 2,100 | $66.0K | 0.01% | +1,050+100.0% | Added |
| Caption Management, LLC | 2,000 | $63.0K | 0.01% | −3,500−63.6% | Reduced |
| Geneos Wealth Management Inc. | 1,818 | $59.0K | 0.00% | +673+58.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,807 | $57.0K | 0.00% | −1,057−36.9% | Reduced |
| Compagnie Lombard Odier SCmA | 1,790 | $56.0K | 0.00% | +300+20.1% | Added |
| Macquarie Group Ltd | 1,653 | $52.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,575 | $50.0K | 0.00% | −682−30.2% | Reduced |
| Vestcor Inc | 1,565 | $49.0K | 0.00% | +917+141.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,500 | $47.0K | 0.00% | +1,500 | New |
| Shell Asset Management Co | 1,449 | $46.0K | 0.00% | +3+0.2% | Added |
| WR Wealth Planners, LLC | 1,388 | $43.9K | 0.03% | +426+44.3% | Added |
| Covestor Ltd | 1,348 | $43.0K | 0.04% | +280+26.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,353 | $43.0K | 0.01% | +1,063+366.6% | Added |
| Gables Capital Management Inc. | 1,275 | $40.0K | 0.03% | −1,705−57.2% | Reduced |
| Fifth Third Bancorp | 1,225 | $39.0K | 0.00% | −392−24.2% | Reduced |
| Seeyond | 1,251 | $39.0K | 0.00% | −26−2.0% | Reduced |
| Baldwin Brothers Inc | 1,200 | $38.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 877 | $34.4K | 0.00% | −55−5.9% | Reduced |
| TSFG, LLC | 1,011 | $32.0K | 0.01% | −56−5.2% | Reduced |
| Albion Financial Group | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 840 | $27.0K | 0.00% | −72−7.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 780 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 812 | $25.0K | 0.01% | +395+94.7% | Added |
| Bellwether Advisors, LLC | 802 | $25.0K | 0.01% | +800+40,000.0% | Added |
| Banque Cantonale Vaudoise | 717 | $23.0K | 0.00% | +717 | New |
| Quantbot Technologies LP | 700 | $22.0K | 0.00% | −4,147−85.6% | Reduced |
| CWM, LLC | 691 | $22.0K | 0.00% | −3,015−81.4% | Reduced |
| Salem Investment Counselors Inc | 700 | $22.0K | 0.00% | −755−51.9% | Reduced |
| CKW Financial Group | 683 | $22.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 703 | $22.0K | 0.00% | +311+79.3% | Added |
| Northwestern Mutual Wealth Management Co | 628 | $20.0K | 0.00% | +201+47.1% | Added |
| Plante Moran Financial Advisors, LLC | 609 | $19.0K | 0.00% | −1,157−65.5% | Reduced |
| Optimum Investment Advisors | 560 | $18.0K | 0.01% | −200−26.3% | Reduced |
| Toth Financial Advisory Corp | 565 | $18.0K | 0.00% | +32+6.0% | Added |
| Harbor Investment Advisory, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 512 | $16.0K | 0.00% | +512 | New |
| Central Trust Co | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 382 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 363 | $11.0K | 0.00% | +10+2.8% | Added |
| Parallel Advisors, LLC | 318 | $10.0K | 0.00% | −238−42.8% | Reduced |
| Rise Advisors, LLC | 315 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $9.00K | 0.01% | +300 | New |
| Meeder Asset Management Inc | 254 | $8.00K | 0.00% | +105+70.5% | Added |
| Wolff Wiese Magana LLC | 225 | $7.00K | 0.01% | −10,512−97.9% | Reduced |
| Column Capital Advisors, LLC | 235 | $7.00K | 0.00% | +57+32.0% | Added |
| Massmutual Trust Co FSB | 200 | $6.00K | 0.00% | −44−18.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 187 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 182 | $6.00K | 0.00% | +50+37.9% | Added |
| ACG Wealth | 205 | $6.00K | 0.00% | +205 | New |
| Huntington National Bank | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 161 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 150 | $5.00K | 0.00% | +71+89.9% | Added |
| Mizuho Securities Co. Ltd. | 32 | $5.00K | 0.00% | −1−3.0% | Reduced |
| Zions Bancorporation, N.A. | 148 | $5.00K | 0.00% | +124+516.7% | Added |
| Wagner Wealth Management, LLC | 160 | $5.00K | 0.00% | +160 | New |
| Anchor Investment Management, LLC | 141 | $4.46K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 134 | $4.00K | 0.00% | +4+3.1% | Added |
| HHM Wealth Advisors, LLC | 116 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 113 | $4.00K | 0.00% | +113 | New |
| Castleview Partners, LLC | 73 | $3.22K | 0.00% | +63+630.0% | Added |
| Money Concepts Capital Corp | 83 | $3.00K | 0.00% | −161−66.0% | Reduced |
| Parkside Financial Bank & Trust | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 85 | $3.00K | 0.00% | +85 | New |
| Pacifica Partners Inc. | 84 | $3.00K | 0.00% | +84 | New |
| Gordian Capital Singapore Pte Ltd | 81 | $3.00K | 0.00% | +80+8,000.0% | Added |
| Evermay Wealth Management LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 58 | $2.00K | 0.00% | −13−18.3% | Reduced |
| Financial Connections Group, Inc. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $2.00K | 0.00% | −7−12.3% | Reduced |
| Covington Capital Management | 50 | $2.00K | 0.00% | 00.0% | Unchanged |