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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,205 | $512.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 24,560 | $511.0K | 0.04% | +11,200+83.8% | Added |
| Tyler-Stone Wealth Management | 24,237 | $504.0K | 0.38% | +18,230+303.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23,360 | $486.0K | 0.00% | −19,699−45.7% | Reduced |
| Ensign Peak Advisors, Inc | 23,220 | $483.0K | 0.00% | −14,240−38.0% | Reduced |
| 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 |
| Janus Henderson Group PLC | 22,063 | $459.0K | 0.00% | +14,347+185.9% | Added |
| Alliancebernstein L.P. | 21,802 | $453.0K | 0.00% | −10,748−33.0% | Reduced |
| Arizona State Retirement System | 20,733 | $431.0K | 0.00% | +1,965+10.5% | Added |
| Tower Research Capital LLC (TRC) | 19,368 | $402.0K | 0.01% | −5,426−21.9% | Reduced |
| Navalign, LLC | 18,464 | $384.0K | 0.17% | +18,464 | New |
| US Bancorp | 18,208 | $379.0K | 0.00% | +660+3.8% | Added |
| Strategic Wealth Advisors Group, LLC | 17,875 | $372.0K | 0.02% | +5,395+43.2% | Added |
| CIBC World Markets Inc. | 17,566 | $365.0K | 0.00% | +3,994+29.4% | Added |
| Van Hulzen Asset Management, LLC | 17,365 | $361.0K | 0.04% | +607+3.6% | Added |
| HRT Financial LP | 17,297 | $359.0K | 0.00% | +17,297 | New |
| Baader Bank INC | 16,927 | $351.9K | 0.03% | −16,100−48.7% | Reduced |
| Synergy Financial Group, LTD | 16,834 | $350.0K | 0.52% | +1,632+10.7% | 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 |
| 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 |
| Hilltop Holdings Inc. | 15,393 | $320.0K | 0.04% | +5,705+58.9% | Added |
| Icapital Wealth LLC | 15,000 | $312.0K | 0.22% | +15,000 | New |
| Kestra Advisory Services, LLC | 14,887 | $309.0K | 0.00% | +6,428+76.0% | Added |
| Envestnet Asset Management Inc | 14,710 | $306.0K | 0.00% | +1,592+12.1% | Added |
| Two Sigma Securities, LLC | 14,572 | $303.0K | 0.04% | +14,572 | New |
| D. E. Shaw & Co., Inc. | 14,501 | $301.0K | 0.00% | +893+6.6% | Added |
| State of Wisconsin Investment Board | 14,141 | $294.0K | 0.00% | −25,886−64.7% | Reduced |
| Atria Wealth Solutions, Inc. | 13,850 | $287.9K | 0.00% | +13,850 | New |
| Amalgamated Bank | 13,749 | $286.0K | 0.00% | −56−0.4% | Reduced |
| Malaga Cove Capital, LLC | 13,381 | $278.0K | 0.16% | +500+3.9% | Added |
| Private Advisor Group, LLC | 13,345 | $277.0K | 0.00% | +1,115+9.1% | Added |
| Harbour Investments, Inc. | 8,708 | $275.0K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,928 | $268.8K | 0.00% | −847−6.1% | Reduced |
| Ieq Capital, LLC | 12,735 | $265.0K | 0.01% | −4,080−24.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 12,551 | $261.0K | 0.15% | +7,528+149.9% | Added |
| Wellington Management Group LLP | 12,443 | $259.0K | 0.00% | +4,756+61.9% | Added |
| Parallax Volatility Advisers, L.P. | 12,192 | $253.0K | 0.01% | −28,418−70.0% | Reduced |
| Cetera Advisor Networks LLC | 12,143 | $252.0K | 0.00% | +2,719+28.9% | Added |
| 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 |
| Achmea Investment Management B.V. | 11,583 | $241.0K | 0.01% | +11,583 | New |
| Verition Fund Management LLC | 11,514 | $239.0K | 0.00% | −1,841−13.8% | Reduced |
| Prospera Financial Services Inc | 11,351 | $236.0K | 0.01% | −2,716−19.3% | Reduced |
| Longitude (Cayman) Ltd. | 11,000 | $229.0K | 0.50% | −700−6.0% | Reduced |
| Teacher Retirement System of Texas | 10,919 | $227.0K | 0.00% | +1,274+13.2% | Added |
| Independent Financial Group, LLC | 10,854 | $225.7K | 0.02% | +4,085+60.3% | Added |
| Victory Capital Management Inc | 10,688 | $222.0K | 0.00% | −6,314−37.1% | Reduced |
| Bridgewater Advisors Inc. | 10,500 | $218.0K | 0.06% | −37−0.4% | Reduced |
| Versor Investments LP | 10,336 | $215.0K | 0.01% | −1,400−11.9% | Reduced |
| AE Wealth Management LLC | 10,285 | $214.0K | 0.00% | −6,806−39.8% | Reduced |
| Annandale Capital, LLC | 10,020 | $208.0K | 0.08% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 10,000 | $208.0K | 0.21% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 10,000 | $207.9K | 0.06% | +10,000 | New |
| Griffin Asset Management, Inc. | 9,877 | $205.0K | 0.03% | −7,782−44.1% | Reduced |
| 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 |
| Harel Insurance Investments & Financial Services Ltd. | 8,910 | $187.0K | 0.00% | +456+5.4% | Added |
| Orion Capital Management LLC | 8,910 | $185.0K | 0.15% | +2,300+34.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 8,500 | $179.0K | 0.00% | +7,000+466.7% | Added |
| Russell Investments Group, Ltd. | 7,364 | $151.0K | 0.00% | +2,997+68.6% | Added |
| Optiver Holding B.V. | 6,963 | $145.0K | 0.00% | −64,742−90.3% | Reduced |
| Storebrand Asset Management AS | 6,733 | $140.0K | 0.00% | −9,372−58.2% | Reduced |
| Quent Capital, LLC | 6,520 | $136.0K | 0.03% | +6,500+32,500.0% | Added |
| Leonteq Securities AG | 6,216 | $129.2K | 0.01% | −1,022−14.1% | Reduced |
| Manchester Capital Management LLC | 5,695 | $118.0K | 0.02% | +308+5.7% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $115.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,240 | $112.0K | 0.00% | +33+1.0% | 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 |
| Korea Investment CORP | 4,810 | $100.0K | 0.00% | +2,033+73.2% | Added |
| Basswood Capital Management, L.L.C. | 4,633 | $96.0K | 0.01% | +4,633 | New |
| Hexagon Capital Partners LLC | 4,500 | $94.0K | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 4,373 | $91.0K | 0.00% | −8,637−66.4% | Reduced |
| Equitec Proprietary Markets, LLC | 4,300 | $89.0K | 0.04% | +4,300 | New |
| Gs Investments, Inc. | 4,000 | $83.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| The PNC Financial Services Group, Inc. | 3,659 | $75.0K | 0.00% | −81−2.2% | Reduced |
| Arcadia Investment Management Corp | 3,527 | $73.0K | 0.02% | −950−21.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,216 | $66.9K | 0.00% | +850+35.9% | Added |
| 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 |
| 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 |
| Freemont Management S.A. | 2,100 | $44.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,030 | $42.2K | 0.03% | +642+46.3% | Added |
| Caption Management, LLC | 2,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 2,008 | $41.7K | 0.00% | −110−5.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,790 | $37.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,626 | $34.0K | 0.00% | −3,938−70.8% | Reduced |
| 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 |
| 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 |
| 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 |