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 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,178,569 | $24.5M | 0.00% | −230,376−16.4% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,664,843 | $34.6M | 0.40% | −697,447−29.5% | Reduced |
| BlackRock Inc. | 2,872,319 | $59.7M | 0.00% | −201,528−6.6% | Reduced |
| Morgan Stanley | 4,333,038 | $90.1M | 0.01% | +102,029+2.4% | Added |
| Vanguard Group Inc | 6,011,997 | $125.0M | 0.00% | −46,617−0.8% | Reduced |
| Westside Investment Management, Inc. | 5,524 | – | – | +620+12.6% | Added |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −3,996,381−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −377,952−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −213,800−100.0% | Sold out |
| Consolidated Investment Group LLC | 0 | $0 | 0.00% | −199,200−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −157,000−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −155,698−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −136,565−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −122,965−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −83,518−100.0% | Sold out |
| Mason Capital Management LLC | 0 | $0 | 0.00% | −61,600−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −57,100−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −37,927−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −36,112−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −32,639−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −31,294−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −29,593−100.0% | Sold out |
| AtonRa Partners | 0 | $0 | 0.00% | −27,871−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −27,501−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −23,911−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −23,710−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −23,208−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −17,264−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −17,099−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −16,123−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −15,610−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −15,002−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,973−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −11,579−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −11,296−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −10,751−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,616−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,568−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −10,149−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −9,836−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −9,761−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −9,692−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −9,416−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −8,831−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −8,203−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −8,205−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −8,145−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,036−100.0% | Sold out |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −7,992−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,959−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −7,847−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −7,798−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −7,375−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −7,348−100.0% | Sold out |
| Mezzasalma Advisors, LLC | 0 | $0 | 0.00% | −7,269−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −7,041−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,910−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −6,304−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −5,329−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −5,211−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,176−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −3,183−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,584−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Surevest, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Lake Point Wealth Management | – | – | – | – | Not filed |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |