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, Q2 2023
Institutional positions in Upstart Holdings, Inc. as of Jun 30, 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
- 303
- +40 vs. Q1 2023
- Shares held
- 36.1M
- +6.88M (+23.5%) vs. Q1 2023
- Total value
- $1.30B
- +$830.0M (+178.3%) vs. Q1 2023
- New holders
- 81
- 73 more added
- Sold out
- 41
- 71 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,768,367 | $242.4M | 0.01% | +352,984+5.5% | Added |
| BlackRock Inc. | 5,374,762 | $192.5M | 0.01% | +2,146,346+66.5% | Added |
| D. E. Shaw & Co., Inc. | 2,577,569 | $92.3M | 0.14% | +2,555,227+11,436.9% | Added |
| Bank of Montreal | 2,069,835 | $77.6M | 0.05% | +1,847,138+829.4% | Added |
| State Street Corp | 1,724,464 | $61.8M | 0.00% | +556,568+47.7% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,664,843 | $59.6M | 0.29% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,436,577 | $51.4M | 0.01% | +407,395+39.6% | Added |
| Goldman Sachs Group Inc | 1,301,021 | $46.6M | 0.01% | +482,070+58.9% | Added |
| Morgan Stanley | 1,156,264 | $41.4M | 0.00% | −81,774−6.6% | Reduced |
| Voloridge Investment Management, LLC | 1,031,566 | $36.9M | 0.17% | +1,031,566 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,020,567 | $36.5M | 0.08% | +227,427+28.7% | Added |
| Northern Trust Corp | 710,654 | $25.4M | 0.00% | +416,513+141.6% | Added |
| Jane Street Group, LLC | 546,145 | $19.6M | 0.03% | +210,462+62.7% | Added |
| Charles Schwab Investment Management Inc | 534,369 | $19.1M | 0.01% | +160,470+42.9% | Added |
| Norges Bank | 435,915 | $15.6M | 0.00% | −184,564−29.7% | Reduced |
| Pathstone Family Office, LLC | 392,666 | $14.1M | 0.20% | +392,666 | New |
| JPMorgan Chase & Co | 335,058 | $12.0M | 0.00% | −1,019,358−75.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 330,000 | $11.8M | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 271,853 | $9.74M | 0.01% | +148,134+119.7% | Added |
| Bank of New York Mellon Corp | 247,327 | $8.86M | 0.00% | +14,263+6.1% | Added |
| Fred Alger Management, LLC | 228,940 | $8.20M | 0.04% | +80,428+54.2% | Added |
| Susquehanna International Group, LLP | 222,283 | $7.96M | 0.01% | −2,326−1.0% | Reduced |
| Freshford Capital Management, LLC | 218,468 | $7.82M | 1.20% | 00.0% | Unchanged |
| Group One Trading, L.P. | 212,917 | $7.62M | 0.33% | +212,917 | New |
| Liontrust Investment Partners LLP | 210,000 | $7.52M | 0.11% | +210,000 | New |
| Nuveen Asset Management, LLC | 202,158 | $7.24M | 0.00% | −33,278−14.1% | Reduced |
| Invesco Ltd. | 190,587 | $6.82M | 0.00% | +74,350+64.0% | Added |
| Zweig-DiMenna Associates LLC | 188,693 | $6.76M | 0.91% | +159,133+538.3% | Added |
| National Bank of Canada | 152,338 | $5.81M | 0.01% | −84,861−35.8% | Reduced |
| Bank of America Corp | 162,069 | $5.80M | 0.00% | −1,479,296−90.1% | Reduced |
| Swiss National Bank | 152,800 | $5.47M | 0.00% | −6,300−4.0% | Reduced |
| Barclays PLC | 104,898 | $3.76M | 0.00% | −382,565−78.5% | Reduced |
| Rhumbline Advisers | 101,291 | $3.63M | 0.00% | +27,073+36.5% | Added |
| UBS Group AG | 97,564 | $3.49M | 0.00% | +3,066+3.2% | Added |
| Pictet Asset Management SA | 94,941 | $3.40M | 0.00% | −100,877−51.5% | Reduced |
| Holocene Advisors, LP | 94,581 | $3.39M | 0.01% | +2,379+2.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $3.35M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 91,150 | $3.26M | 0.00% | +49,206+117.3% | Added |
| Basswood Capital Management, L.L.C. | 88,794 | $3.18M | 0.23% | +88,794 | New |
| State of New Jersey Common Pension Fund D | 87,952 | $3.15M | 0.01% | +87,952 | New |
| California State Teachers Retirement System | 85,760 | $3.07M | 0.00% | −5,353−5.9% | Reduced |
| WMG Financial Advisors, LLC | 79,920 | $2.86M | 2.11% | −2,510−3.0% | Reduced |
| Credit Suisse AG | 75,812 | $2.71M | 0.00% | +8,645+12.9% | Added |
| Legal & General Group Plc | 73,128 | $2.62M | 0.00% | +7,518+11.5% | Added |
| Deutsche Bank AG | 70,016 | $2.51M | 0.00% | +55,226+373.4% | Added |
| Wells Fargo & Company | 59,413 | $2.13M | 0.00% | +13,075+28.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 57,582 | $2.06M | 0.01% | +57,582 | New |
| Seven Eight Capital, LP | 54,981 | $1.97M | 0.33% | −5,492−9.1% | Reduced |
| Citigroup Inc | 52,310 | $1.87M | 0.00% | +27,292+109.1% | Added |
| Nisa Investment Advisors, LLC | 51,897 | $1.86M | 0.01% | +51,897 | New |
| UBS Asset Management Americas Inc | 116,375 | $1.85M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 50,956 | $1.82M | 0.00% | +1,248+2.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 50,939 | $1.82M | 0.01% | +2,094+4.3% | Added |
| Bailard, Inc. | 49,498 | $1.77M | 0.06% | +498+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 49,227 | $1.76M | 0.00% | +11,713+31.2% | Added |
| Retireful, LLC | 48,944 | $1.75M | 0.66% | +48,944 | New |
| Optiver Holding B.V. | 48,866 | $1.75M | 0.05% | +48,866 | New |
| Bayesian Capital Management, LP | 48,600 | $1.74M | 0.19% | −200−0.4% | Reduced |
| Capital Fund Management S.A. | 47,269 | $1.69M | 0.03% | +24,269+105.5% | Added |
| Marshall Wace, LLP | 46,993 | $1.68M | 0.00% | −72,203−60.6% | Reduced |
| Dimensional Fund Advisors LP | 45,572 | $1.63M | 0.00% | +89+0.2% | Added |
| Commonwealth Equity Services, LLC | 44,512 | $1.59M | 0.00% | −6,234−12.3% | Reduced |
| Ergoteles LLC | 43,916 | $1.57M | 0.08% | +43,916 | New |
| Capula Management Ltd | 42,580 | $1.52M | 0.18% | −6,809−13.8% | Reduced |
| Miracle Mile Advisors, LLC | 40,405 | $1.45M | 0.04% | +100+0.2% | Added |
| EAM Investors, LLC | 38,250 | $1.37M | 0.25% | +38,250 | New |
| MetLife Investment Management | 38,182 | $1.37M | 0.01% | +36,185+1,812.0% | Added |
| Ameriprise Financial Inc | 36,148 | $1.29M | 0.00% | +5,365+17.4% | Added |
| Coastal Bridge Advisors, LLC | 35,688 | $1.28M | 0.31% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 35,576 | $1.27M | 0.00% | −437−1.2% | Reduced |
| Manchester Capital Management LLC | 35,393 | $1.27M | 0.17% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 35,245 | $1.26M | 0.08% | +35,245 | New |
| American International Group, Inc. | 34,708 | $1.24M | 0.01% | +33,934+4,384.2% | Added |
| Prospera Financial Services Inc | 34,709 | $1.24M | 0.05% | +5,061+17.1% | Added |
| Prudential Financial Inc | 33,225 | $1.19M | 0.00% | +33,225 | New |
| Legacy Capital Group California, Inc. | 33,159 | $1.19M | 0.49% | +33,159 | New |
| Janus Henderson Group PLC | 32,628 | $1.17M | 0.00% | −49−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 31,926 | $1.15M | 0.00% | +6,370+24.9% | Added |
| MML Investors Services, LLC | 30,621 | $1.10M | 0.01% | +5,795+23.3% | Added |
| Maxi Investments CY Ltd | 30,100 | $1.08M | 0.77% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 30,053 | $1.08M | 0.00% | −34,447−53.4% | Reduced |
| Manufacturers Life Insurance Company, The | 29,486 | $1.06M | 0.00% | +29,486 | New |
| Voya Investment Management LLC | 28,456 | $1.02M | 0.00% | +15,779+124.5% | Added |
| Tudor Investment Corp Et Al | 28,336 | $1.01M | 0.02% | +4,839+20.6% | Added |
| Tyler-Stone Wealth Management | 27,337 | $979.0K | 0.55% | +27,337 | New |
| Ensign Peak Advisors, Inc | 26,600 | $952.5K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 26,445 | $947.0K | 0.02% | −471−1.7% | Reduced |
| TCI Wealth Advisors, Inc. | 25,743 | $921.9K | 0.12% | −6,626−20.5% | Reduced |
| Royal Bank of Canada | 25,106 | $900.0K | 0.00% | −2,619−9.4% | Reduced |
| American Century Companies Inc | 25,001 | $895.3K | 0.00% | +25,001 | New |
| Mariner, LLC | 24,878 | $890.5K | 0.00% | +8,004+47.4% | Added |
| Rafferty Asset Management, LLC | 24,729 | $885.5K | 0.00% | +24,729 | New |
| Cambridge Investment Research Advisors, Inc. | 24,344 | $872.0K | 0.00% | −4,258−14.9% | Reduced |
| HSBC Holdings PLC | 24,367 | $870.9K | 0.00% | −9,792−28.7% | Reduced |
| Hilltop Holdings Inc. | 24,229 | $867.6K | 0.11% | +665+2.8% | Added |
| State Board of Administration of Florida Retirement System | 20,466 | $732.9K | 0.00% | −59,456−74.4% | Reduced |
| Cutler Group LP | 20,286 | $726.0K | 0.17% | +16,086+383.0% | Added |
| Rockefeller Capital Management L.P. | 20,246 | $725.0K | 0.00% | +459+2.3% | Added |
| CTC LLC | 19,934 | $713.8K | 0.01% | +9,834+97.4% | Added |
| Arizona State Retirement System | 19,718 | $706.1K | 0.01% | −1,633−7.6% | Reduced |