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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,501−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −14,141−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −13,381−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −13,345−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −12,735−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −12,443−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,514−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −11,351−100.0% | Sold out |
| Longitude (Cayman) Ltd. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,919−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −10,854−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,336−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,285−100.0% | Sold out |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −10,020−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −9,877−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −9,687−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,633−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Seeyond | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |