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 |
|---|---|---|---|---|---|
| Albion Financial Group | 1,000 | $35.8K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 1,030 | $36.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,118 | $40.0K | 0.00% | +123+12.4% | Added |
| Exchange Traded Concepts, LLC | 1,143 | $40.9K | 0.00% | +1,143 | New |
| Shell Asset Management Co | 1,144 | $41.0K | 0.00% | −8−0.7% | Reduced |
| Ancora Advisors, LLC | 1,200 | $43.0K | 0.00% | −12−1.0% | Reduced |
| WealthPLAN Partners, LLC | 1,200 | $43.0K | 0.01% | +390+48.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,252 | $44.8K | 0.01% | +49+4.1% | Added |
| Lazard Asset Management LLC | 1,364 | $48.0K | 0.00% | +1,364 | New |
| Asset Management One Co.,Ltd. | 1,552 | $55.6K | 0.00% | −1,807−53.8% | Reduced |
| Venturi Wealth Management, LLC | 1,559 | $55.8K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,650 | $59.1K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,657 | $59.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,695 | $60.7K | 0.03% | +516+43.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,710 | $61.2K | 0.00% | +1,265+284.3% | Added |
| ICA Group Wealth Management, LLC | 1,726 | $61.8K | 0.02% | −40−2.3% | Reduced |
| Signaturefd, LLC | 1,825 | $65.3K | 0.00% | +117+6.9% | Added |
| Gs Investments, Inc. | 2,000 | $71.6K | 0.04% | −2,000−50.0% | Reduced |
| C M Bidwell & Associates Ltd | 2,137 | $76.5K | 0.06% | +2,137 | New |
| Russell Investments Group, Ltd. | 2,270 | $81.3K | 0.00% | +488+27.4% | Added |
| Spire Wealth Management | 2,347 | $84.0K | 0.00% | +788+50.5% | Added |
| Capital Impact Advisors, LLC | 2,635 | $94.4K | 0.10% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 2,965 | $106.0K | 0.00% | +2,965 | New |
| GWM Advisors LLC | 3,034 | $108.6K | 0.00% | −606−16.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,154 | $112.9K | 0.00% | −7,634−70.8% | Reduced |
| AdvisorNet Financial, Inc | 3,165 | $113.3K | 0.01% | −22−0.7% | Reduced |
| Prosperity Wealth Management, Inc. | 3,807 | $136.3K | 0.09% | +3,807 | New |
| Metropolitan Life Insurance Co | 3,957 | $141.7K | 0.01% | +3,957 | New |
| The PNC Financial Services Group, Inc. | 4,430 | $158.6K | 0.00% | +854+23.9% | Added |
| Tradition Wealth Management, LLC | 4,454 | $159.0K | 0.02% | +636+16.7% | Added |
| Federation des caisses Desjardins du Quebec | 4,566 | $163.5K | 0.00% | +620+15.7% | Added |
| Belvedere Trading LLC | 5,033 | $180.2K | 0.06% | +5,033 | New |
| Amundi | 4,967 | $189.7K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5,440 | $195.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,524 | $198.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,710 | $204.5K | 0.13% | −500−8.1% | Reduced |
| Wolverine Asset Management LLC | 5,775 | $206.8K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 5,900 | $211.3K | 0.03% | +1,251+26.9% | Added |
| Ameritas Investment Partners, Inc. | 5,955 | $213.2K | 0.01% | +5,955 | New |
| Westside Investment Management, Inc. | 5,815 | $214.0K | 0.06% | −50−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 6,190 | $221.7K | 0.00% | +6,190 | New |
| US Bancorp | 6,230 | $223.1K | 0.00% | −522−7.7% | Reduced |
| Atria Wealth Solutions, Inc. | 6,357 | $227.6K | 0.00% | +6,357 | New |
| Synergy Financial Group, LTD | 6,446 | $230.8K | 0.31% | +6,446 | New |
| Arcadia Investment Management Corp | 6,490 | $232.4K | 0.05% | −4,000−38.1% | Reduced |
| Franklin Resources Inc | 6,530 | $233.8K | 0.00% | +6,530 | New |
| Ieq Capital, LLC | 6,593 | $236.1K | 0.00% | −4,643−41.3% | Reduced |
| Vontobel Holding Ltd. | 6,600 | $236.3K | 0.00% | +6,600 | New |
| Private Advisor Group, LLC | 6,724 | $240.8K | 0.00% | +6,724 | New |
| V Wealth Advisors LLC | 6,742 | $241.4K | 0.04% | +6,742 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,822 | $244.3K | 0.00% | −2,887−29.7% | Reduced |
| SG Americas Securities, LLC | 6,945 | $249.0K | 0.00% | −1,002,188−99.3% | Reduced |
| Mezzasalma Advisors, LLC | 7,165 | $256.6K | 0.16% | +7,165 | New |
| International Assets Investment Management, LLC | 7,167 | $256.6K | 0.03% | −1,400−16.3% | Reduced |
| CenterStar Asset Management, LLC | 7,225 | $258.8K | 0.23% | +7,225 | New |
| Independent Advisor Alliance | 7,230 | $258.9K | 0.01% | −84,185−92.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $264.1K | 0.08% | +7,375 | New |
| Mercer Global Advisors Inc | 7,454 | $267.0K | 0.00% | +7,454 | New |
| Victory Capital Management Inc | 7,486 | $268.1K | 0.00% | +7,486 | New |
| Axq Capital, LP | 7,600 | $272.2K | 0.34% | +7,600 | New |
| Rollins Financial | 7,620 | $272.9K | 0.07% | +7,620 | New |
| Skandinaviska Enskilda Banken AB (publ) | 7,810 | $279.0K | 0.00% | +441+6.0% | Added |
| Jump Financial, LLC | 7,990 | $286.1K | 0.01% | −122,928−93.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $286.2K | 0.13% | +7,992 | New |
| Johnson Financial Group, LLC | 8,000 | $286.5K | 0.04% | +8,000 | New |
| Newbridge Financial Services Group, Inc. | 8,035 | $287.7K | 0.14% | −1,458−15.4% | Reduced |
| Gemmer Asset Management LLC | 8,126 | $291.0K | 0.04% | +8,126 | New |
| Apollon Wealth Management, LLC | 8,154 | $292.0K | 0.01% | +8,154 | New |
| Raymond James & Associates | 8,171 | $292.6K | 0.00% | −3,469−29.8% | Reduced |
| HighTower Advisors, LLC | 8,316 | $298.0K | 0.00% | +8,316 | New |
| Principal Financial Group Inc | 8,513 | $304.9K | 0.00% | +8,513 | New |
| Stifel Financial Corp | 8,540 | $305.8K | 0.00% | +8,540 | New |
| Truist Financial Corp | 8,597 | $307.9K | 0.00% | +8,597 | New |
| Prime Capital Investment Advisors, LLC | 8,713 | $312.0K | 0.01% | +8,713 | New |
| Oak Thistle LLC | 8,774 | $314.2K | 0.17% | −31,586−78.3% | Reduced |
| Gotham Asset Management, LLC | 8,842 | $316.6K | 0.01% | −2,702−23.4% | Reduced |
| Stratos Wealth Partners, LTD. | 8,849 | $316.9K | 0.01% | +8,849 | New |
| Cetera Investment Advisers | 8,972 | $321.3K | 0.00% | +8,972 | New |
| ProShare Advisors LLC | 9,378 | $335.8K | 0.00% | +9,378 | New |
| Quantamental Technologies LLC | 9,405 | $336.8K | 0.14% | +9,405 | New |
| Independent Financial Group, LLC | 9,845 | $352.5K | 0.02% | +9,845 | New |
| Handelsbanken Fonder AB | 10,000 | $358.0K | 0.00% | +10,000 | New |
| Kercheville Advisors, LLC | 10,000 | $358.1K | 0.22% | 00.0% | Unchanged |
| Natixis | 10,106 | $361.9K | 0.00% | +10,000+9,434.0% | Added |
| Cetera Advisor Networks LLC | 10,524 | $376.9K | 0.00% | −2,908−21.6% | Reduced |
| Amalgamated Bank | 10,928 | $391.0K | 0.00% | −1,237−10.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,967 | $392.7K | 0.01% | −60,291−84.6% | Reduced |
| Squarepoint Ops LLC | 11,403 | $408.3K | 0.00% | +11,403 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,688 | $418.5K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 11,752 | $420.8K | 0.22% | +11,752 | New |
| Cetera Advisors LLC | 12,533 | $448.8K | 0.01% | −1,668−11.7% | Reduced |
| FMR LLC | 12,753 | $456.7K | 0.00% | −131,951−91.2% | Reduced |
| Valeo Financial Advisors, LLC | 14,181 | $507.8K | 0.02% | −20−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,700 | $526.4K | 0.00% | −30,900−67.8% | Reduced |
| Leonteq Securities AG | 14,806 | $530.2K | 0.05% | −4,474−23.2% | Reduced |
| IPG Investment Advisors LLC | 15,000 | $537.1K | 0.12% | +15,000 | New |
| Creative Planning | 15,673 | $561.3K | 0.00% | +1,554+11.0% | Added |
| Harbour Investments, Inc. | 16,438 | $588.6K | 0.03% | +50.0% | Added |
| AE Wealth Management LLC | 16,510 | $591.2K | 0.00% | −4,867−22.8% | Reduced |
| Baader Bank INC | 17,097 | $607.5K | 0.05% | −1,603−8.6% | Reduced |