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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 19,296 | $691.0K | 0.13% | +1,779+10.2% | Added |
| Wolverine Trading, LLC | 19,596 | $695.9K | 0.01% | +19,596 | New |
| Envestnet Asset Management Inc | 19,459 | $696.8K | 0.00% | +19,459 | New |
| Arizona State Retirement System | 19,718 | $706.1K | 0.01% | −1,633−7.6% | Reduced |
| CTC LLC | 19,934 | $713.8K | 0.01% | +9,834+97.4% | Added |
| Rockefeller Capital Management L.P. | 20,246 | $725.0K | 0.00% | +459+2.3% | Added |
| Cutler Group LP | 20,286 | $726.0K | 0.17% | +16,086+383.0% | Added |
| State Board of Administration of Florida Retirement System | 20,466 | $732.9K | 0.00% | −59,456−74.4% | Reduced |
| Hilltop Holdings Inc. | 24,229 | $867.6K | 0.11% | +665+2.8% | Added |
| HSBC Holdings PLC | 24,367 | $870.9K | 0.00% | −9,792−28.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,344 | $872.0K | 0.00% | −4,258−14.9% | Reduced |
| Rafferty Asset Management, LLC | 24,729 | $885.5K | 0.00% | +24,729 | New |
| Mariner, LLC | 24,878 | $890.5K | 0.00% | +8,004+47.4% | Added |
| American Century Companies Inc | 25,001 | $895.3K | 0.00% | +25,001 | New |
| Royal Bank of Canada | 25,106 | $900.0K | 0.00% | −2,619−9.4% | Reduced |
| TCI Wealth Advisors, Inc. | 25,743 | $921.9K | 0.12% | −6,626−20.5% | Reduced |
| Boston Private Wealth LLC | 26,445 | $947.0K | 0.02% | −471−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 26,600 | $952.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 27,337 | $979.0K | 0.55% | +27,337 | New |
| Tudor Investment Corp Et Al | 28,336 | $1.01M | 0.02% | +4,839+20.6% | Added |
| Voya Investment Management LLC | 28,456 | $1.02M | 0.00% | +15,779+124.5% | Added |
| Manufacturers Life Insurance Company, The | 29,486 | $1.06M | 0.00% | +29,486 | New |
| New York State Common Retirement Fund | 30,053 | $1.08M | 0.00% | −34,447−53.4% | Reduced |
| Maxi Investments CY Ltd | 30,100 | $1.08M | 0.77% | 00.0% | Unchanged |
| MML Investors Services, LLC | 30,621 | $1.10M | 0.01% | +5,795+23.3% | Added |
| Advisor Group Holdings, Inc. | 31,926 | $1.15M | 0.00% | +6,370+24.9% | Added |
| Janus Henderson Group PLC | 32,628 | $1.17M | 0.00% | −49−0.1% | Reduced |
| Legacy Capital Group California, Inc. | 33,159 | $1.19M | 0.49% | +33,159 | New |
| Prudential Financial Inc | 33,225 | $1.19M | 0.00% | +33,225 | New |
| Prospera Financial Services Inc | 34,709 | $1.24M | 0.05% | +5,061+17.1% | Added |
| American International Group, Inc. | 34,708 | $1.24M | 0.01% | +33,934+4,384.2% | Added |
| Level Four Advisory Services, LLC | 35,245 | $1.26M | 0.08% | +35,245 | New |
| Manchester Capital Management LLC | 35,393 | $1.27M | 0.17% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 35,576 | $1.27M | 0.00% | −437−1.2% | Reduced |
| Coastal Bridge Advisors, LLC | 35,688 | $1.28M | 0.31% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 36,148 | $1.29M | 0.00% | +5,365+17.4% | Added |
| MetLife Investment Management | 38,182 | $1.37M | 0.01% | +36,185+1,812.0% | Added |
| EAM Investors, LLC | 38,250 | $1.37M | 0.25% | +38,250 | New |
| Miracle Mile Advisors, LLC | 40,405 | $1.45M | 0.04% | +100+0.2% | Added |
| Capula Management Ltd | 42,580 | $1.52M | 0.18% | −6,809−13.8% | Reduced |
| Ergoteles LLC | 43,916 | $1.57M | 0.08% | +43,916 | New |
| Commonwealth Equity Services, LLC | 44,512 | $1.59M | 0.00% | −6,234−12.3% | Reduced |
| Dimensional Fund Advisors LP | 45,572 | $1.63M | 0.00% | +89+0.2% | Added |
| Marshall Wace, LLP | 46,993 | $1.68M | 0.00% | −72,203−60.6% | Reduced |
| Capital Fund Management S.A. | 47,269 | $1.69M | 0.03% | +24,269+105.5% | Added |
| Bayesian Capital Management, LP | 48,600 | $1.74M | 0.19% | −200−0.4% | Reduced |
| Optiver Holding B.V. | 48,866 | $1.75M | 0.05% | +48,866 | New |
| Retireful, LLC | 48,944 | $1.75M | 0.66% | +48,944 | New |
| Raymond James Financial Services Advisors, Inc. | 49,227 | $1.76M | 0.00% | +11,713+31.2% | Added |
| Bailard, Inc. | 49,498 | $1.77M | 0.06% | +498+1.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 50,939 | $1.82M | 0.01% | +2,094+4.3% | Added |
| LPL Financial LLC | 50,956 | $1.82M | 0.00% | +1,248+2.5% | Added |
| UBS Asset Management Americas Inc | 116,375 | $1.85M | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 51,897 | $1.86M | 0.01% | +51,897 | New |
| Citigroup Inc | 52,310 | $1.87M | 0.00% | +27,292+109.1% | Added |
| Seven Eight Capital, LP | 54,981 | $1.97M | 0.33% | −5,492−9.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 57,582 | $2.06M | 0.01% | +57,582 | New |
| Wells Fargo & Company | 59,413 | $2.13M | 0.00% | +13,075+28.2% | Added |
| Deutsche Bank AG | 70,016 | $2.51M | 0.00% | +55,226+373.4% | Added |
| Legal & General Group Plc | 73,128 | $2.62M | 0.00% | +7,518+11.5% | Added |
| Credit Suisse AG | 75,812 | $2.71M | 0.00% | +8,645+12.9% | Added |
| WMG Financial Advisors, LLC | 79,920 | $2.86M | 2.11% | −2,510−3.0% | Reduced |
| California State Teachers Retirement System | 85,760 | $3.07M | 0.00% | −5,353−5.9% | Reduced |
| State of New Jersey Common Pension Fund D | 87,952 | $3.15M | 0.01% | +87,952 | New |
| Basswood Capital Management, L.L.C. | 88,794 | $3.18M | 0.23% | +88,794 | New |
| Alliancebernstein L.P. | 91,150 | $3.26M | 0.00% | +49,206+117.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $3.35M | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 94,581 | $3.39M | 0.01% | +2,379+2.6% | Added |
| Pictet Asset Management SA | 94,941 | $3.40M | 0.00% | −100,877−51.5% | Reduced |
| UBS Group AG | 97,564 | $3.49M | 0.00% | +3,066+3.2% | Added |
| Rhumbline Advisers | 101,291 | $3.63M | 0.00% | +27,073+36.5% | Added |
| Barclays PLC | 104,898 | $3.76M | 0.00% | −382,565−78.5% | Reduced |
| Swiss National Bank | 152,800 | $5.47M | 0.00% | −6,300−4.0% | Reduced |
| Bank of America Corp | 162,069 | $5.80M | 0.00% | −1,479,296−90.1% | Reduced |
| National Bank of Canada | 152,338 | $5.81M | 0.01% | −84,861−35.8% | Reduced |
| Zweig-DiMenna Associates LLC | 188,693 | $6.76M | 0.91% | +159,133+538.3% | Added |
| Invesco Ltd. | 190,587 | $6.82M | 0.00% | +74,350+64.0% | Added |
| Nuveen Asset Management, LLC | 202,158 | $7.24M | 0.00% | −33,278−14.1% | Reduced |
| Liontrust Investment Partners LLP | 210,000 | $7.52M | 0.11% | +210,000 | New |
| Group One Trading, L.P. | 212,917 | $7.62M | 0.33% | +212,917 | New |
| Freshford Capital Management, LLC | 218,468 | $7.82M | 1.20% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 222,283 | $7.96M | 0.01% | −2,326−1.0% | Reduced |
| Fred Alger Management, LLC | 228,940 | $8.20M | 0.04% | +80,428+54.2% | Added |
| Bank of New York Mellon Corp | 247,327 | $8.86M | 0.00% | +14,263+6.1% | Added |
| Citadel Advisors LLC | 271,853 | $9.74M | 0.01% | +148,134+119.7% | Added |
| Robeco Institutional Asset Management B.V. | 330,000 | $11.8M | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 335,058 | $12.0M | 0.00% | −1,019,358−75.3% | Reduced |
| Pathstone Family Office, LLC | 392,666 | $14.1M | 0.20% | +392,666 | New |
| Norges Bank | 435,915 | $15.6M | 0.00% | −184,564−29.7% | Reduced |
| Charles Schwab Investment Management Inc | 534,369 | $19.1M | 0.01% | +160,470+42.9% | Added |
| Jane Street Group, LLC | 546,145 | $19.6M | 0.03% | +210,462+62.7% | Added |
| Northern Trust Corp | 710,654 | $25.4M | 0.00% | +416,513+141.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,020,567 | $36.5M | 0.08% | +227,427+28.7% | Added |
| Voloridge Investment Management, LLC | 1,031,566 | $36.9M | 0.17% | +1,031,566 | New |
| Morgan Stanley | 1,156,264 | $41.4M | 0.00% | −81,774−6.6% | Reduced |
| Goldman Sachs Group Inc | 1,301,021 | $46.6M | 0.01% | +482,070+58.9% | Added |
| Geode Capital Management, LLC | 1,436,577 | $51.4M | 0.01% | +407,395+39.6% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,664,843 | $59.6M | 0.29% | 00.0% | Unchanged |
| State Street Corp | 1,724,464 | $61.8M | 0.00% | +556,568+47.7% | Added |
| Bank of Montreal | 2,069,835 | $77.6M | 0.05% | +1,847,138+829.4% | Added |