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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 2,577,569 | $92.3M | 0.14% | +2,555,227+11,436.9% | Added |
| BlackRock Inc. | 5,374,762 | $192.5M | 0.01% | +2,146,346+66.5% | Added |
| Vanguard Group Inc | 6,768,367 | $242.4M | 0.01% | +352,984+5.5% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −172,341−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −153,541−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| Greatmark Investment Partners, Inc. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −63,294−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −38,932−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −37,461−100.0% | Sold out |
| Fairbanks Capital Management, Inc. | 0 | $0 | 0.00% | −37,100−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −35,060−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −30,942−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −30,833−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −23,182−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −22,420−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −21,505−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −18,774−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,928−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,614−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,598−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,233−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −10,810−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,142−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Brainard Capital Management LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |