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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 23,220 | $483.0K | 0.00% | −14,240−38.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23,360 | $486.0K | 0.00% | −19,699−45.7% | Reduced |
| Tyler-Stone Wealth Management | 24,237 | $504.0K | 0.38% | +18,230+303.5% | Added |
| Perigon Wealth Management, LLC | 24,560 | $511.0K | 0.04% | +11,200+83.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,205 | $512.0K | 0.01% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 24,871 | $517.0K | 0.11% | +24,871 | New |
| Must Asset Management Inc. | 25,080 | $526.0K | 0.43% | +25,080 | New |
| Holocene Advisors, LP | 25,718 | $535.0K | 0.00% | +25,718 | New |
| Susquehanna International Group, LLP | 25,890 | $539.0K | 0.00% | −71,793−73.5% | Reduced |
| Ameriprise Financial Inc | 27,097 | $563.0K | 0.00% | −34,694−56.1% | Reduced |
| Blueshift Asset Management, LLC | 27,350 | $569.0K | 0.12% | +20,721+312.6% | Added |
| Boston Private Wealth LLC | 27,441 | $571.0K | 0.01% | +27,441 | New |
| TCI Wealth Advisors, Inc. | 28,924 | $601.0K | 0.10% | +49+0.2% | Added |
| Engineers Gate Manager LP | 28,960 | $602.0K | 0.04% | +28,960 | New |
| Maxi Investments CY Ltd | 30,100 | $626.0K | 0.47% | 00.0% | Unchanged |
| Deutsche Bank AG | 31,010 | $646.0K | 0.00% | −67,258−68.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,754 | $660.0K | 0.00% | −9,551−23.1% | Reduced |
| Royal Bank of Canada | 32,098 | $668.0K | 0.00% | −244−0.8% | Reduced |
| Kamunting Street Capital Management, L.P. | 32,406 | $674.0K | 1.21% | +10,000+44.6% | Added |
| Marshall Wace, LLP | 33,409 | $694.0K | 0.00% | −312,081−90.3% | Reduced |
| Advisor Group Holdings, Inc. | 33,417 | $695.0K | 0.00% | +1,436+4.5% | Added |
| Treasurer of the State of North Carolina | 33,783 | $702.0K | 0.00% | +2,740+8.8% | Added |
| Zweig-DiMenna Associates LLC | 35,050 | $729.0K | 0.16% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 35,390 | $736.0K | 0.00% | −1,148−3.1% | Reduced |
| Coastal Bridge Advisors, LLC | 35,688 | $742.0K | 0.20% | 00.0% | Unchanged |
| Wells Fargo & Company | 36,041 | $749.0K | 0.00% | −34,091−48.6% | Reduced |
| XTX Topco Ltd | 36,537 | $760.0K | 0.19% | +36,537 | New |
| Raymond James Financial Services Advisors, Inc. | 37,205 | $773.0K | 0.00% | +6,215+20.1% | Added |
| Triumph Capital Management | 37,247 | $774.0K | 0.42% | +18,137+94.9% | Added |
| Wolverine Asset Management LLC | 38,874 | $808.0K | 0.01% | −2,000−4.9% | Reduced |
| Miracle Mile Advisors, LLC | 40,305 | $838.0K | 0.04% | +40,305 | New |
| Price T Rowe Associates Inc | 40,440 | $841.0K | 0.00% | −3,166−7.3% | Reduced |
| Rockefeller Capital Management L.P. | 42,708 | $887.0K | 0.00% | +2,260+5.6% | Added |
| Advisory Services Network, LLC | 43,627 | $907.0K | 0.03% | +6,443+17.3% | Added |
| Squarepoint Ops LLC | 43,955 | $914.0K | 0.01% | +35,919+447.0% | Added |
| HSBC Holdings PLC | 44,838 | $936.0K | 0.00% | −53,148−54.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 47,481 | $987.0K | 0.01% | −18,430−28.0% | Reduced |
| Wolverine Trading, LLC | 49,982 | $1.05M | 0.04% | +11,256+29.1% | Added |
| Invesco Ltd. | 51,899 | $1.08M | 0.00% | −5,981−10.3% | Reduced |
| American Portfolios Advisors | 54,390 | $1.13M | 0.05% | +52,081+2,255.6% | Added |
| Millennium Management LLC | 56,763 | $1.18M | 0.00% | −36,480−39.1% | Reduced |
| New York State Common Retirement Fund | 64,500 | $1.34M | 0.00% | −11,512−15.1% | Reduced |
| Gotham Asset Management, LLC | 66,244 | $1.38M | 0.04% | +26,805+68.0% | Added |
| Legal & General Group Plc | 66,813 | $1.39M | 0.00% | −265,191−79.9% | Reduced |
| LPL Financial LLC | 69,043 | $1.44M | 0.00% | −24,493−26.2% | Reduced |
| Rhumbline Advisers | 73,072 | $1.52M | 0.00% | +2,810+4.0% | Added |
| Twin Tree Management, LP | 73,334 | $1.52M | 0.04% | −190,983−72.3% | Reduced |
| Dorsal Capital Management, LLC | 75,000 | $1.56M | 0.10% | +75,000 | New |
| WMG Financial Advisors, LLC | 78,918 | $1.64M | 1.48% | −410−0.5% | Reduced |
| Arkadios Wealth Advisors | 79,663 | $1.66M | 0.25% | +3,509+4.6% | Added |
