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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 19,459 | $696.8K | 0.00% | +19,459 | New |
| Wolverine Trading, LLC | 19,596 | $695.9K | 0.01% | +19,596 | New |
| Inspire Advisors, LLC | 19,296 | $691.0K | 0.13% | +1,779+10.2% | Added |
| Baader Bank INC | 17,097 | $607.5K | 0.05% | −1,603−8.6% | Reduced |
| AE Wealth Management LLC | 16,510 | $591.2K | 0.00% | −4,867−22.8% | Reduced |
| Harbour Investments, Inc. | 16,438 | $588.6K | 0.03% | +50.0% | Added |
| Creative Planning | 15,673 | $561.3K | 0.00% | +1,554+11.0% | Added |
| IPG Investment Advisors LLC | 15,000 | $537.1K | 0.12% | +15,000 | New |
| Leonteq Securities AG | 14,806 | $530.2K | 0.05% | −4,474−23.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,700 | $526.4K | 0.00% | −30,900−67.8% | Reduced |
| Valeo Financial Advisors, LLC | 14,181 | $507.8K | 0.02% | −20−0.1% | Reduced |
| FMR LLC | 12,753 | $456.7K | 0.00% | −131,951−91.2% | Reduced |
| Cetera Advisors LLC | 12,533 | $448.8K | 0.01% | −1,668−11.7% | Reduced |
| Sherbrooke Park Advisers LLC | 11,752 | $420.8K | 0.22% | +11,752 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,688 | $418.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,403 | $408.3K | 0.00% | +11,403 | New |
| Carnegie Capital Asset Management, LLC | 10,967 | $392.7K | 0.01% | −60,291−84.6% | Reduced |
| Amalgamated Bank | 10,928 | $391.0K | 0.00% | −1,237−10.2% | Reduced |
| Cetera Advisor Networks LLC | 10,524 | $376.9K | 0.00% | −2,908−21.6% | Reduced |
| Natixis | 10,106 | $361.9K | 0.00% | +10,000+9,434.0% | Added |
| Kercheville Advisors, LLC | 10,000 | $358.1K | 0.22% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,000 | $358.0K | 0.00% | +10,000 | New |
| Independent Financial Group, LLC | 9,845 | $352.5K | 0.02% | +9,845 | New |
| Quantamental Technologies LLC | 9,405 | $336.8K | 0.14% | +9,405 | New |
| ProShare Advisors LLC | 9,378 | $335.8K | 0.00% | +9,378 | New |
| Cetera Investment Advisers | 8,972 | $321.3K | 0.00% | +8,972 | New |
| Stratos Wealth Partners, LTD. | 8,849 | $316.9K | 0.01% | +8,849 | New |
| Gotham Asset Management, LLC | 8,842 | $316.6K | 0.01% | −2,702−23.4% | Reduced |
| Oak Thistle LLC | 8,774 | $314.2K | 0.17% | −31,586−78.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,713 | $312.0K | 0.01% | +8,713 | New |
| Truist Financial Corp | 8,597 | $307.9K | 0.00% | +8,597 | New |
| Stifel Financial Corp | 8,540 | $305.8K | 0.00% | +8,540 | New |
| Principal Financial Group Inc | 8,513 | $304.9K | 0.00% | +8,513 | New |
| HighTower Advisors, LLC | 8,316 | $298.0K | 0.00% | +8,316 | New |
| Raymond James & Associates | 8,171 | $292.6K | 0.00% | −3,469−29.8% | Reduced |
| Apollon Wealth Management, LLC | 8,154 | $292.0K | 0.01% | +8,154 | New |
| Gemmer Asset Management LLC | 8,126 | $291.0K | 0.04% | +8,126 | New |
| Newbridge Financial Services Group, Inc. | 8,035 | $287.7K | 0.14% | −1,458−15.4% | Reduced |
| Johnson Financial Group, LLC | 8,000 | $286.5K | 0.04% | +8,000 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $286.2K | 0.13% | +7,992 | New |
| Jump Financial, LLC | 7,990 | $286.1K | 0.01% | −122,928−93.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,810 | $279.0K | 0.00% | +441+6.0% | Added |
| Rollins Financial | 7,620 | $272.9K | 0.07% | +7,620 | New |
| Axq Capital, LP | 7,600 | $272.2K | 0.34% | +7,600 | New |
| Victory Capital Management Inc | 7,486 | $268.1K | 0.00% | +7,486 | New |
| Mercer Global Advisors Inc | 7,454 | $267.0K | 0.00% | +7,454 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $264.1K | 0.08% | +7,375 | New |
| Independent Advisor Alliance | 7,230 | $258.9K | 0.01% | −84,185−92.1% | Reduced |
| CenterStar Asset Management, LLC | 7,225 | $258.8K | 0.23% | +7,225 | New |
| International Assets Investment Management, LLC | 7,167 | $256.6K | 0.03% | −1,400−16.3% | Reduced |
| Mezzasalma Advisors, LLC | 7,165 | $256.6K | 0.16% | +7,165 | New |
| SG Americas Securities, LLC | 6,945 | $249.0K | 0.00% | −1,002,188−99.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,822 | $244.3K | 0.00% | −2,887−29.7% | Reduced |
| V Wealth Advisors LLC | 6,742 | $241.4K | 0.04% | +6,742 | New |
| Private Advisor Group, LLC | 6,724 | $240.8K | 0.00% | +6,724 | New |
| Vontobel Holding Ltd. | 6,600 | $236.3K | 0.00% | +6,600 | New |
| Ieq Capital, LLC | 6,593 | $236.1K | 0.00% | −4,643−41.3% | Reduced |
| Franklin Resources Inc | 6,530 | $233.8K | 0.00% | +6,530 | New |
| Arcadia Investment Management Corp | 6,490 | $232.4K | 0.05% | −4,000−38.1% | Reduced |
| Synergy Financial Group, LTD | 6,446 | $230.8K | 0.31% | +6,446 | New |
| Atria Wealth Solutions, Inc. | 6,357 | $227.6K | 0.00% | +6,357 | New |
| US Bancorp | 6,230 | $223.1K | 0.00% | −522−7.7% | Reduced |
| Avantax Advisory Services, Inc. | 6,190 | $221.7K | 0.00% | +6,190 | New |
| Westside Investment Management, Inc. | 5,815 | $214.0K | 0.06% | −50−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,955 | $213.2K | 0.01% | +5,955 | New |
| Liberty One Investment Management, LLC | 5,900 | $211.3K | 0.03% | +1,251+26.9% | Added |
| Wolverine Asset Management LLC | 5,775 | $206.8K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,710 | $204.5K | 0.13% | −500−8.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,524 | $198.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5,440 | $195.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 4,967 | $189.7K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 5,033 | $180.2K | 0.06% | +5,033 | New |
| Federation des caisses Desjardins du Quebec | 4,566 | $163.5K | 0.00% | +620+15.7% | Added |
| Tradition Wealth Management, LLC | 4,454 | $159.0K | 0.02% | +636+16.7% | Added |
| The PNC Financial Services Group, Inc. | 4,430 | $158.6K | 0.00% | +854+23.9% | Added |
| Metropolitan Life Insurance Co | 3,957 | $141.7K | 0.01% | +3,957 | New |
| Prosperity Wealth Management, Inc. | 3,807 | $136.3K | 0.09% | +3,807 | New |
| AdvisorNet Financial, Inc | 3,165 | $113.3K | 0.01% | −22−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,154 | $112.9K | 0.00% | −7,634−70.8% | Reduced |
| GWM Advisors LLC | 3,034 | $108.6K | 0.00% | −606−16.6% | Reduced |
| Daiwa Securities Group Inc. | 2,965 | $106.0K | 0.00% | +2,965 | New |
| Capital Impact Advisors, LLC | 2,635 | $94.4K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 2,347 | $84.0K | 0.00% | +788+50.5% | Added |
| Russell Investments Group, Ltd. | 2,270 | $81.3K | 0.00% | +488+27.4% | Added |
| C M Bidwell & Associates Ltd | 2,137 | $76.5K | 0.06% | +2,137 | New |
| Gs Investments, Inc. | 2,000 | $71.6K | 0.04% | −2,000−50.0% | Reduced |
| Signaturefd, LLC | 1,825 | $65.3K | 0.00% | +117+6.9% | Added |
| ICA Group Wealth Management, LLC | 1,726 | $61.8K | 0.02% | −40−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,710 | $61.2K | 0.00% | +1,265+284.3% | Added |
| Cassady Schiller Wealth Management, LLC | 1,695 | $60.7K | 0.03% | +516+43.8% | Added |
| Storebrand Asset Management AS | 1,657 | $59.3K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,650 | $59.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,559 | $55.8K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,552 | $55.6K | 0.00% | −1,807−53.8% | Reduced |
| Lazard Asset Management LLC | 1,364 | $48.0K | 0.00% | +1,364 | New |
| GPS Wealth Strategies Group, LLC | 1,252 | $44.8K | 0.01% | +49+4.1% | Added |
| 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 |
| Shell Asset Management Co | 1,144 | $41.0K | 0.00% | −8−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,143 | $40.9K | 0.00% | +1,143 | New |