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, Q3 2022
Institutional positions in Upstart Holdings, Inc. as of Sep 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
- 306
- −38 vs. Q2 2022
- Shares held
- 31.6M
- −5.47M (−14.7%) vs. Q2 2022
- Total value
- $658.8M
- −$511.9M (−43.7%) vs. Q2 2022
- New holders
- 45
- 95 more added
- Sold out
- 83
- 99 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,011,997 | $125.0M | 0.00% | −46,617−0.8% | Reduced |
| Morgan Stanley | 4,333,038 | $90.1M | 0.01% | +102,029+2.4% | Added |
| BlackRock Inc. | 2,872,319 | $59.7M | 0.00% | −201,528−6.6% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,664,843 | $34.6M | 0.40% | −697,447−29.5% | Reduced |
| Bank of America Corp | 1,178,569 | $24.5M | 0.00% | −230,376−16.4% | Reduced |
| State Street Corp | 1,174,322 | $24.4M | 0.00% | −144,810−11.0% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 999,647 | $20.8M | 0.10% | +999,647 | New |
| Geode Capital Management, LLC | 940,792 | $19.6M | 0.00% | +152,993+19.4% | Added |
| Norges Bank | 872,204 | $18.1M | 0.00% | +62,182+7.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 743,937 | $15.5M | 0.04% | −252,587−25.3% | Reduced |
| SG Americas Securities, LLC | 712,921 | $14.8M | 0.23% | +598,684+524.1% | Added |
| Goldman Sachs Group Inc | 401,951 | $8.36M | 0.00% | −157,981−28.2% | Reduced |
| Charles Schwab Investment Management Inc | 363,166 | $7.55M | 0.00% | +73,942+25.6% | Added |
| Robeco Institutional Asset Management B.V. | 330,000 | $6.86M | 0.02% | −863−0.3% | Reduced |
| Azora Capital LP | 282,899 | $6.22M | 0.92% | +282,899 | New |
| Fred Alger Management, LLC | 293,654 | $6.11M | 0.03% | −17,822−5.7% | Reduced |
| Freshford Capital Management, LLC | 285,000 | $5.92M | 1.00% | +285,000 | New |
| Northern Trust Corp | 283,008 | $5.88M | 0.00% | −136,936−32.6% | Reduced |
| Nomura Holdings Inc | 257,019 | $5.35M | 0.05% | +77,607+43.3% | Added |
| Bank of New York Mellon Corp | 240,765 | $5.00M | 0.00% | +798+0.3% | Added |
| Barclays PLC | 226,379 | $4.71M | 0.01% | −14,882−6.2% | Reduced |
| Nuveen Asset Management, LLC | 221,589 | $4.61M | 0.00% | +34,441+18.4% | Added |
| Carnegie Capital Asset Management, LLC | 205,965 | $4.28M | 0.20% | +20,540+11.1% | Added |
| National Bank of Canada | 204,716 | $4.26M | 0.02% | +172,258+530.7% | Added |
| Swiss National Bank | 180,900 | $3.76M | 0.00% | +180,900 | New |
| JPMorgan Chase & Co | 170,605 | $3.55M | 0.00% | −155,118−47.6% | Reduced |
| Liontrust Investment Partners LLP | 155,000 | $3.22M | 0.05% | +45,000+40.9% | Added |
| Jane Street Group, LLC | 152,430 | $3.17M | 0.01% | +82,143+116.9% | Added |
| California Public Employees Retirement System | 150,999 | $3.14M | 0.00% | +32,542+27.5% | Added |
| Twinbeech Capital LP | 145,199 | $3.02M | 0.08% | +145,199 | New |
| Commonwealth Equity Services, LLC | 127,001 | $2.64M | 0.01% | −8,304−6.1% | Reduced |
| UBS Group AG | 124,004 | $2.58M | 0.00% | −40,331−24.5% | Reduced |
| Raymond James & Associates | 120,683 | $2.51M | 0.00% | +34,818+40.5% | Added |
| Credit Suisse AG | 119,211 | $2.48M | 0.00% | +20,997+21.4% | Added |
| Bank of Montreal | 90,398 | $2.48M | 0.00% | −9,313−9.3% | Reduced |
| GFG Capital, LLC | 117,463 | $2.44M | 0.81% | +27,981+31.3% | Added |
| First Trust Advisors LP | 115,323 | $2.40M | 0.00% | +115,323 | New |
| Waverton Investment Management Ltd | 114,918 | $2.39M | 0.10% | −26,705−18.9% | Reduced |
| Cubist Systematic Strategies, LLC | 112,200 | $2.33M | 0.02% | +48,819+77.0% | Added |
| Nisa Investment Advisors, LLC | 100,100 | $2.25M | 0.02% | +84,900+558.6% | Added |
| Board of Trustees of The Leland Stanford Junior University | 103,357 | $2.21M | 0.14% | +103,357 | New |
| Bordeaux Wealth Advisors LLC | 105,396 | $2.19M | 1.38% | +45,396+75.7% | Added |
| Walleye Trading LLC | 103,036 | $2.14M | 0.07% | +66,754+184.0% | Added |
| Schonfeld Strategic Advisors LLC | 98,100 | $2.04M | 0.02% | +92,922+1,794.6% | Added |
| IMC-Chicago, LLC | 96,073 | $2.00M | 0.18% | +37,020+62.7% | Added |
| UBS Asset Management Americas Inc | 96,024 | $2.00M | 0.00% | −59,816−38.4% | Reduced |
| Occudo Quantitative Strategies LP | 95,469 | $1.99M | 0.15% | +60,513+173.1% | Added |
