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 |
|---|---|---|---|---|---|
| Oak Thistle LLC | 40,360 | $641.3K | 0.38% | +40,360 | New |
| Alliancebernstein L.P. | 41,944 | $666.5K | 0.00% | −1,086−2.5% | Reduced |
| Cantor Fitzgerald, L. P. | 50,000 | $709.5K | 0.02% | +50,000 | New |
| Dimensional Fund Advisors LP | 45,483 | $722.7K | 0.00% | +45,483 | New |
| Schonfeld Strategic Advisors LLC | 45,600 | $724.6K | 0.01% | +22,000+93.2% | Added |
| Wells Fargo & Company | 46,338 | $736.3K | 0.00% | +14,063+43.6% | Added |
| Bayesian Capital Management, LP | 48,800 | $775.4K | 0.10% | +48,800 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 48,845 | $776.0K | 0.00% | +1,962+4.2% | Added |
| Bailard, Inc. | 49,000 | $778.6K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 49,389 | $784.8K | 0.07% | +26,645+117.2% | Added |
| LPL Financial LLC | 49,708 | $789.9K | 0.00% | −3,603−6.8% | Reduced |
| Commonwealth Equity Services, LLC | 50,746 | $806.0K | 0.00% | −6,698−11.7% | Reduced |
| Seven Eight Capital, LP | 60,473 | $960.9K | 0.20% | −10,939−15.3% | Reduced |
| Cubist Systematic Strategies, LLC | 63,294 | $1.01M | 0.01% | −97,250−60.6% | Reduced |
| New York State Common Retirement Fund | 64,500 | $1.02M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 65,610 | $1.04M | 0.00% | +3,784+6.1% | Added |
| Credit Suisse AG | 67,167 | $1.07M | 0.00% | −5,296−7.3% | Reduced |
| Sculptor Capital LP | 70,000 | $1.11M | 0.03% | +69,900+69,900.0% | Added |
| Carnegie Capital Asset Management, LLC | 71,258 | $1.13M | 0.05% | −35,503−33.3% | Reduced |
| Resources Management Corp | 31,335 | $1.17M | 0.23% | +31,330+626,600.0% | Added |
| Rhumbline Advisers | 74,218 | $1.18M | 0.00% | −216−0.3% | Reduced |
| Greatmark Investment Partners, Inc. | 75,000 | $1.19M | 0.21% | +75,000 | New |
| State Board of Administration of Florida Retirement System | 79,922 | $1.27M | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 82,430 | $1.31M | 1.09% | +760+0.9% | Added |
| Banque Pictet & Cie SA | 91,000 | $1.45M | 0.01% | +3,000+3.4% | Added |
| California State Teachers Retirement System | 91,113 | $1.45M | 0.00% | −919−1.0% | Reduced |
| Independent Advisor Alliance | 91,415 | $1.45M | 0.07% | +91,415 | New |
| Holocene Advisors, LP | 92,202 | $1.47M | 0.01% | +92,202 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $1.49M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 94,498 | $1.50M | 0.00% | +17,046+22.0% | Added |
| Invesco Ltd. | 116,237 | $1.85M | 0.00% | +35,370+43.7% | Added |
| UBS Asset Management Americas Inc | 116,375 | $1.85M | 0.00% | +5,974+5.4% | Added |
| Marshall Wace, LLP | 119,196 | $1.89M | 0.00% | +101,013+555.5% | Added |
| Citadel Advisors LLC | 123,719 | $1.97M | 0.00% | +113,052+1,059.8% | Added |
| Jump Financial, LLC | 130,918 | $2.08M | 0.08% | +130,918 | New |
| FMR LLC | 144,704 | $2.30M | 0.00% | +133,871+1,235.8% | Added |
| Fred Alger Management, LLC | 148,512 | $2.36M | 0.01% | −94,282−38.8% | Reduced |
| HRT Financial LP | 153,541 | $2.44M | 0.03% | +84,185+121.4% | Added |
| Swiss National Bank | 159,100 | $2.53M | 0.00% | −17,700−10.0% | Reduced |
| Millennium Management LLC | 172,341 | $2.74M | 0.00% | +134,433+354.6% | Added |
| Pictet Asset Management SA | 195,818 | $3.11M | 0.00% | +101,988+108.7% | Added |
| Freshford Capital Management, LLC | 218,468 | $3.47M | 0.63% | +218,468 | New |
| Bank of Montreal | 222,697 | $3.55M | 0.00% | +205,349+1,183.7% | Added |
| Susquehanna International Group, LLP | 224,609 | $3.57M | 0.01% | +224,609 | New |
| Bank of New York Mellon Corp | 233,064 | $3.70M | 0.00% | +2,672+1.2% | Added |
| Nuveen Asset Management, LLC | 235,436 | $3.74M | 0.00% | −6,110−2.5% | Reduced |
| National Bank of Canada | 237,199 | $3.77M | 0.01% | +119,583+101.7% | Added |
| Northern Trust Corp | 294,141 | $4.67M | 0.00% | +2,050+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 330,000 | $5.24M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 335,683 | $5.33M | 0.01% | +71,882+27.2% | Added |
| Charles Schwab Investment Management Inc | 373,899 | $5.94M | 0.00% | +2,229+0.6% | Added |
| Brainard Capital Management LLC | 391,666 | $6.22M | 4.76% | 00.0% | Unchanged |
| Barclays PLC | 487,463 | $7.75M | 0.01% | +197,589+68.2% | Added |
| Norges Bank | 620,479 | $9.86M | 0.00% | −228,620−26.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 793,140 | $12.6M | 0.03% | +105,616+15.4% | Added |
| Goldman Sachs Group Inc | 818,951 | $13.0M | 0.00% | −16,480−2.0% | Reduced |
| SG Americas Securities, LLC | 1,009,133 | $16.0M | 0.22% | −24,474−2.4% | Reduced |
| Geode Capital Management, LLC | 1,029,182 | $16.4M | 0.00% | +42,940+4.4% | Added |
| State Street Corp | 1,167,896 | $18.6M | 0.00% | −4,052−0.3% | Reduced |
| Morgan Stanley | 1,238,038 | $19.7M | 0.00% | −3,293,612−72.7% | Reduced |
| JPMorgan Chase & Co | 1,354,416 | $21.5M | 0.00% | +1,280,682+1,736.9% | Added |
| Bank of America Corp | 1,641,365 | $26.1M | 0.00% | +89,361+5.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,664,843 | $26.5M | 0.18% | +832,422+100.0% | Added |
| BlackRock Inc. | 3,228,416 | $51.3M | 0.00% | +82,344+2.6% | Added |
| Vanguard Group Inc | 6,415,383 | $101.9M | 0.00% | +18,901+0.3% | Added |
| VitalStone Financial, LLC | 19 | – | – | +19 | New |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −124,335−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −86,766−100.0% | Sold out |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −50,934−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −44,100−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −42,214−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −36,905−100.0% | Sold out |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −27,406−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −25,368−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,956−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −16,889−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −16,660−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −14,967−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −12,062−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −10,069−100.0% | Sold out |
| Antipodean Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −60−100.0% | Sold out |