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 |
|---|---|---|---|---|---|
| Your Advocates Ltd., LLP | 1,030 | $16.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,147 | $17.1K | 0.00% | +1,147 | New |
| Shell Asset Management Co | 1,152 | $18.0K | 0.00% | −3−0.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,179 | $18.7K | 0.01% | +483+69.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,203 | $19.1K | 0.00% | +1,203 | New |
| Ancora Advisors, LLC | 1,212 | $19.3K | 0.00% | +1,212 | New |
| Spire Wealth Management | 1,559 | $24.8K | 0.00% | +284+22.3% | Added |
| Venturi Wealth Management, LLC | 1,559 | $24.8K | 0.00% | +1,559 | New |
| Compagnie Lombard Odier SCmA | 1,650 | $26.2K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,657 | $26.3K | 0.00% | −414−20.0% | Reduced |
| Signaturefd, LLC | 1,708 | $27.1K | 0.00% | +556+48.3% | Added |
| ICA Group Wealth Management, LLC | 1,766 | $28.1K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,782 | $28.3K | 0.00% | −5,582−75.8% | Reduced |
| MetLife Investment Management | 1,997 | $31.7K | 0.00% | +4+0.2% | Added |
| Capital Impact Advisors, LLC | 2,635 | $41.9K | 0.05% | −1,732−39.7% | Reduced |
| AdvisorNet Financial, Inc | 3,187 | $50.6K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 3,359 | $53.4K | 0.00% | −415−11.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,576 | $56.8K | 0.00% | +327+10.1% | Added |
| GWM Advisors LLC | 3,640 | $57.8K | 0.00% | +1,194+48.8% | Added |
| Tradition Wealth Management, LLC | 3,818 | $61.0K | 0.01% | +3,465+981.6% | Added |
| Federation des caisses Desjardins du Quebec | 3,946 | $62.7K | 0.00% | +675+20.6% | Added |
| Gs Investments, Inc. | 4,000 | $63.6K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 4,200 | $66.0K | 0.01% | −4,078−49.3% | Reduced |
| Liberty One Investment Management, LLC | 4,649 | $73.9K | 0.01% | +1,245+36.6% | Added |
| Amundi | 4,967 | $83.4K | 0.00% | −29,378−85.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,440 | $86.0K | 0.00% | −470−8.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,524 | $88.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,775 | $91.8K | 0.00% | −33,099−85.1% | Reduced |
| Westside Investment Management, Inc. | 5,865 | $93.2K | 0.03% | +880+17.7% | Added |
| Quantbot Technologies LP | 5,974 | $94.9K | 0.01% | +3,174+113.4% | Added |
| Orion Capital Management LLC | 6,210 | $98.7K | 0.07% | −200−3.1% | Reduced |
| US Bancorp | 6,752 | $107.3K | 0.00% | −13,070−65.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,369 | $117.0K | 0.00% | +3,122+73.5% | Added |
| International Assets Investment Management, LLC | 8,567 | $136.1K | 0.02% | −5,454−38.9% | Reduced |
| CTC LLC | 10,100 | $143.3K | 0.00% | +10,100 | New |
| Newbridge Financial Services Group, Inc. | 9,493 | $150.8K | 0.08% | −253−2.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,709 | $154.3K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 10,000 | $158.9K | 0.11% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,000 | $158.9K | 0.04% | +10,000 | New |
| Nomura Holdings Inc | 10,142 | $161.2K | 0.00% | −100,476−90.8% | Reduced |
| Arcadia Investment Management Corp | 10,490 | $166.7K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,788 | $171.0K | 0.01% | +4,937+84.4% | Added |
| Triumph Capital Management | 10,810 | $171.8K | 0.09% | −16,920−61.0% | Reduced |
| Ieq Capital, LLC | 11,236 | $178.5K | 0.00% | +11,236 | New |
| Gotham Asset Management, LLC | 11,544 | $183.4K | 0.00% | +11,544 | New |
| Raymond James & Associates | 11,640 | $185.0K | 0.00% | −930−7.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,688 | $185.7K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 11,800 | $187.5K | 0.02% | +11,800 | New |
| Amalgamated Bank | 12,165 | $193.0K | 0.00% | −4,284−26.0% | Reduced |
| Voya Investment Management LLC | 12,677 | $201.4K | 0.00% | −231−1.8% | Reduced |
| Bridgefront Capital, LLC | 13,233 | $210.3K | 0.13% | +13,233 | New |
| Cetera Advisor Networks LLC | 13,432 | $213.4K | 0.00% | +55+0.4% | Added |
| Boothbay Fund Management, LLC | 13,598 | $216.1K | 0.01% | +13,598 | New |
| Quadrature Capital Ltd | 13,614 | $216.6K | 0.01% | +13,614 | New |
| Creative Planning | 14,119 | $224.4K | 0.00% | +3,708+35.6% | Added |
| Cetera Advisors LLC | 14,201 | $225.7K | 0.00% | −332−2.3% | Reduced |
| Valeo Financial Advisors, LLC | 14,201 | $225.7K | 0.01% | +1,310+10.2% | Added |
| Deutsche Bank AG | 14,790 | $235.0K | 0.00% | −9,045−37.9% | Reduced |
| Harbour Investments, Inc. | 16,433 | $261.1K | 0.01% | −175−1.1% | Reduced |
| Mariner, LLC | 16,874 | $268.0K | 0.00% | +1,306+8.4% | Added |
| XTX Topco Ltd | 16,928 | $269.0K | 0.06% | −77,234−82.0% | Reduced |
| Inspire Advisors, LLC | 17,517 | $278.3K | 0.06% | +17,517 | New |
| Baader Bank INC | 18,700 | $289.5K | 0.02% | −2,827−13.1% | Reduced |
| Quinn Opportunity Partners LLC | 18,774 | $298.3K | 0.03% | +18,774 | New |
| Leonteq Securities AG | 19,280 | $306.4K | 0.03% | +56+0.3% | Added |
| Rockefeller Capital Management L.P. | 19,787 | $314.0K | 0.00% | −3,965−16.7% | Reduced |
| Arizona State Retirement System | 21,351 | $339.3K | 0.00% | +691+3.3% | Added |
| AE Wealth Management LLC | 21,377 | $339.7K | 0.00% | +21,377 | New |
| Regal Investment Advisors LLC | 21,505 | $341.7K | 0.03% | +21,505 | New |
| D. E. Shaw & Co., Inc. | 22,342 | $355.0K | 0.00% | +22,342 | New |
| First Trust Advisors LP | 22,420 | $356.3K | 0.00% | −154,518−87.3% | Reduced |
| Capital Fund Management S.A. | 23,000 | $365.5K | 0.01% | +23,000 | New |
| State of Wisconsin Investment Board | 23,182 | $368.4K | 0.00% | +23,182 | New |
| Tudor Investment Corp Et Al | 23,497 | $373.0K | 0.01% | +23,497 | New |
| Hilltop Holdings Inc. | 23,564 | $374.4K | 0.05% | +3,536+17.7% | Added |
| MML Investors Services, LLC | 24,826 | $394.0K | 0.00% | +6,946+38.8% | Added |
| Citigroup Inc | 25,018 | $397.5K | 0.00% | −36,650−59.4% | Reduced |
| Advisor Group Holdings, Inc. | 25,556 | $406.8K | 0.00% | −24,778−49.2% | Reduced |
| Ensign Peak Advisors, Inc | 26,600 | $422.7K | 0.00% | +26,600 | New |
| Boston Private Wealth LLC | 26,916 | $427.7K | 0.01% | −469−1.7% | Reduced |
| Royal Bank of Canada | 27,725 | $440.0K | 0.00% | +2,859+11.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,602 | $454.0K | 0.00% | +5,624+24.5% | Added |
| Zweig-DiMenna Associates LLC | 29,560 | $469.7K | 0.06% | −5,490−15.7% | Reduced |
| Prospera Financial Services Inc | 29,648 | $471.1K | 0.02% | +29,648 | New |
| Maxi Investments CY Ltd | 30,100 | $478.0K | 0.39% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 30,783 | $489.1K | 0.00% | +2,384+8.4% | Added |
| Treasurer of the State of North Carolina | 30,833 | $490.0K | 0.00% | +220+0.7% | Added |
| Commerce Bank | 30,942 | $491.7K | 0.00% | +1,575+5.4% | Added |
| TCI Wealth Advisors, Inc. | 32,369 | $514.3K | 0.07% | +3,187+10.9% | Added |
| Janus Henderson Group PLC | 32,677 | $519.6K | 0.00% | +5,411+19.8% | Added |
| HSBC Holdings PLC | 34,159 | $527.4K | 0.00% | −8,795−20.5% | Reduced |
| Public Employees Retirement System of Ohio | 35,060 | $557.0K | 0.00% | −1,088−3.0% | Reduced |
| Manchester Capital Management LLC | 35,393 | $562.4K | 0.07% | +21,941+163.1% | Added |
| Coastal Bridge Advisors, LLC | 35,688 | $567.1K | 0.14% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 36,013 | $573.0K | 0.00% | −894−2.4% | Reduced |
| Fairbanks Capital Management, Inc. | 37,100 | $589.5K | 0.47% | +15,100+68.6% | Added |
| Advisory Services Network, LLC | 37,461 | $595.2K | 0.02% | +16,818+81.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 37,514 | $596.1K | 0.00% | +9,262+32.8% | Added |
| Point72 Middle East FZE | 38,932 | $618.6K | 0.04% | +38,932 | New |
| Miracle Mile Advisors, LLC | 40,305 | $640.4K | 0.02% | 00.0% | Unchanged |