| California State Teachers Retirement System | 93,667 | $1.95M | 0.00% | −24,712−20.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $1.94M | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 91,292 | $1.90M | 0.00% | −8,741−8.7% | Reduced |
| Banque Pictet & Cie SA | 88,000 | $1.83M | 0.02% | +1,500+1.7% | Added |
| State of New Jersey Common Pension Fund D | 86,994 | $1.81M | 0.01% | +36,173+71.2% | Added |
| Seven Eight Capital, LP | 84,729 | $1.76M | 0.35% | +84,729 | New |
| Citigroup Inc | 83,923 | $1.75M | 0.00% | −82,575−49.6% | Reduced |
| State Board of Administration of Florida Retirement System | 81,902 | $1.70M | 0.00% | −2,538−3.0% | Reduced |
| Arkadios Wealth Advisors | 79,663 | $1.66M | 0.25% | +3,509+4.6% | Added |
| WMG Financial Advisors, LLC | 78,918 | $1.64M | 1.48% | −410−0.5% | Reduced |
| Dorsal Capital Management, LLC | 75,000 | $1.56M | 0.10% | +75,000 | New |
| Twin Tree Management, LP | 73,334 | $1.52M | 0.04% | −190,983−72.3% | Reduced |
| Rhumbline Advisers | 73,072 | $1.52M | 0.00% | +2,810+4.0% | Added |
| LPL Financial LLC | 69,043 | $1.44M | 0.00% | −24,493−26.2% | Reduced |
| Legal & General Group Plc | 66,813 | $1.39M | 0.00% | −265,191−79.9% | Reduced |
| Gotham Asset Management, LLC | 66,244 | $1.38M | 0.04% | +26,805+68.0% | Added |
| New York State Common Retirement Fund | 64,500 | $1.34M | 0.00% | −11,512−15.1% | Reduced |
| Millennium Management LLC | 56,763 | $1.18M | 0.00% | −36,480−39.1% | Reduced |
| American Portfolios Advisors | 54,390 | $1.13M | 0.05% | +52,081+2,255.6% | Added |
| Invesco Ltd. | 51,899 | $1.08M | 0.00% | −5,981−10.3% | Reduced |
| Wolverine Trading, LLC | 49,982 | $1.05M | 0.04% | +11,256+29.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 47,481 | $987.0K | 0.01% | −18,430−28.0% | Reduced |
| HSBC Holdings PLC | 44,838 | $936.0K | 0.00% | −53,148−54.2% | Reduced |
| Squarepoint Ops LLC | 43,955 | $914.0K | 0.01% | +35,919+447.0% | Added |
| Advisory Services Network, LLC | 43,627 | $907.0K | 0.03% | +6,443+17.3% | Added |
| Rockefeller Capital Management L.P. | 42,708 | $887.0K | 0.00% | +2,260+5.6% | Added |
| Price T Rowe Associates Inc | 40,440 | $841.0K | 0.00% | −3,166−7.3% | Reduced |
| Miracle Mile Advisors, LLC | 40,305 | $838.0K | 0.04% | +40,305 | New |
| Wolverine Asset Management LLC | 38,874 | $808.0K | 0.01% | −2,000−4.9% | Reduced |
| Triumph Capital Management | 37,247 | $774.0K | 0.42% | +18,137+94.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 37,205 | $773.0K | 0.00% | +6,215+20.1% | Added |
| XTX Topco Ltd | 36,537 | $760.0K | 0.19% | +36,537 | New |
| Wells Fargo & Company | 36,041 | $749.0K | 0.00% | −34,091−48.6% | Reduced |
| Coastal Bridge Advisors, LLC | 35,688 | $742.0K | 0.20% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 35,390 | $736.0K | 0.00% | −1,148−3.1% | Reduced |
| Zweig-DiMenna Associates LLC | 35,050 | $729.0K | 0.16% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 33,783 | $702.0K | 0.00% | +2,740+8.8% | Added |
| Advisor Group Holdings, Inc. | 33,417 | $695.0K | 0.00% | +1,436+4.5% | Added |
| Marshall Wace, LLP | 33,409 | $694.0K | 0.00% | −312,081−90.3% | Reduced |
| Kamunting Street Capital Management, L.P. | 32,406 | $674.0K | 1.21% | +10,000+44.6% | Added |
| Royal Bank of Canada | 32,098 | $668.0K | 0.00% | −244−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,754 | $660.0K | 0.00% | −9,551−23.1% | Reduced |
| Deutsche Bank AG | 31,010 | $646.0K | 0.00% | −67,258−68.4% | Reduced |
| Maxi Investments CY Ltd | 30,100 | $626.0K | 0.47% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 28,960 | $602.0K | 0.04% | +28,960 | New |
| TCI Wealth Advisors, Inc. | 28,924 | $601.0K | 0.10% | +49+0.2% | Added |
| Boston Private Wealth LLC | 27,441 | $571.0K | 0.01% | +27,441 | New |
| Blueshift Asset Management, LLC | 27,350 | $569.0K | 0.12% | +20,721+312.6% | Added |
| Ameriprise Financial Inc | 27,097 | $563.0K | 0.00% | −34,694−56.1% | Reduced |
| Susquehanna International Group, LLP | 25,890 | $539.0K | 0.00% | −71,793−73.5% | Reduced |
| Holocene Advisors, LP | 25,718 | $535.0K | 0.00% | +25,718 | New |
| Must Asset Management Inc. | 25,080 | $526.0K | 0.43% | +25,080 | New |
| Stansberry Asset Management, LLC | 24,871 | $517.0K | 0.11% | +24,871 | New |