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, Q1 2023
Institutional positions in Upstart Holdings, Inc. as of Mar 31, 2023. 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
- 266
- +4 vs. Q4 2022
- Shares held
- 29.6M
- +252.9K (+0.9%) vs. Q4 2022
- Total value
- $471.6M
- +$83.1M (+21.4%) vs. Q4 2022
- New holders
- 47
- 78 more added
- Sold out
- 43
- 64 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,415,383 | $101.9M | 0.00% | +18,901+0.3% | Added |
| BlackRock Inc. | 3,228,416 | $51.3M | 0.00% | +82,344+2.6% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,664,843 | $26.5M | 0.18% | +832,422+100.0% | Added |
| Bank of America Corp | 1,641,365 | $26.1M | 0.00% | +89,361+5.8% | Added |
| JPMorgan Chase & Co | 1,354,416 | $21.5M | 0.00% | +1,280,682+1,736.9% | Added |
| Morgan Stanley | 1,238,038 | $19.7M | 0.00% | −3,293,612−72.7% | Reduced |
| State Street Corp | 1,167,896 | $18.6M | 0.00% | −4,052−0.3% | Reduced |
| Geode Capital Management, LLC | 1,029,182 | $16.4M | 0.00% | +42,940+4.4% | Added |
| SG Americas Securities, LLC | 1,009,133 | $16.0M | 0.22% | −24,474−2.4% | Reduced |
| Goldman Sachs Group Inc | 818,951 | $13.0M | 0.00% | −16,480−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 793,140 | $12.6M | 0.03% | +105,616+15.4% | Added |
| Norges Bank | 620,479 | $9.86M | 0.00% | −228,620−26.9% | Reduced |
| Barclays PLC | 487,463 | $7.75M | 0.01% | +197,589+68.2% | Added |
| Brainard Capital Management LLC | 391,666 | $6.22M | 4.76% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 373,899 | $5.94M | 0.00% | +2,229+0.6% | Added |
| Jane Street Group, LLC | 335,683 | $5.33M | 0.01% | +71,882+27.2% | Added |
| Robeco Institutional Asset Management B.V. | 330,000 | $5.24M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 294,141 | $4.67M | 0.00% | +2,050+0.7% | Added |
| National Bank of Canada | 237,199 | $3.77M | 0.01% | +119,583+101.7% | Added |
| Nuveen Asset Management, LLC | 235,436 | $3.74M | 0.00% | −6,110−2.5% | Reduced |
| Bank of New York Mellon Corp | 233,064 | $3.70M | 0.00% | +2,672+1.2% | Added |
| Susquehanna International Group, LLP | 224,609 | $3.57M | 0.01% | +224,609 | New |
| Bank of Montreal | 222,697 | $3.55M | 0.00% | +205,349+1,183.7% | Added |
| Freshford Capital Management, LLC | 218,468 | $3.47M | 0.63% | +218,468 | New |
| Pictet Asset Management SA | 195,818 | $3.11M | 0.00% | +101,988+108.7% | Added |
| Millennium Management LLC | 172,341 | $2.74M | 0.00% | +134,433+354.6% | Added |
| Swiss National Bank | 159,100 | $2.53M | 0.00% | −17,700−10.0% | Reduced |
| HRT Financial LP | 153,541 | $2.44M | 0.03% | +84,185+121.4% | Added |
| Fred Alger Management, LLC | 148,512 | $2.36M | 0.01% | −94,282−38.8% | Reduced |
| FMR LLC | 144,704 | $2.30M | 0.00% | +133,871+1,235.8% | Added |
| Jump Financial, LLC | 130,918 | $2.08M | 0.08% | +130,918 | New |
| Citadel Advisors LLC | 123,719 | $1.97M | 0.00% | +113,052+1,059.8% | Added |
| Marshall Wace, LLP | 119,196 | $1.89M | 0.00% | +101,013+555.5% | Added |
| UBS Asset Management Americas Inc | 116,375 | $1.85M | 0.00% | +5,974+5.4% | Added |
| Invesco Ltd. | 116,237 | $1.85M | 0.00% | +35,370+43.7% | Added |
| UBS Group AG | 94,498 | $1.50M | 0.00% | +17,046+22.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $1.49M | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 92,202 | $1.47M | 0.01% | +92,202 | New |
| Independent Advisor Alliance | 91,415 | $1.45M | 0.07% | +91,415 | New |
| California State Teachers Retirement System | 91,113 | $1.45M | 0.00% | −919−1.0% | Reduced |
| Banque Pictet & Cie SA | 91,000 | $1.45M | 0.01% | +3,000+3.4% | Added |
| WMG Financial Advisors, LLC | 82,430 | $1.31M | 1.09% | +760+0.9% | Added |
| State Board of Administration of Florida Retirement System | 79,922 | $1.27M | 0.00% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 75,000 | $1.19M | 0.21% | +75,000 | New |
| Rhumbline Advisers | 74,218 | $1.18M | 0.00% | −216−0.3% | Reduced |
| Resources Management Corp | 31,335 | $1.17M | 0.23% | +31,330+626,600.0% | Added |
| Carnegie Capital Asset Management, LLC | 71,258 | $1.13M | 0.05% | −35,503−33.3% | Reduced |
| Sculptor Capital LP | 70,000 | $1.11M | 0.03% | +69,900+69,900.0% | Added |
| Credit Suisse AG | 67,167 | $1.07M | 0.00% | −5,296−7.3% | Reduced |
| Legal & General Group Plc | 65,610 | $1.04M | 0.00% | +3,784+6.1% | Added |
| New York State Common Retirement Fund | 64,500 | $1.02M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 63,294 | $1.01M | 0.01% | −97,250−60.6% | Reduced |
| Seven Eight Capital, LP | 60,473 | $960.9K | 0.20% | −10,939−15.3% | Reduced |
| Commonwealth Equity Services, LLC | 50,746 | $806.0K | 0.00% | −6,698−11.7% | Reduced |
| LPL Financial LLC | 49,708 | $789.9K | 0.00% | −3,603−6.8% | Reduced |
| Capula Management Ltd | 49,389 | $784.8K | 0.07% | +26,645+117.2% | Added |
| Bailard, Inc. | 49,000 | $778.6K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 48,845 | $776.0K | 0.00% | +1,962+4.2% | Added |
| Bayesian Capital Management, LP | 48,800 | $775.4K | 0.10% | +48,800 | New |
| Wells Fargo & Company | 46,338 | $736.3K | 0.00% | +14,063+43.6% | Added |
| Schonfeld Strategic Advisors LLC | 45,600 | $724.6K | 0.01% | +22,000+93.2% | Added |
| Dimensional Fund Advisors LP | 45,483 | $722.7K | 0.00% | +45,483 | New |
| Cantor Fitzgerald, L. P. | 50,000 | $709.5K | 0.02% | +50,000 | New |
| Alliancebernstein L.P. | 41,944 | $666.5K | 0.00% | −1,086−2.5% | Reduced |
| Oak Thistle LLC | 40,360 | $641.3K | 0.38% | +40,360 | New |
| Miracle Mile Advisors, LLC | 40,305 | $640.4K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 38,932 | $618.6K | 0.04% | +38,932 | New |
| Raymond James Financial Services Advisors, Inc. | 37,514 | $596.1K | 0.00% | +9,262+32.8% | Added |
| Advisory Services Network, LLC | 37,461 | $595.2K | 0.02% | +16,818+81.5% | Added |
| Fairbanks Capital Management, Inc. | 37,100 | $589.5K | 0.47% | +15,100+68.6% | Added |
| Price T Rowe Associates Inc | 36,013 | $573.0K | 0.00% | −894−2.4% | Reduced |
| Coastal Bridge Advisors, LLC | 35,688 | $567.1K | 0.14% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35,393 | $562.4K | 0.07% | +21,941+163.1% | Added |
| Public Employees Retirement System of Ohio | 35,060 | $557.0K | 0.00% | −1,088−3.0% | Reduced |
| HSBC Holdings PLC | 34,159 | $527.4K | 0.00% | −8,795−20.5% | Reduced |
| Janus Henderson Group PLC | 32,677 | $519.6K | 0.00% | +5,411+19.8% | Added |
| TCI Wealth Advisors, Inc. | 32,369 | $514.3K | 0.07% | +3,187+10.9% | Added |
| Commerce Bank | 30,942 | $491.7K | 0.00% | +1,575+5.4% | Added |
| Treasurer of the State of North Carolina | 30,833 | $490.0K | 0.00% | +220+0.7% | Added |
| Ameriprise Financial Inc | 30,783 | $489.1K | 0.00% | +2,384+8.4% | Added |
| Maxi Investments CY Ltd | 30,100 | $478.0K | 0.39% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 29,648 | $471.1K | 0.02% | +29,648 | New |
| Zweig-DiMenna Associates LLC | 29,560 | $469.7K | 0.06% | −5,490−15.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,602 | $454.0K | 0.00% | +5,624+24.5% | Added |
| Royal Bank of Canada | 27,725 | $440.0K | 0.00% | +2,859+11.5% | Added |
| Boston Private Wealth LLC | 26,916 | $427.7K | 0.01% | −469−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 26,600 | $422.7K | 0.00% | +26,600 | New |
| Advisor Group Holdings, Inc. | 25,556 | $406.8K | 0.00% | −24,778−49.2% | Reduced |
| Citigroup Inc | 25,018 | $397.5K | 0.00% | −36,650−59.4% | Reduced |
| MML Investors Services, LLC | 24,826 | $394.0K | 0.00% | +6,946+38.8% | Added |
| Hilltop Holdings Inc. | 23,564 | $374.4K | 0.05% | +3,536+17.7% | Added |
| Tudor Investment Corp Et Al | 23,497 | $373.0K | 0.01% | +23,497 | New |
| State of Wisconsin Investment Board | 23,182 | $368.4K | 0.00% | +23,182 | New |
| Capital Fund Management S.A. | 23,000 | $365.5K | 0.01% | +23,000 | New |
| First Trust Advisors LP | 22,420 | $356.3K | 0.00% | −154,518−87.3% | Reduced |
| D. E. Shaw & Co., Inc. | 22,342 | $355.0K | 0.00% | +22,342 | New |
| Regal Investment Advisors LLC | 21,505 | $341.7K | 0.03% | +21,505 | New |
| AE Wealth Management LLC | 21,377 | $339.7K | 0.00% | +21,377 | New |
| Arizona State Retirement System | 21,351 | $339.3K | 0.00% | +691+3.3% | Added |
| Rockefeller Capital Management L.P. | 19,787 | $314.0K | 0.00% | −3,965−16.7% | Reduced |