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 |
|---|---|---|---|---|---|
| CWM, LLC | 650 | $9.00K | 0.00% | +383+143.4% | Added |
| GWM Advisors LLC | 2,446 | $9.09K | 0.00% | +2,446 | New |
| Cassady Schiller Wealth Management, LLC | 696 | $9.20K | 0.01% | +696 | New |
| Benjamin F. Edwards & Company, Inc. | 780 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 781 | $10.3K | 0.00% | +16+2.1% | Added |
| American International Group, Inc. | 793 | $10.5K | 0.00% | −16−2.0% | Reduced |
| Fifth Third Bancorp | 800 | $10.6K | 0.00% | −425−34.7% | Reduced |
| Bellwether Advisors, LLC | 800 | $10.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,000 | $13.2K | 0.00% | +1,000 | New |
| Your Advocates Ltd., LLP | 1,030 | $13.6K | 0.01% | +1,000+3,333.3% | Added |
| Advisors Asset Management, Inc. | 1,046 | $13.8K | 0.00% | −4,097−79.7% | Reduced |
| Larson Financial Group LLC | 1,067 | $14.1K | 0.00% | +1,067 | New |
| Shell Asset Management Co | 1,155 | $15.0K | 0.00% | −125−9.8% | Reduced |
| Signaturefd, LLC | 1,152 | $15.2K | 0.00% | +272+30.9% | Added |
| Spire Wealth Management | 1,275 | $17.0K | 0.00% | +75+6.3% | Added |
| Compagnie Lombard Odier SCmA | 1,650 | $22.0K | 0.00% | −140−7.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,766 | $23.3K | 0.01% | +1,766 | New |
| MetLife Investment Management | 1,993 | $26.3K | 0.00% | −15−0.7% | Reduced |
| Caption Management, LLC | 2,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 2,071 | $27.4K | 0.00% | −4,662−69.2% | Reduced |
| Quantbot Technologies LP | 2,800 | $37.0K | 0.00% | +1,500+115.4% | Added |
| AdvisorNet Financial, Inc | 3,187 | $42.1K | 0.00% | −455−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,249 | $43.0K | 0.00% | −410−11.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,271 | $43.2K | 0.00% | +55+1.7% | Added |
| Liberty One Investment Management, LLC | 3,404 | $45.0K | 0.01% | +394+13.1% | Added |
| Money Concepts Capital Corp | 3,570 | $47.2K | 0.00% | +560+18.6% | Added |
| Asset Management One Co.,Ltd. | 3,774 | $49.7K | 0.00% | +1,472+63.9% | Added |
| Gs Investments, Inc. | 4,000 | $52.9K | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 4,247 | $56.0K | 0.00% | −126−2.9% | Reduced |
| Capital Impact Advisors, LLC | 4,367 | $57.7K | 0.06% | +471+12.1% | Added |
| WR Wealth Planners, LLC | 4,829 | $63.8K | 0.04% | +2,799+137.9% | Added |
| IFP Advisors, Inc | 1,924 | $66.0K | 0.00% | −1,316−40.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,524 | $73.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,851 | $77.0K | 0.00% | −13,517−69.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,910 | $78.0K | 0.00% | −3,000−33.7% | Reduced |
| Orion Capital Management LLC | 6,410 | $84.7K | 0.06% | −2,500−28.1% | Reduced |
| Russell Investments Group, Ltd. | 7,364 | $97.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 8,278 | $109.0K | 0.01% | +3,089+59.5% | Added |
| Quent Capital, LLC | 8,757 | $115.8K | 0.02% | +2,237+34.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,709 | $125.1K | 0.00% | −13,651−58.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,746 | $128.8K | 0.07% | −2,805−22.3% | Reduced |
| Kercheville Advisors, LLC | 10,000 | $132.2K | 0.09% | 00.0% | Unchanged |
| Antipodean Advisors LLC | 10,000 | $132.2K | 0.44% | +10,000 | New |
| Bridgewater Associates, LP | 10,069 | $133.1K | 0.00% | +10,069 | New |
| Creative Planning | 10,411 | $137.6K | 0.00% | −1,672−13.8% | Reduced |
| Arcadia Investment Management Corp | 10,490 | $138.7K | 0.03% | +6,963+197.4% | Added |
| Citadel Advisors LLC | 10,667 | $141.0K | 0.00% | −12,022−53.0% | Reduced |
| FMR LLC | 10,833 | $143.2K | 0.00% | −5,718−34.5% | Reduced |
| Sherbrooke Park Advisers LLC | 11,300 | $149.4K | 0.11% | +11,300 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,688 | $154.5K | 0.00% | +2,035+21.1% | Added |
