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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 19,280 | $306.4K | 0.03% | +56+0.3% | Added |
| Quinn Opportunity Partners LLC | 18,774 | $298.3K | 0.03% | +18,774 | New |
| Baader Bank INC | 18,700 | $289.5K | 0.02% | −2,827−13.1% | Reduced |
| Inspire Advisors, LLC | 17,517 | $278.3K | 0.06% | +17,517 | New |
| XTX Topco Ltd | 16,928 | $269.0K | 0.06% | −77,234−82.0% | Reduced |
| Mariner, LLC | 16,874 | $268.0K | 0.00% | +1,306+8.4% | Added |
| Harbour Investments, Inc. | 16,433 | $261.1K | 0.01% | −175−1.1% | Reduced |
| Deutsche Bank AG | 14,790 | $235.0K | 0.00% | −9,045−37.9% | Reduced |
| 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 |
| Creative Planning | 14,119 | $224.4K | 0.00% | +3,708+35.6% | Added |
| Quadrature Capital Ltd | 13,614 | $216.6K | 0.01% | +13,614 | New |
| Boothbay Fund Management, LLC | 13,598 | $216.1K | 0.01% | +13,598 | New |
| Cetera Advisor Networks LLC | 13,432 | $213.4K | 0.00% | +55+0.4% | Added |
| Bridgefront Capital, LLC | 13,233 | $210.3K | 0.13% | +13,233 | New |
| Voya Investment Management LLC | 12,677 | $201.4K | 0.00% | −231−1.8% | Reduced |
| Amalgamated Bank | 12,165 | $193.0K | 0.00% | −4,284−26.0% | Reduced |
| StoneX Group Inc. | 11,800 | $187.5K | 0.02% | +11,800 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,688 | $185.7K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,640 | $185.0K | 0.00% | −930−7.4% | Reduced |
| Gotham Asset Management, LLC | 11,544 | $183.4K | 0.00% | +11,544 | New |
| Ieq Capital, LLC | 11,236 | $178.5K | 0.00% | +11,236 | New |
| Triumph Capital Management | 10,810 | $171.8K | 0.09% | −16,920−61.0% | Reduced |
| Tower Research Capital LLC (TRC) | 10,788 | $171.0K | 0.01% | +4,937+84.4% | Added |
| Arcadia Investment Management Corp | 10,490 | $166.7K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,142 | $161.2K | 0.00% | −100,476−90.8% | Reduced |
| Kercheville Advisors, LLC | 10,000 | $158.9K | 0.11% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,000 | $158.9K | 0.04% | +10,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,709 | $154.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9,493 | $150.8K | 0.08% | −253−2.6% | Reduced |
| CTC LLC | 10,100 | $143.3K | 0.00% | +10,100 | New |
| International Assets Investment Management, LLC | 8,567 | $136.1K | 0.02% | −5,454−38.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,369 | $117.0K | 0.00% | +3,122+73.5% | Added |
| US Bancorp | 6,752 | $107.3K | 0.00% | −13,070−65.9% | Reduced |
| Orion Capital Management LLC | 6,210 | $98.7K | 0.07% | −200−3.1% | Reduced |
| Quantbot Technologies LP | 5,974 | $94.9K | 0.01% | +3,174+113.4% | Added |
| Westside Investment Management, Inc. | 5,865 | $93.2K | 0.03% | +880+17.7% | Added |
| Wolverine Asset Management LLC | 5,775 | $91.8K | 0.00% | −33,099−85.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,524 | $88.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5,440 | $86.0K | 0.00% | −470−8.0% | Reduced |
| Amundi | 4,967 | $83.4K | 0.00% | −29,378−85.5% | Reduced |
| Liberty One Investment Management, LLC | 4,649 | $73.9K | 0.01% | +1,245+36.6% | Added |
| Cutler Group LP | 4,200 | $66.0K | 0.01% | −4,078−49.3% | Reduced |
| Gs Investments, Inc. | 4,000 | $63.6K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,946 | $62.7K | 0.00% | +675+20.6% | Added |
| Tradition Wealth Management, LLC | 3,818 | $61.0K | 0.01% | +3,465+981.6% | Added |
| GWM Advisors LLC | 3,640 | $57.8K | 0.00% | +1,194+48.8% | Added |
| The PNC Financial Services Group, Inc. | 3,576 | $56.8K | 0.00% | +327+10.1% | Added |
| Asset Management One Co.,Ltd. | 3,359 | $53.4K | 0.00% | −415−11.0% | Reduced |
| AdvisorNet Financial, Inc | 3,187 | $50.6K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 2,635 | $41.9K | 0.05% | −1,732−39.7% | Reduced |
| MetLife Investment Management | 1,997 | $31.7K | 0.00% | +4+0.2% | Added |
| Russell Investments Group, Ltd. | 1,782 | $28.3K | 0.00% | −5,582−75.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,766 | $28.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,708 | $27.1K | 0.00% | +556+48.3% | Added |
| Storebrand Asset Management AS | 1,657 | $26.3K | 0.00% | −414−20.0% | Reduced |
| Compagnie Lombard Odier SCmA | 1,650 | $26.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ancora Advisors, LLC | 1,212 | $19.3K | 0.00% | +1,212 | New |
| GPS Wealth Strategies Group, LLC | 1,203 | $19.1K | 0.00% | +1,203 | New |
| Cassady Schiller Wealth Management, LLC | 1,179 | $18.7K | 0.01% | +483+69.4% | Added |
| Shell Asset Management Co | 1,152 | $18.0K | 0.00% | −3−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 1,147 | $17.1K | 0.00% | +1,147 | New |
| Your Advocates Ltd., LLP | 1,030 | $16.4K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 998 | $15.9K | 0.00% | −48−4.6% | Reduced |
| Parallel Advisors, LLC | 995 | $15.8K | 0.00% | +214+27.4% | Added |
| WealthPLAN Partners, LLC | 810 | $12.9K | 0.00% | +810 | New |
| Fifth Third Bancorp | 800 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 800 | $12.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 780 | $12.4K | 0.01% | −4,049−83.8% | Reduced |
| American International Group, Inc. | 774 | $12.3K | 0.00% | −19−2.4% | Reduced |
| Quadrant Capital Group LLC | 769 | $12.2K | 0.00% | +705+1,101.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 780 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 706 | $11.2K | 0.00% | −361−33.8% | Reduced |
| CWM, LLC | 673 | $11.0K | 0.00% | +23+3.5% | Added |
| CKW Financial Group | 683 | $11.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 717 | $11.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 600 | $10.0K | 0.01% | +300+100.0% | Added |
| Ellevest, Inc. | 611 | $9.71K | 0.00% | +343+128.0% | Added |
| Column Capital Advisors, LLC | 610 | $9.69K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 608 | $9.66K | 0.00% | +608 | New |
| Optimum Investment Advisors | 560 | $8.90K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 539 | $8.56K | 0.00% | −70−11.5% | Reduced |
| Toth Financial Advisory Corp | 533 | $8.47K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 507 | $8.00K | 0.00% | −34−6.3% | Reduced |
| Contravisory Investment Management, Inc. | 500 | $7.95K | 0.00% | +500 | New |
| Northwestern Mutual Wealth Management Co | 445 | $7.07K | 0.00% | +38+9.3% | Added |
| Plante Moran Financial Advisors, LLC | 411 | $6.53K | 0.00% | +411 | New |
| Geneos Wealth Management Inc. | 395 | $6.28K | 0.00% | −150−27.5% | Reduced |
| City State Bank | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 354 | $5.63K | 0.00% | −8,403−96.0% | Reduced |
| Covestor Ltd | 293 | $5.00K | 0.00% | −157−34.9% | Reduced |
| Rosenberg Matthew Hamilton | 300 | $4.77K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $4.77K | 0.00% | +300 | New |
| SJS Investment Consulting Inc. | 233 | $3.70K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 210 | $3.34K | 0.00% | −67−24.2% | Reduced |
| Massmutual Trust Co FSB | 200 | $3.18K | 0.00% | −200−50.0% | Reduced |
| Machina Capital S.A.S. | 200 | $3.18K | 0.00% | +200 | New |