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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 51 | $2.00K | 0.00% | +1+2.0% | Added |
| Accel Wealth Management | 66 | $2.00K | 0.00% | +53+407.7% | Added |
| Carmichael Hill & Associates, Inc. | 18 | $1.00K | 0.00% | −218−92.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $1.00K | 0.00% | −95−65.5% | Reduced |
| SOA Wealth Advisors, LLC. | 40 | $1.00K | 0.00% | −85−68.0% | Reduced |
| Elequin Capital LP | 18 | $1.00K | 0.00% | −72−80.0% | Reduced |
| Private Capital Group, LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 37 | $1.00K | 0.00% | +10+37.0% | Added |
| North Star Investment Management Corp. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 23 | $1.00K | 0.00% | −6−20.7% | Reduced |
| Your Advocates Ltd., LLP | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $1.00K | 0.00% | −2−9.1% | Reduced |
| Laurel Wealth Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 20 | $1.00K | 0.00% | +10+100.0% | Added |
| JJJ Advisors Inc. | 30 | $1.00K | 0.00% | +25+500.0% | Added |
| Ellevest, Inc. | 24 | $1.00K | 0.00% | +15+166.7% | Added |
| O'Dell Group, LLC | 26 | $1.00K | 0.00% | +20+333.3% | Added |
| Bell Investment Advisors, Inc | 26 | $1.00K | 0.00% | +26 | New |
| Venture Visionary Partners LLC | 17 | $537 | 0.00% | +17 | New |
| American State Bank (Iowa) | 10 | $316 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $158 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $64 | 0.00% | +2 | New |
| NVWM, LLC | 10 | $0 | 0.00% | −100−90.9% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Investors Research Corp | 15 | $0 | 0.00% | +9+150.0% | Added |
| Mach-1 Financial Group, Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| City State Bank | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 3 | $0 | 0.00% | +2+200.0% | Added |
| Capstone Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | +15 | New |
| FNY Investment Advisers, LLC | 20 | $0 | 0.00% | +20 | New |
| Iron Horse Wealth Management, LLC | 15 | $0 | 0.00% | +15 | New |
| Level Financial Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Brewin Dolphin Ltd | 14 | $0 | 0.00% | +14 | New |
| Westside Investment Management, Inc. | 4,904 | – | – | +1,345+37.8% | Added |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −1,005,087−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −632,025−100.0% | Sold out |
| Kuvari Partners LLP | 0 | $0 | 0.00% | −296,738−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −262,635−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −99,738−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −88,670−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −82,905−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −79,600−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −90,832−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −60,338−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −60,100−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −54,973−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −50,631−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −45,065−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −41,350−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −39,317−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −38,987−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −38,099−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −34,106−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −31,891−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −26,690−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −29,956−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −23,234−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −21,406−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −20,382−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −18,463−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −17,520−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −17,406−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −15,079−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −14,470−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −13,549−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,553−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −13,436−100.0% | Sold out |
| EMJ Capital Ltd. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −11,437−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −10,531−100.0% | Sold out |
| Vista Finance, LLC | 0 | $0 | 0.00% | −9,341−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −9,255−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −8,983−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −8,371−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −7,856−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −6,991−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −6,621−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,407−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −6,215−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −6,076−100.0% | Sold out |
| Graham Holdings Co | 0 | $0 | 0.00% | −5,846−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −5,729−100.0% | Sold out |