| Victory Capital Management Inc | 12,062 | $159.5K | 0.00% | +1,374+12.9% | Added |
| Raymond James & Associates | 12,570 | $166.2K | 0.00% | −108,113−89.6% | Reduced |
| Valeo Financial Advisors, LLC | 12,891 | $170.4K | 0.01% | −3,700−22.3% | Reduced |
| Voya Investment Management LLC | 12,908 | $170.6K | 0.00% | −20−0.2% | Reduced |
| Jefferies Financial Group Inc. | 13,200 | $174.5K | 0.00% | +13,200 | New |
| Cetera Advisor Networks LLC | 13,377 | $176.8K | 0.00% | +1,234+10.2% | Added |
| Manchester Capital Management LLC | 13,452 | $177.8K | 0.03% | +7,757+136.2% | Added |
| International Assets Investment Management, LLC | 14,021 | $185.4K | 0.02% | +14,021 | New |
| Cetera Advisors LLC | 14,533 | $192.1K | 0.00% | +14,533 | New |
| Atria Wealth Solutions, Inc. | 14,967 | $197.9K | 0.00% | +1,117+8.1% | Added |
| Mariner, LLC | 15,568 | $206.0K | 0.00% | +15,568 | New |
| Amalgamated Bank | 16,449 | $217.0K | 0.00% | +2,700+19.6% | Added |
| Harbour Investments, Inc. | 16,608 | $219.6K | 0.01% | +7,900+90.7% | Added |
| Envestnet Asset Management Inc | 16,660 | $220.2K | 0.00% | +1,950+13.3% | Added |
| Point72 Asset Management, L.P. | 16,889 | $223.3K | 0.00% | +16,889 | New |
| Bank of Montreal | 17,348 | $229.5K | 0.00% | −73,050−80.8% | Reduced |
| MML Investors Services, LLC | 17,880 | $236.0K | 0.00% | −4,842−21.3% | Reduced |
| Marshall Wace, LLP | 18,183 | $240.4K | 0.00% | −15,226−45.6% | Reduced |
| Leonteq Securities AG | 19,224 | $254.1K | 0.01% | +13,008+209.3% | Added |
| US Bancorp | 19,822 | $262.0K | 0.00% | +1,614+8.9% | Added |
| Hilltop Holdings Inc. | 20,028 | $264.8K | 0.03% | +4,635+30.1% | Added |
| Advisory Services Network, LLC | 20,643 | $272.9K | 0.01% | −22,984−52.7% | Reduced |
| Arizona State Retirement System | 20,660 | $273.1K | 0.00% | −73−0.4% | Reduced |
| Baader Bank INC | 21,527 | $284.6K | 0.03% | +4,600+27.2% | Added |
| Fairbanks Capital Management, Inc. | 22,000 | $290.8K | 0.26% | +22,000 | New |
| Capula Management Ltd | 22,744 | $300.7K | 0.03% | +22,744 | New |
| Cambridge Investment Research Advisors, Inc. | 22,978 | $304.0K | 0.00% | −8,776−27.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,600 | $312.0K | 0.00% | −74,500−75.9% | Reduced |
| Rockefeller Capital Management L.P. | 23,752 | $314.0K | 0.00% | −18,956−44.4% | Reduced |
| Deutsche Bank AG | 23,835 | $315.1K | 0.00% | −7,175−23.1% | Reduced |
| Centiva Capital, LP | 23,956 | $316.7K | 0.03% | +23,956 | New |
| Tyler-Stone Wealth Management | 24,237 | $320.0K | 0.22% | 00.0% | Unchanged |
| Royal Bank of Canada | 24,866 | $328.0K | 0.00% | −7,232−22.5% | Reduced |
| Stansberry Asset Management, LLC | 25,368 | $335.4K | 0.07% | +497+2.0% | Added |
| Janus Henderson Group PLC | 27,266 | $360.2K | 0.00% | +5,203+23.6% | Added |
| Boston Private Wealth LLC | 27,385 | $362.0K | 0.00% | −56−0.2% | Reduced |
| Kamunting Street Capital Management, L.P. | 27,406 | $362.3K | 0.59% | −5,000−15.4% | Reduced |
| Triumph Capital Management | 27,730 | $366.6K | 0.20% | −9,517−25.6% | Reduced |
| Ameriprise Financial Inc | 28,399 | $368.0K | 0.00% | +1,302+4.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 28,252 | $373.5K | 0.00% | −8,953−24.1% | Reduced |
| TCI Wealth Advisors, Inc. | 29,182 | $385.8K | 0.05% | +258+0.9% | Added |
| Commerce Bank | 29,367 | $388.2K | 0.00% | +29,367 | New |
| Maxi Investments CY Ltd | 30,100 | $398.0K | 0.38% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 30,613 | $405.0K | 0.00% | −3,170−9.4% | Reduced |
| Wells Fargo & Company | 32,275 | $426.7K | 0.00% | −3,766−10.4% | Reduced |
| Zweig-DiMenna Associates LLC | 35,050 | $463.4K | 0.07% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 35,688 | $471.8K | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 36,148 | $478.0K | 0.00% | +758+2.1% | Added |
| Price T Rowe Associates Inc | 36,907 | $488.0K | 0.00% | −3,533−8.7% | Reduced |