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.
Q4 2022 vs. Q3 2022
How the institutions holding Upstart Holdings, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 306 | 5 | 267 | −34 |
| Shares | 31.6M | 88.4K | 29.4M | −2.11M (−6.7%) |
| Value | $658.8M | $1.84M | $388.9M | −$268.1M (−40.8%) |
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (52)
Institutions that held Upstart Holdings, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (86)
Institutions that held Upstart Holdings, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
Not filed for Q4 2022 yet (5)
Institutions that held Upstart Holdings, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 54,390 | $1.13M |
| Strategic Wealth Advisors Group, LLC | 17,875 | $372.0K |
| Eaton Vance Management | 15,661 | $326.0K |
| Wipfli Financial Advisors LLC, | 444 | $9.00K |
| Covington Capital Management | 50 | $1.00K |