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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,118 | $40.0K | 0.00% | +123+12.4% | Added |
| Your Advocates Ltd., LLP | 1,030 | $36.9K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $35.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 850 | $30.4K | 0.00% | +850 | New |
| Larson Financial Group LLC | 810 | $29.0K | 0.00% | +104+14.7% | Added |
| Fifth Third Bancorp | 800 | $28.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 780 | $28.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 747 | $27.0K | 0.00% | +74+11.0% | Added |
| Quadrant Capital Group LLC | 736 | $26.4K | 0.00% | −33−4.3% | Reduced |
| Banque Cantonale Vaudoise | 717 | $26.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 725 | $26.0K | 0.00% | +725 | New |
| Geneos Wealth Management Inc. | 705 | $25.2K | 0.00% | +310+78.5% | Added |
| Steward Partners Investment Advisory, LLC | 644 | $23.1K | 0.00% | +105+19.5% | Added |
| Advisors Asset Management, Inc. | 623 | $22.3K | 0.00% | −375−37.6% | Reduced |
| Nemes Rush Group LLC | 610 | $21.8K | 0.00% | +610 | New |
| Column Capital Advisors, LLC | 610 | $21.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 600 | $21.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 638 | $21.2K | 0.00% | +623+4,153.3% | Added |
| Optimum Investment Advisors | 560 | $20.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 533 | $19.1K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 531 | $19.0K | 0.00% | +500+1,612.9% | Added |
| Covestor Ltd | 538 | $19.0K | 0.01% | +245+83.6% | Added |
| WR Wealth Planners, LLC | 494 | $17.7K | 0.01% | −286−36.7% | Reduced |
| City State Bank | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 366 | $13.1K | 0.00% | +225+159.6% | Added |
| Versant Capital Management, Inc | 366 | $13.1K | 0.00% | +366 | New |
| TSFG, LLC | 369 | $13.0K | 0.00% | −138−27.2% | Reduced |
| Quent Capital, LLC | 354 | $12.7K | 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 |
| Adirondack Trust Co | 150 | $10.3K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 273 | $10.0K | 0.00% | −410−60.0% | Reduced |
| SJS Investment Consulting Inc. | 233 | $8.34K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 210 | $7.52K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $7.16K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 188 | $7.00K | 0.00% | +28+17.5% | Added |
| Lindbrook Capital, LLC | 186 | $6.66K | 0.00% | +82+78.8% | Added |
| Colonial Trust Advisors | 178 | $6.37K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 135 | $6.11K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 150 | $5.37K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 130 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $3.83K | 0.00% | −38−26.2% | Reduced |
| 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 |
| Kelly Financial Services LLC | 90 | $3.22K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 95 | $3.00K | 0.00% | +95 | New |
| Gordian Capital Singapore Pte Ltd | 81 | $2.90K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 75 | $2.69K | 0.00% | +75 | New |
| Global Retirement Partners, LLC | 70 | $2.51K | 0.00% | −30−30.0% | Reduced |
| Sandy Spring Bank | 57 | $2.04K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 56 | $2.00K | 0.12% | +11+24.4% | Added |
| RE Dickinson Investment Advisors, LLC | 51 | $2.00K | 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 |
| Pacifica Partners Inc. | 44 | $1.71K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $1.54K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 40 | $1.43K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $1.36K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 38 | $1.36K | 0.00% | +38 | New |
| Clearstead Advisors, LLC | 35 | $1.25K | 0.00% | −2−5.4% | Reduced |
| Hollencrest Capital Management | 35 | $1.25K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 35 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 31 | $1.11K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $1.07K | 0.00% | +30 | New |
| Clearview Wealth Advisors LLC | 30 | $1.07K | 0.00% | +30 | New |
| Horrell Capital Management, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| 25 LLC | 20 | $948 | 0.00% | +20 | New |
| JJJ Advisors Inc. | 25 | $896 | 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 |
| North Star Investment Management Corp. | 24 | $859 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 22 | $788 | 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 |
| Gradient Investments LLC | 19 | $680 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $645 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $537 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $502 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 13 | $466 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $430 | 0.00% | +12 | New |
| Glassman Wealth Services | 11 | $394 | 0.00% | +11 | New |
| 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 |
| Raffa Wealth Management, LLC | 5 | $179 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $179 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $144 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $144 | 0.00% | +4 | New |
| Proequities, Inc. | 4 | $143 | 0.00% | −100−96.2% | Reduced |
| Cornerstone Planning Group LLC | 4 | $143 | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $108 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $107 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1 | $36 | 0.00% | +1 | New |
| Resources Management Corp | 5 | $0 | 0.00% | −31,330−100.0% | Reduced |
| Evolution Advisers, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |