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, Q4 2022
Institutional positions in Upstart Holdings, Inc. as of Dec 31, 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
- 267
- −34 vs. Q3 2022
- Shares held
- 29.4M
- −2.11M (−6.7%) vs. Q3 2022
- Total value
- $388.9M
- −$268.1M (−40.8%) vs. Q3 2022
- New holders
- 52
- 67 more added
- Sold out
- 86
- 85 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,396,482 | $84.6M | 0.00% | +384,485+6.4% | Added |
| Morgan Stanley | 4,531,650 | $59.9M | 0.01% | +198,612+4.6% | Added |
| BlackRock Inc. | 3,146,072 | $41.6M | 0.00% | +273,753+9.5% | Added |
| Bank of America Corp | 1,552,004 | $20.5M | 0.00% | +373,435+31.7% | Added |
| State Street Corp | 1,171,948 | $15.5M | 0.00% | −2,374−0.2% | Reduced |
| SG Americas Securities, LLC | 1,033,607 | $13.7M | 0.20% | +320,686+45.0% | Added |
| Geode Capital Management, LLC | 986,242 | $13.0M | 0.00% | +45,450+4.8% | Added |
| Norges Bank | 849,099 | $11.2M | 0.00% | −23,105−2.6% | Reduced |
| Goldman Sachs Group Inc | 835,431 | $11.0M | 0.00% | +433,480+107.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 832,421 | $11.0M | 0.12% | −832,422−50.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 687,524 | $9.09M | 0.02% | −56,413−7.6% | Reduced |
| Brainard Capital Management LLC | 391,666 | $5.18M | 4.39% | +391,666 | New |
| Charles Schwab Investment Management Inc | 371,670 | $4.91M | 0.00% | +8,504+2.3% | Added |
| Robeco Institutional Asset Management B.V. | 330,000 | $4.36M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 292,091 | $3.86M | 0.00% | +9,083+3.2% | Added |
| Barclays PLC | 289,874 | $3.83M | 0.00% | +63,495+28.0% | Added |
| Jane Street Group, LLC | 263,801 | $3.49M | 0.01% | +111,371+73.1% | Added |
| Fred Alger Management, LLC | 242,794 | $3.21M | 0.02% | −50,860−17.3% | Reduced |
| Nuveen Asset Management, LLC | 241,546 | $3.19M | 0.00% | +19,957+9.0% | Added |
| Bank of New York Mellon Corp | 230,392 | $3.05M | 0.00% | −10,373−4.3% | Reduced |
| First Trust Advisors LP | 176,938 | $2.34M | 0.00% | +61,615+53.4% | Added |
| Swiss National Bank | 176,800 | $2.34M | 0.00% | −4,100−2.3% | Reduced |
| Cubist Systematic Strategies, LLC | 160,544 | $2.12M | 0.02% | +48,344+43.1% | Added |
| Liontrust Investment Partners LLP | 155,000 | $2.05M | 0.04% | 00.0% | Unchanged |
| California Public Employees Retirement System | 124,335 | $1.64M | 0.00% | −26,664−17.7% | Reduced |
| National Bank of Canada | 117,616 | $1.55M | 0.00% | −87,100−42.5% | Reduced |
| Nomura Holdings Inc | 110,618 | $1.46M | 0.01% | −146,401−57.0% | Reduced |
| UBS Asset Management Americas Inc | 110,401 | $1.46M | 0.00% | +14,377+15.0% | Added |
| Carnegie Capital Asset Management, LLC | 106,761 | $1.41M | 0.06% | −99,204−48.2% | Reduced |
| XTX Topco Ltd | 94,162 | $1.24M | 0.26% | +57,625+157.7% | Added |
| Pictet Asset Management SA | 93,830 | $1.24M | 0.00% | +2,538+2.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $1.24M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 92,032 | $1.22M | 0.00% | −1,635−1.7% | Reduced |
| Banque Pictet & Cie SA | 88,000 | $1.16M | 0.01% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 86,766 | $1.15M | 0.25% | −9,307−9.7% | Reduced |
| WMG Financial Advisors, LLC | 81,670 | $1.08M | 0.92% | +2,752+3.5% | Added |
| Invesco Ltd. | 80,867 | $1.07M | 0.00% | +28,968+55.8% | Added |
| State Board of Administration of Florida Retirement System | 79,922 | $1.06M | 0.00% | −1,980−2.4% | Reduced |
| UBS Group AG | 77,452 | $1.02M | 0.00% | −46,552−37.5% | Reduced |
| Dorsal Capital Management, LLC | 75,000 | $991.5K | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 74,434 | $984.0K | 0.00% | +1,362+1.9% | Added |
| JPMorgan Chase & Co | 73,734 | $974.0K | 0.00% | −96,871−56.8% | Reduced |
| Credit Suisse AG | 72,463 | $958.0K | 0.00% | −46,748−39.2% | Reduced |
| Seven Eight Capital, LP | 71,412 | $944.1K | 0.25% | −13,317−15.7% | Reduced |
| HRT Financial LP | 69,356 | $916.0K | 0.01% | +52,059+301.0% | Added |
| New York State Common Retirement Fund | 64,500 | $852.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 61,826 | $817.3K | 0.00% | −4,987−7.5% | Reduced |
| Citigroup Inc | 61,668 | $815.3K | 0.00% | −22,255−26.5% | Reduced |
| Commonwealth Equity Services, LLC | 57,444 | $759.0K | 0.00% | −69,557−54.8% | Reduced |
| LPL Financial LLC | 53,311 | $704.8K | 0.00% | −15,732−22.8% | Reduced |
| Squarepoint Ops LLC | 50,934 | $673.3K | 0.00% | +6,979+15.9% | Added |
| Advisor Group Holdings, Inc. | 50,334 | $665.5K | 0.00% | +16,917+50.6% | Added |
| Bailard, Inc. | 49,000 | $647.8K | 0.02% | +49,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 46,883 | $620.0K | 0.00% | −598−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 44,100 | $583.0K | 0.01% | +32,043+265.8% | Added |
| Alliancebernstein L.P. | 43,030 | $568.9K | 0.00% | +21,228+97.4% | Added |
| HSBC Holdings PLC | 42,954 | $562.7K | 0.00% | −1,884−4.2% | Reduced |
| Optiver Holding B.V. | 42,214 | $557.9K | 0.03% | +35,251+506.3% | Added |
| Miracle Mile Advisors, LLC | 40,305 | $532.8K | 0.02% | 00.0% | Unchanged |
| Amundi | 34,345 | $528.9K | 0.00% | +32,200+1,501.2% | Added |
| Wolverine Asset Management LLC | 38,874 | $513.9K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 37,908 | $501.0K | 0.00% | −18,855−33.2% | Reduced |
| Price T Rowe Associates Inc | 36,907 | $488.0K | 0.00% | −3,533−8.7% | Reduced |
| Virtu Financial LLC | 36,905 | $488.0K | 0.06% | +36,905 | New |
| Public Employees Retirement System of Ohio | 36,148 | $478.0K | 0.00% | +758+2.1% | Added |
| Coastal Bridge Advisors, LLC | 35,688 | $471.8K | 0.13% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 35,050 | $463.4K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 32,275 | $426.7K | 0.00% | −3,766−10.4% | Reduced |
| Treasurer of the State of North Carolina | 30,613 | $405.0K | 0.00% | −3,170−9.4% | Reduced |
| Maxi Investments CY Ltd | 30,100 | $398.0K | 0.38% | 00.0% | Unchanged |
| Commerce Bank | 29,367 | $388.2K | 0.00% | +29,367 | New |
| TCI Wealth Advisors, Inc. | 29,182 | $385.8K | 0.05% | +258+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 28,252 | $373.5K | 0.00% | −8,953−24.1% | Reduced |
| Ameriprise Financial Inc | 28,399 | $368.0K | 0.00% | +1,302+4.8% | Added |
| Triumph Capital Management | 27,730 | $366.6K | 0.20% | −9,517−25.6% | Reduced |
| Kamunting Street Capital Management, L.P. | 27,406 | $362.3K | 0.59% | −5,000−15.4% | Reduced |
| Boston Private Wealth LLC | 27,385 | $362.0K | 0.00% | −56−0.2% | Reduced |
| Janus Henderson Group PLC | 27,266 | $360.2K | 0.00% | +5,203+23.6% | Added |
| Stansberry Asset Management, LLC | 25,368 | $335.4K | 0.07% | +497+2.0% | Added |
| Royal Bank of Canada | 24,866 | $328.0K | 0.00% | −7,232−22.5% | Reduced |
| Tyler-Stone Wealth Management | 24,237 | $320.0K | 0.22% | 00.0% | Unchanged |
| Centiva Capital, LP | 23,956 | $316.7K | 0.03% | +23,956 | New |
| Deutsche Bank AG | 23,835 | $315.1K | 0.00% | −7,175−23.1% | Reduced |
| Rockefeller Capital Management L.P. | 23,752 | $314.0K | 0.00% | −18,956−44.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,600 | $312.0K | 0.00% | −74,500−75.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,978 | $304.0K | 0.00% | −8,776−27.6% | Reduced |
| Capula Management Ltd | 22,744 | $300.7K | 0.03% | +22,744 | New |
| Fairbanks Capital Management, Inc. | 22,000 | $290.8K | 0.26% | +22,000 | New |
| Baader Bank INC | 21,527 | $284.6K | 0.03% | +4,600+27.2% | Added |
| Arizona State Retirement System | 20,660 | $273.1K | 0.00% | −73−0.4% | Reduced |
| Advisory Services Network, LLC | 20,643 | $272.9K | 0.01% | −22,984−52.7% | Reduced |
| Hilltop Holdings Inc. | 20,028 | $264.8K | 0.03% | +4,635+30.1% | Added |
| US Bancorp | 19,822 | $262.0K | 0.00% | +1,614+8.9% | Added |
| Leonteq Securities AG | 19,224 | $254.1K | 0.01% | +13,008+209.3% | Added |
| Marshall Wace, LLP | 18,183 | $240.4K | 0.00% | −15,226−45.6% | Reduced |
| MML Investors Services, LLC | 17,880 | $236.0K | 0.00% | −4,842−21.3% | Reduced |
| Bank of Montreal | 17,348 | $229.5K | 0.00% | −73,050−80.8% | Reduced |
| Point72 Asset Management, L.P. | 16,889 | $223.3K | 0.00% | +16,889 | New |
| Envestnet Asset Management Inc | 16,660 | $220.2K | 0.00% | +1,950+13.3% | Added |
| Harbour Investments, Inc. | 16,608 | $219.6K | 0.01% | +7,900+90.7% | Added |