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 |
|---|---|---|---|---|---|
| Seeyond | 1,185 | $24.0K | 0.00% | −66−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,087 | $22.0K | 0.00% | +1,087 | New |
| Albion Financial Group | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 907 | $19.0K | 0.00% | −900−49.8% | Reduced |
| Signaturefd, LLC | 880 | $18.0K | 0.00% | +177+25.2% | Added |
| American International Group, Inc. | 809 | $17.0K | 0.00% | −31−3.7% | Reduced |
| Geneos Wealth Management Inc. | 790 | $16.0K | 0.00% | −1,028−56.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 780 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 800 | $16.0K | 0.01% | −2−0.2% | Reduced |
| Tradition Wealth Management, LLC | 753 | $16.0K | 0.00% | +390+107.4% | Added |
| Parallel Advisors, LLC | 765 | $16.0K | 0.00% | +447+140.6% | Added |
| Banque Cantonale Vaudoise | 717 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sculptor Capital LP | 700 | $15.0K | 0.00% | +700 | New |
| CKW Financial Group | 683 | $14.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 654 | $14.0K | 0.01% | +654 | New |
| Column Capital Advisors, LLC | 610 | $13.0K | 0.00% | +375+159.6% | Added |
| Optimum Investment Advisors | 560 | $12.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 551 | $11.0K | 0.00% | −14−2.5% | Reduced |
| Harbor Investment Advisory, LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 449 | $9.00K | 0.01% | −899−66.7% | Reduced |
| TSFG, LLC | 451 | $9.00K | 0.00% | −560−55.4% | Reduced |
| City State Bank | 409 | $9.00K | 0.01% | +400+4,444.4% | Added |
| Wipfli Financial Advisors LLC, | 444 | $9.00K | 0.00% | +444 | New |
| Alpha Paradigm Partners, LLC | 382 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 330 | $7.00K | 0.00% | −298−47.5% | Reduced |
| Rise Advisors, LLC | 315 | $7.00K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 267 | $6.00K | 0.00% | −424−61.4% | Reduced |
| JFS Wealth Advisors, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 269 | $6.00K | 0.00% | +245+1,020.8% | Added |
| Harvest Fund Management Co., Ltd | 239 | $5.00K | 0.00% | +134+127.6% | Added |
| SJS Investment Consulting Inc. | 233 | $5.00K | 0.00% | +233 | New |
| Central Trust Co | 200 | $4.00K | 0.00% | −200−50.0% | Reduced |
| Proequities, Inc. | 182 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 216 | $4.00K | 0.00% | +100+86.2% | Added |
| FNY Investment Advisers, LLC | 210 | $4.00K | 0.00% | +190+950.0% | Added |
| TD Waterhouse Canada Inc. | 135 | $3.59K | 0.00% | −742−84.6% | Reduced |
| Meeder Asset Management Inc | 128 | $3.00K | 0.00% | −126−49.6% | Reduced |
| Wolff Wiese Magana LLC | 150 | $3.00K | 0.00% | −75−33.3% | Reduced |
| Adirondack Trust Co | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 161 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 123 | $3.00K | 0.00% | −11−8.2% | Reduced |
| Bell Investment Advisors, Inc | 127 | $3.00K | 0.00% | +101+388.5% | Added |
| MUFG Americas Holdings Corp | 125 | $3.00K | 0.00% | +125 | New |
| Stonebridge Capital Advisors LLC | 130 | $3.00K | 0.00% | +130 | New |
| Heritage Wealth Advisors | 100 | $2.08K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 100 | $2.00K | 0.00% | −48−32.4% | Reduced |
| Global Retirement Partners, LLC | 84 | $2.00K | 0.00% | −30−26.3% | Reduced |
| Parkside Financial Bank & Trust | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 90 | $1.87K | 0.00% | +90 | New |
| Gables Capital Management Inc. | 60 | $1.00K | 0.00% | −1,215−95.3% | Reduced |
| Mizuho Securities Co. Ltd. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 35 | $1.00K | 0.00% | +17+94.4% | Added |
| Missouri Trust & Investment Co | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Ronald Blue Trust, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Householder Group Estate & Retirement Specialist, LLC | 60 | $1.00K | 0.00% | +60 | New |
| Beacon Capital Management, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Anchor Investment Management, LLC | 41 | $852 | 0.00% | −100−70.9% | Reduced |
| American State Bank (Iowa) | 10 | $208 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $104 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $42 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $0 | 0.00% | −15,607−100.0% | Reduced |
| Hudock, Inc. | 4 | $0 | 0.00% | −808−99.5% | Reduced |
| Huntington National Bank | 13 | $0 | 0.00% | −150−92.0% | Reduced |
| Castleview Partners, LLC | 10 | $0 | 0.00% | −63−86.3% | Reduced |
| North Star Investment Management Corp. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $0 | 0.00% | −8−50.0% | Reduced |
| Allworth Financial LP | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 6 | $0 | 0.00% | −20−76.9% | Reduced |
| SOA Wealth Advisors, LLC. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 5 | $0 | 0.00% | +2+66.7% | Added |
| Kistler-Tiffany Companies, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −11−73.3% | Reduced |
| NVWM, LLC | 20 | $0 | 0.00% | +10+100.0% | Added |
| Investors Research Corp | 16 | $0 | 0.00% | +1+6.7% | Added |
| Prestige Wealth Management Group LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |