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 |
|---|---|---|---|---|---|
| Resources Management Corp | 5 | $0 | 0.00% | −31,330−100.0% | Reduced |
| Evolution Advisers, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $0 | 0.00% | +8 | New |
| Ronald Blue Trust, Inc. | 8 | $0 | 0.00% | +8 | New |
| VitalStone Financial, LLC | 8 | $0 | 0.00% | −11−57.9% | Reduced |
| O'Dell Group, LLC | 1 | $36 | 0.00% | +1 | New |
| NewSquare Capital LLC | 3 | $107 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $108 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4 | $143 | 0.00% | −100−96.2% | Reduced |
| Cornerstone Planning Group LLC | 4 | $143 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $144 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $144 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $179 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $179 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $358 | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 10 | $358 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 10 | $358 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $394 | 0.00% | +11 | New |
| TFC Financial Management | 12 | $430 | 0.00% | +12 | New |
| Huntington National Bank | 13 | $466 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $502 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $537 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $645 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 19 | $680 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 20 | $716 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $716 | 0.00% | +20 | New |
| Missouri Trust & Investment Co | 22 | $788 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 24 | $859 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 25 | $895 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $895 | 0.00% | +25 | New |
| JJJ Advisors Inc. | 25 | $896 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 20 | $948 | 0.00% | +20 | New |
| Horrell Capital Management, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| St Germain D J Co Inc | 30 | $1.07K | 0.00% | +30 | New |
| Clearview Wealth Advisors LLC | 30 | $1.07K | 0.00% | +30 | New |
| Sunbelt Securities, Inc. | 31 | $1.11K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 35 | $1.24K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 35 | $1.25K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $1.25K | 0.00% | −2−5.4% | Reduced |
| Gould Capital, LLC | 38 | $1.36K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 38 | $1.36K | 0.00% | +38 | New |
| Cape Investment Advisory, Inc. | 40 | $1.43K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $1.47K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $1.54K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 44 | $1.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $1.79K | 0.00% | −79−61.2% | Reduced |
| Oakworth Capital, Inc. | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 56 | $2.00K | 0.12% | +11+24.4% | Added |
| Sandy Spring Bank | 57 | $2.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 70 | $2.51K | 0.00% | −30−30.0% | Reduced |
| CGC Financial Services, LLC | 75 | $2.69K | 0.00% | +75 | New |
| Gordian Capital Singapore Pte Ltd | 81 | $2.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 95 | $3.00K | 0.00% | +95 | New |
| Kelly Financial Services LLC | 90 | $3.22K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $3.58K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $3.58K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $3.83K | 0.00% | −38−26.2% | Reduced |
| Stonebridge Capital Advisors LLC | 130 | $4.66K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 150 | $5.37K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 135 | $6.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 178 | $6.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 186 | $6.66K | 0.00% | +82+78.8% | Added |
| Hantz Financial Services, Inc. | 188 | $7.00K | 0.00% | +28+17.5% | Added |
| Massmutual Trust Co FSB | 200 | $7.16K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 210 | $7.52K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 233 | $8.34K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 273 | $10.0K | 0.00% | −410−60.0% | Reduced |
| Adirondack Trust Co | 150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $10.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 354 | $12.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 369 | $13.0K | 0.00% | −138−27.2% | Reduced |
| Farther Finance Advisors, LLC | 366 | $13.1K | 0.00% | +225+159.6% | Added |
| Versant Capital Management, Inc | 366 | $13.1K | 0.00% | +366 | New |
| City State Bank | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 494 | $17.7K | 0.01% | −286−36.7% | Reduced |
| Covestor Ltd | 538 | $19.0K | 0.01% | +245+83.6% | Added |
| Baker Avenue Asset Management, LP | 531 | $19.0K | 0.00% | +500+1,612.9% | Added |
| Toth Financial Advisory Corp | 533 | $19.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 560 | $20.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 638 | $21.2K | 0.00% | +623+4,153.3% | Added |
| Founders Capital Management | 600 | $21.5K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 610 | $21.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 610 | $21.8K | 0.00% | +610 | New |
| Advisors Asset Management, Inc. | 623 | $22.3K | 0.00% | −375−37.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 644 | $23.1K | 0.00% | +105+19.5% | Added |
| Geneos Wealth Management Inc. | 705 | $25.2K | 0.00% | +310+78.5% | Added |
| Itau Unibanco Holding S.A. | 725 | $26.0K | 0.00% | +725 | New |
| Banque Cantonale Vaudoise | 717 | $26.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 736 | $26.4K | 0.00% | −33−4.3% | Reduced |
| CWM, LLC | 747 | $27.0K | 0.00% | +74+11.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 780 | $28.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 800 | $28.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 810 | $29.0K | 0.00% | +104+14.7% | Added |
| Brown Brothers Harriman & Co | 850 | $30.4K | 0.00% | +850 | New |