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.
Q1 2023 vs. Q4 2022
How the institutions holding Upstart Holdings, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 267 | 5 | 266 | +4 |
| Shares | 29.4M | 25.0K | 29.6M | +252.9K (+0.9%) |
| Value | $388.9M | $329.5K | $471.6M | +$83.1M (+21.4%) |
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (47)
Institutions that held Upstart Holdings, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (43)
Institutions that held Upstart Holdings, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (5)
Institutions that held Upstart Holdings, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Tyler-Stone Wealth Management | 24,237 | $320.0K |
| CoreCap Advisors, LLC | 412 | $5.45K |
| Cribstone Capital Management, LLC | 300 | $3.97K |
| Cornerstone Planning Group LLC | 4 | $63 |
| Glass Jacobson Investment Advisors llc | 4 | $53 |