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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 880 | $18.0K | 0.00% | +177+25.2% | Added |
| Steward Partners Investment Advisory, LLC | 907 | $19.0K | 0.00% | −900−49.8% | Reduced |
| Albion Financial Group | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,087 | $22.0K | 0.00% | +1,087 | New |
| Seeyond | 1,185 | $24.0K | 0.00% | −66−5.3% | Reduced |
| Spire Wealth Management | 1,200 | $25.0K | 0.00% | −375−23.8% | Reduced |
| Fifth Third Bancorp | 1,225 | $25.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,280 | $27.0K | 0.00% | −169−11.7% | Reduced |
| Quantbot Technologies LP | 1,300 | $27.0K | 0.00% | +600+85.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,353 | $28.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,350 | $28.0K | 0.01% | +1,350 | New |
| Exchange Traded Concepts, LLC | 1,626 | $34.0K | 0.00% | −3,938−70.8% | Reduced |
| Compagnie Lombard Odier SCmA | 1,790 | $37.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,008 | $41.7K | 0.00% | −110−5.2% | Reduced |
| Caption Management, LLC | 2,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,030 | $42.2K | 0.03% | +642+46.3% | Added |
| Freemont Management S.A. | 2,100 | $44.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,145 | $47.0K | 0.00% | −454,155−99.5% | Reduced |
| Asset Management One Co.,Ltd. | 2,302 | $47.0K | 0.00% | −15,482−87.1% | Reduced |
| Money Concepts Capital Corp | 3,010 | $63.0K | 0.00% | +2,927+3,526.5% | Added |
| Liberty One Investment Management, LLC | 3,010 | $63.0K | 0.01% | +3,010 | New |
| Federation des caisses Desjardins du Quebec | 3,216 | $66.9K | 0.00% | +850+35.9% | Added |
| Arcadia Investment Management Corp | 3,527 | $73.0K | 0.02% | −950−21.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,659 | $75.0K | 0.00% | −81−2.2% | Reduced |
| Capital Impact Advisors, LLC | 3,896 | $76.0K | 0.08% | −2,902−42.7% | Reduced |
| AdvisorNet Financial, Inc | 3,642 | $76.0K | 0.01% | +895+32.6% | Added |
| Gs Investments, Inc. | 4,000 | $83.0K | 0.05% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 4,300 | $89.0K | 0.04% | +4,300 | New |
| Skandinaviska Enskilda Banken AB (publ) | 4,373 | $91.0K | 0.00% | −8,637−66.4% | Reduced |
| Hexagon Capital Partners LLC | 4,500 | $94.0K | 0.03% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 4,633 | $96.0K | 0.01% | +4,633 | New |
| Korea Investment CORP | 4,810 | $100.0K | 0.00% | +2,033+73.2% | Added |
| Cutler Group LP | 5,189 | $107.0K | 0.01% | −5,912−53.3% | Reduced |
| Advisors Asset Management, Inc. | 5,143 | $107.0K | 0.00% | +366+7.7% | Added |
| IFP Advisors, Inc | 3,240 | $112.0K | 0.00% | +33+1.0% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $115.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,695 | $118.0K | 0.02% | +308+5.7% | Added |
| Leonteq Securities AG | 6,216 | $129.2K | 0.01% | −1,022−14.1% | Reduced |
| Quent Capital, LLC | 6,520 | $136.0K | 0.03% | +6,500+32,500.0% | Added |
| Storebrand Asset Management AS | 6,733 | $140.0K | 0.00% | −9,372−58.2% | Reduced |
| Optiver Holding B.V. | 6,963 | $145.0K | 0.00% | −64,742−90.3% | Reduced |
| Russell Investments Group, Ltd. | 7,364 | $151.0K | 0.00% | +2,997+68.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 8,500 | $179.0K | 0.00% | +7,000+466.7% | Added |
| Orion Capital Management LLC | 8,910 | $185.0K | 0.15% | +2,300+34.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 8,910 | $187.0K | 0.00% | +456+5.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,653 | $201.0K | 0.00% | +149+1.6% | Added |
| Inspire Advisors, LLC | 9,687 | $201.0K | 0.06% | +9,687 | New |
| Griffin Asset Management, Inc. | 9,877 | $205.0K | 0.03% | −7,782−44.1% | Reduced |
| IPG Investment Advisors LLC | 10,000 | $207.9K | 0.06% | +10,000 | New |
| Annandale Capital, LLC | 10,020 | $208.0K | 0.08% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 10,000 | $208.0K | 0.21% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,285 | $214.0K | 0.00% | −6,806−39.8% | Reduced |
| Versor Investments LP | 10,336 | $215.0K | 0.01% | −1,400−11.9% | Reduced |
| Bridgewater Advisors Inc. | 10,500 | $218.0K | 0.06% | −37−0.4% | Reduced |
| Victory Capital Management Inc | 10,688 | $222.0K | 0.00% | −6,314−37.1% | Reduced |
| Independent Financial Group, LLC | 10,854 | $225.7K | 0.02% | +4,085+60.3% | Added |
| Teacher Retirement System of Texas | 10,919 | $227.0K | 0.00% | +1,274+13.2% | Added |
| Longitude (Cayman) Ltd. | 11,000 | $229.0K | 0.50% | −700−6.0% | Reduced |
| Prospera Financial Services Inc | 11,351 | $236.0K | 0.01% | −2,716−19.3% | Reduced |
| Verition Fund Management LLC | 11,514 | $239.0K | 0.00% | −1,841−13.8% | Reduced |
| Achmea Investment Management B.V. | 11,583 | $241.0K | 0.01% | +11,583 | New |
| Creative Planning | 12,083 | $251.0K | 0.00% | −917−7.1% | Reduced |
| ExodusPoint Capital Management, LP | 12,057 | $251.0K | 0.00% | +12,057 | New |
| Cetera Advisor Networks LLC | 12,143 | $252.0K | 0.00% | +2,719+28.9% | Added |
| Parallax Volatility Advisers, L.P. | 12,192 | $253.0K | 0.01% | −28,418−70.0% | Reduced |
| Wellington Management Group LLP | 12,443 | $259.0K | 0.00% | +4,756+61.9% | Added |
| Newbridge Financial Services Group, Inc. | 12,551 | $261.0K | 0.15% | +7,528+149.9% | Added |
| Ieq Capital, LLC | 12,735 | $265.0K | 0.01% | −4,080−24.3% | Reduced |
| Voya Investment Management LLC | 12,928 | $268.8K | 0.00% | −847−6.1% | Reduced |
| Harbour Investments, Inc. | 8,708 | $275.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,345 | $277.0K | 0.00% | +1,115+9.1% | Added |
| Malaga Cove Capital, LLC | 13,381 | $278.0K | 0.16% | +500+3.9% | Added |
| Amalgamated Bank | 13,749 | $286.0K | 0.00% | −56−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 13,850 | $287.9K | 0.00% | +13,850 | New |
| State of Wisconsin Investment Board | 14,141 | $294.0K | 0.00% | −25,886−64.7% | Reduced |
| D. E. Shaw & Co., Inc. | 14,501 | $301.0K | 0.00% | +893+6.6% | Added |
| Two Sigma Securities, LLC | 14,572 | $303.0K | 0.04% | +14,572 | New |
| Envestnet Asset Management Inc | 14,710 | $306.0K | 0.00% | +1,592+12.1% | Added |
| Kestra Advisory Services, LLC | 14,887 | $309.0K | 0.00% | +6,428+76.0% | Added |
| Icapital Wealth LLC | 15,000 | $312.0K | 0.22% | +15,000 | New |
| Hilltop Holdings Inc. | 15,393 | $320.0K | 0.04% | +5,705+58.9% | Added |
| GMT Capital Corp | 15,700 | $326.0K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 15,661 | $326.0K | 0.00% | +1,691+12.1% | Added |
| Valeo Financial Advisors, LLC | 16,591 | $345.0K | 0.02% | +1,717+11.5% | Added |
| FMR LLC | 16,551 | $345.0K | 0.00% | +2,495+17.8% | Added |
| Synergy Financial Group, LTD | 16,834 | $350.0K | 0.52% | +1,632+10.7% | Added |
| Baader Bank INC | 16,927 | $351.9K | 0.03% | −16,100−48.7% | Reduced |
| HRT Financial LP | 17,297 | $359.0K | 0.00% | +17,297 | New |
| Van Hulzen Asset Management, LLC | 17,365 | $361.0K | 0.04% | +607+3.6% | Added |
| CIBC World Markets Inc. | 17,566 | $365.0K | 0.00% | +3,994+29.4% | Added |
| Strategic Wealth Advisors Group, LLC | 17,875 | $372.0K | 0.02% | +5,395+43.2% | Added |
| US Bancorp | 18,208 | $379.0K | 0.00% | +660+3.8% | Added |
| Navalign, LLC | 18,464 | $384.0K | 0.17% | +18,464 | New |
| Tower Research Capital LLC (TRC) | 19,368 | $402.0K | 0.01% | −5,426−21.9% | Reduced |
| Arizona State Retirement System | 20,733 | $431.0K | 0.00% | +1,965+10.5% | Added |
| Alliancebernstein L.P. | 21,802 | $453.0K | 0.00% | −10,748−33.0% | Reduced |
| Janus Henderson Group PLC | 22,063 | $459.0K | 0.00% | +14,347+185.9% | Added |
| Citadel Advisors LLC | 22,689 | $472.0K | 0.00% | +7,000+44.6% | Added |
| MML Investors Services, LLC | 22,722 | $472.0K | 0.00% | +8,198+56.4% | Added |