| State Board of Administration of Florida Retirement System | 81,902 | $1.70M | 0.00% | −2,538−3.0% | Reduced |
| Citigroup Inc | 83,923 | $1.75M | 0.00% | −82,575−49.6% | Reduced |
| Seven Eight Capital, LP | 84,729 | $1.76M | 0.35% | +84,729 | New |
| State of New Jersey Common Pension Fund D | 86,994 | $1.81M | 0.01% | +36,173+71.2% | Added |
| Banque Pictet & Cie SA | 88,000 | $1.83M | 0.02% | +1,500+1.7% | Added |
| Pictet Asset Management SA | 91,292 | $1.90M | 0.00% | −8,741−8.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $1.94M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 93,667 | $1.95M | 0.00% | −24,712−20.9% | Reduced |
| Occudo Quantitative Strategies LP | 95,469 | $1.99M | 0.15% | +60,513+173.1% | Added |
| UBS Asset Management Americas Inc | 96,024 | $2.00M | 0.00% | −59,816−38.4% | Reduced |
| IMC-Chicago, LLC | 96,073 | $2.00M | 0.18% | +37,020+62.7% | Added |
| Schonfeld Strategic Advisors LLC | 98,100 | $2.04M | 0.02% | +92,922+1,794.6% | Added |
| Walleye Trading LLC | 103,036 | $2.14M | 0.07% | +66,754+184.0% | Added |
| Bordeaux Wealth Advisors LLC | 105,396 | $2.19M | 1.38% | +45,396+75.7% | Added |
| Board of Trustees of The Leland Stanford Junior University | 103,357 | $2.21M | 0.14% | +103,357 | New |
| Nisa Investment Advisors, LLC | 100,100 | $2.25M | 0.02% | +84,900+558.6% | Added |
| Cubist Systematic Strategies, LLC | 112,200 | $2.33M | 0.02% | +48,819+77.0% | Added |
| Waverton Investment Management Ltd | 114,918 | $2.39M | 0.10% | −26,705−18.9% | Reduced |
| First Trust Advisors LP | 115,323 | $2.40M | 0.00% | +115,323 | New |
| GFG Capital, LLC | 117,463 | $2.44M | 0.81% | +27,981+31.3% | Added |
| Bank of Montreal | 90,398 | $2.48M | 0.00% | −9,313−9.3% | Reduced |
| Credit Suisse AG | 119,211 | $2.48M | 0.00% | +20,997+21.4% | Added |
| Raymond James & Associates | 120,683 | $2.51M | 0.00% | +34,818+40.5% | Added |
| UBS Group AG | 124,004 | $2.58M | 0.00% | −40,331−24.5% | Reduced |
| Commonwealth Equity Services, LLC | 127,001 | $2.64M | 0.01% | −8,304−6.1% | Reduced |
| Twinbeech Capital LP | 145,199 | $3.02M | 0.08% | +145,199 | New |
| California Public Employees Retirement System | 150,999 | $3.14M | 0.00% | +32,542+27.5% | Added |
| Jane Street Group, LLC | 152,430 | $3.17M | 0.01% | +82,143+116.9% | Added |
| Liontrust Investment Partners LLP | 155,000 | $3.22M | 0.05% | +45,000+40.9% | Added |
| JPMorgan Chase & Co | 170,605 | $3.55M | 0.00% | −155,118−47.6% | Reduced |
| Swiss National Bank | 180,900 | $3.76M | 0.00% | +180,900 | New |
| National Bank of Canada | 204,716 | $4.26M | 0.02% | +172,258+530.7% | Added |
| Carnegie Capital Asset Management, LLC | 205,965 | $4.28M | 0.20% | +20,540+11.1% | Added |
| Nuveen Asset Management, LLC | 221,589 | $4.61M | 0.00% | +34,441+18.4% | Added |
| Barclays PLC | 226,379 | $4.71M | 0.01% | −14,882−6.2% | Reduced |
| Bank of New York Mellon Corp | 240,765 | $5.00M | 0.00% | +798+0.3% | Added |
| Nomura Holdings Inc | 257,019 | $5.35M | 0.05% | +77,607+43.3% | Added |
| Northern Trust Corp | 283,008 | $5.88M | 0.00% | −136,936−32.6% | Reduced |
| Freshford Capital Management, LLC | 285,000 | $5.92M | 1.00% | +285,000 | New |
| Fred Alger Management, LLC | 293,654 | $6.11M | 0.03% | −17,822−5.7% | Reduced |
| Azora Capital LP | 282,899 | $6.22M | 0.92% | +282,899 | New |
| Robeco Institutional Asset Management B.V. | 330,000 | $6.86M | 0.02% | −863−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 363,166 | $7.55M | 0.00% | +73,942+25.6% | Added |
| Goldman Sachs Group Inc | 401,951 | $8.36M | 0.00% | −157,981−28.2% | Reduced |
| SG Americas Securities, LLC | 712,921 | $14.8M | 0.23% | +598,684+524.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 743,937 | $15.5M | 0.04% | −252,587−25.3% | Reduced |
| Norges Bank | 872,204 | $18.1M | 0.00% | +62,182+7.7% | Added |
| Geode Capital Management, LLC | 940,792 | $19.6M | 0.00% | +152,993+19.4% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 999,647 | $20.8M | 0.10% | +999,647 | New |
| State Street Corp | 1,174,322 | $24.4M | 0.00% | −144,810−11.0% | Reduced |