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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 36,905 | $488.0K | 0.06% | +36,905 | New |
| Millennium Management LLC | 37,908 | $501.0K | 0.00% | −18,855−33.2% | Reduced |
| Wolverine Asset Management LLC | 38,874 | $513.9K | 0.01% | 00.0% | Unchanged |
| Amundi | 34,345 | $528.9K | 0.00% | +32,200+1,501.2% | Added |
| Miracle Mile Advisors, LLC | 40,305 | $532.8K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 42,214 | $557.9K | 0.03% | +35,251+506.3% | Added |
| HSBC Holdings PLC | 42,954 | $562.7K | 0.00% | −1,884−4.2% | Reduced |
| Alliancebernstein L.P. | 43,030 | $568.9K | 0.00% | +21,228+97.4% | Added |
| ExodusPoint Capital Management, LP | 44,100 | $583.0K | 0.01% | +32,043+265.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 46,883 | $620.0K | 0.00% | −598−1.3% | Reduced |
| Bailard, Inc. | 49,000 | $647.8K | 0.02% | +49,000 | New |
| Advisor Group Holdings, Inc. | 50,334 | $665.5K | 0.00% | +16,917+50.6% | Added |
| Squarepoint Ops LLC | 50,934 | $673.3K | 0.00% | +6,979+15.9% | Added |
| LPL Financial LLC | 53,311 | $704.8K | 0.00% | −15,732−22.8% | Reduced |
| Commonwealth Equity Services, LLC | 57,444 | $759.0K | 0.00% | −69,557−54.8% | Reduced |
| Citigroup Inc | 61,668 | $815.3K | 0.00% | −22,255−26.5% | Reduced |
| Legal & General Group Plc | 61,826 | $817.3K | 0.00% | −4,987−7.5% | Reduced |
| New York State Common Retirement Fund | 64,500 | $852.7K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 69,356 | $916.0K | 0.01% | +52,059+301.0% | Added |
| Seven Eight Capital, LP | 71,412 | $944.1K | 0.25% | −13,317−15.7% | Reduced |
| Credit Suisse AG | 72,463 | $958.0K | 0.00% | −46,748−39.2% | Reduced |
| JPMorgan Chase & Co | 73,734 | $974.0K | 0.00% | −96,871−56.8% | Reduced |
| Rhumbline Advisers | 74,434 | $984.0K | 0.00% | +1,362+1.9% | Added |
| Dorsal Capital Management, LLC | 75,000 | $991.5K | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 77,452 | $1.02M | 0.00% | −46,552−37.5% | Reduced |
| State Board of Administration of Florida Retirement System | 79,922 | $1.06M | 0.00% | −1,980−2.4% | Reduced |
| Invesco Ltd. | 80,867 | $1.07M | 0.00% | +28,968+55.8% | Added |
| WMG Financial Advisors, LLC | 81,670 | $1.08M | 0.92% | +2,752+3.5% | Added |
| IMC-Chicago, LLC | 86,766 | $1.15M | 0.25% | −9,307−9.7% | Reduced |
| Banque Pictet & Cie SA | 88,000 | $1.16M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 92,032 | $1.22M | 0.00% | −1,635−1.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $1.24M | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 93,830 | $1.24M | 0.00% | +2,538+2.8% | Added |
| XTX Topco Ltd | 94,162 | $1.24M | 0.26% | +57,625+157.7% | Added |
| Carnegie Capital Asset Management, LLC | 106,761 | $1.41M | 0.06% | −99,204−48.2% | Reduced |
| UBS Asset Management Americas Inc | 110,401 | $1.46M | 0.00% | +14,377+15.0% | Added |
| Nomura Holdings Inc | 110,618 | $1.46M | 0.01% | −146,401−57.0% | Reduced |
| National Bank of Canada | 117,616 | $1.55M | 0.00% | −87,100−42.5% | Reduced |
| California Public Employees Retirement System | 124,335 | $1.64M | 0.00% | −26,664−17.7% | Reduced |
| Liontrust Investment Partners LLP | 155,000 | $2.05M | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 160,544 | $2.12M | 0.02% | +48,344+43.1% | Added |
| Swiss National Bank | 176,800 | $2.34M | 0.00% | −4,100−2.3% | Reduced |
| First Trust Advisors LP | 176,938 | $2.34M | 0.00% | +61,615+53.4% | Added |
| Bank of New York Mellon Corp | 230,392 | $3.05M | 0.00% | −10,373−4.3% | Reduced |
| Nuveen Asset Management, LLC | 241,546 | $3.19M | 0.00% | +19,957+9.0% | Added |
| Fred Alger Management, LLC | 242,794 | $3.21M | 0.02% | −50,860−17.3% | Reduced |
| Jane Street Group, LLC | 263,801 | $3.49M | 0.01% | +111,371+73.1% | Added |
| Barclays PLC | 289,874 | $3.83M | 0.00% | +63,495+28.0% | Added |
| Northern Trust Corp | 292,091 | $3.86M | 0.00% | +9,083+3.2% | Added |
| Robeco Institutional Asset Management B.V. | 330,000 | $4.36M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 371,670 | $4.91M | 0.00% | +8,504+2.3% | Added |
| Brainard Capital Management LLC | 391,666 | $5.18M | 4.39% | +391,666 | New |
| Mirae Asset Global Investments Co., Ltd. | 687,524 | $9.09M | 0.02% | −56,413−7.6% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 832,421 | $11.0M | 0.12% | −832,422−50.0% | Reduced |
| Goldman Sachs Group Inc | 835,431 | $11.0M | 0.00% | +433,480+107.8% | Added |
| Norges Bank | 849,099 | $11.2M | 0.00% | −23,105−2.6% | Reduced |
| Geode Capital Management, LLC | 986,242 | $13.0M | 0.00% | +45,450+4.8% | Added |
| SG Americas Securities, LLC | 1,033,607 | $13.7M | 0.20% | +320,686+45.0% | Added |
| State Street Corp | 1,171,948 | $15.5M | 0.00% | −2,374−0.2% | Reduced |
| Bank of America Corp | 1,552,004 | $20.5M | 0.00% | +373,435+31.7% | Added |
| BlackRock Inc. | 3,146,072 | $41.6M | 0.00% | +273,753+9.5% | Added |
| Morgan Stanley | 4,531,650 | $59.9M | 0.01% | +198,612+4.6% | Added |
| Vanguard Group Inc | 6,396,482 | $84.6M | 0.00% | +384,485+6.4% | Added |
| Missouri Trust & Investment Co | 22 | – | – | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4,985 | – | – | −539−9.8% | Reduced |
| MBM Wealth Consultants, LLC | 5 | – | – | +5 | New |
| McElhenny Sheffield Capital Management, LLC | 74 | – | – | +74 | New |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −999,647−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −282,899−100.0% | Sold out |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −285,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −145,199−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −117,463−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −114,918−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −100,100−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −103,357−100.0% | Sold out |
| Bordeaux Wealth Advisors LLC | 0 | $0 | 0.00% | −105,396−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −103,036−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −95,469−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −86,994−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −79,663−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −73,334−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −66,244−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −49,982−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −28,960−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −27,350−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −25,890−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −25,718−100.0% | Sold out |
| Must Asset Management Inc. | 0 | $0 | 0.00% | −25,080−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −16,205−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −24,560−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −23,220−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −18,464−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −17,566−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −17,365−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −16,834−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −14,887−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,572−100.0% | Sold out |