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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.

Q3 2023 vs. Q2 2023

How the institutions holding Upstart Holdings, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of UPST: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3031291−11
Shares36.1M94.9K37.7M+1.62M (+4.5%)
Value$1.30B$3.40M$1.08B−$211.8M (−16.4%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Upstart Holdings, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to UPST in Q3 2023
InstitutionSharesValue% of portfolio
Two Sigma Investments, LP300,300$8.57M0.02%
First Trust Advisors LP235,308$6.72M0.01%
Cubist Systematic Strategies, LLC160,186$4.57M0.06%
Two Sigma Securities, LLC106,643$3.04M0.14%
Pictet Asset Management Holding SA94,063$2.68M0.00%
Banque Pictet & Cie SA80,000$2.28M0.03%
Trexquant Investment LP53,575$1.53M0.04%
Gryphon Financial Partners LLC50,000$1.43M0.34%
Advisory Services Network, LLC49,121$1.40M0.04%
Walleye Capital LLC46,292$1.32M0.02%
Magnetar Financial LLC28,599$816.2K0.02%
Millennium Management LLC25,352$723.5K0.00%
Edgestream Partners, L.P.22,562$643.9K0.05%
Pearl River Capital, LLC21,957$626.7K0.10%
Algert Global LLC21,430$611.6K0.03%
Quadrature Capital Ltd18,745$534.6K0.01%
Duality Advisers, LP18,210$519.7K0.06%
Virtu Financial LLC16,457$470.0K0.05%
Gsa Capital Partners LLP14,669$419.0K0.04%
Point72 Asset Management, L.P.13,084$373.4K0.00%
Cipher Capital LP9,488$270.8K0.19%
Balyasny Asset Management LLC8,554$244.1K0.00%
AQR Capital Management LLC7,856$224.2K0.00%
State of Wisconsin Investment Board7,799$222.6K0.00%
Oppenheimer Asset Management Inc.7,747$221.1K0.00%
AtonRa Partners5,191$148.2K0.31%
EMC Capital Management3,700$106.0K0.08%
DekaBank Deutsche Girozentrale1,799$51.0K0.00%
KBC Group NV1,646$47.0K0.00%
State of Wyoming1,112$31.7K0.01%
Comerica Bank938$26.8K0.00%
New Millennium Group LLC280$7.99K0.01%
Flaharty Asset Management, LLC200$5.71K0.00%
Householder Group Estate & Retirement Specialist, LLC77$2.20K0.00%
Credit Agricole S A60$1.71K0.00%
Authentikos Wealth Advisory, LLC60$1.71K0.00%
Valley National Advisers Inc35$1.00K0.00%
AlphaMark Advisors, LLC44$1.00K0.00%
Robbins Farley LLC20$5710.00%
Global Financial Private Client, LLC15$4130.00%
Whittier Trust Co10$2850.00%
Tfo-TDC, LLC6$2150.00%
Cary Street Partner Investment Advisory LLC5$1430.00%
Macroview Investment Management LLC4$1150.00%
Addison Advisors LLC4$1150.00%
Pathway Financial Advisers, LLC2$570.00%
Impact Partnership Wealth, LLC1$160.00%
Sawyer & Company, Inc17$00.00%

Sold out (59)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of UPST in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Group One Trading, L.P.212,917$7.62M
Holocene Advisors, LP94,581$3.39M
Healthcare of Ontario Pension Plan Trust Fund93,525$3.35M
Retireful, LLC48,944$1.75M
Capital Fund Management S.A.47,269$1.69M
Marshall Wace, LLP46,993$1.68M
Ergoteles LLC43,916$1.57M
Capula Management Ltd42,580$1.52M
EAM Investors, LLC38,250$1.37M
Prudential Financial Inc33,225$1.19M
Tudor Investment Corp Et Al28,336$1.01M
IPG Investment Advisors LLC15,000$537.1K
Schonfeld Strategic Advisors LLC14,700$526.4K
Cetera Advisors LLC12,533$448.8K
Sherbrooke Park Advisers LLC11,752$420.8K
Cetera Advisor Networks LLC10,524$376.9K
Independent Financial Group, LLC9,845$352.5K
Quantamental Technologies LLC9,405$336.8K
Gotham Asset Management, LLC8,842$316.6K
Oak Thistle LLC8,774$314.2K
Stifel Financial Corp8,540$305.8K
HighTower Advisors, LLC8,316$298.0K
Raymond James & Associates8,171$292.6K
Johnson Financial Group, LLC8,000$286.5K
Axq Capital, LP7,600$272.2K
Independent Advisor Alliance7,230$258.9K
CenterStar Asset Management, LLC7,225$258.8K
V Wealth Advisors LLC6,742$241.4K
Vontobel Holding Ltd.6,600$236.3K
Ieq Capital, LLC6,593$236.1K
Franklin Resources Inc6,530$233.8K
Synergy Financial Group, LTD6,446$230.8K
Atria Wealth Solutions, Inc.6,357$227.6K
Avantax Advisory Services, Inc.6,190$221.7K
Prosperity Wealth Management, Inc.3,807$136.3K
ICA Group Wealth Management, LLC1,726$61.8K
WealthPLAN Partners, LLC1,200$43.0K
Exchange Traded Concepts, LLC1,143$40.9K
Baker Avenue Asset Management, LP531$19.0K
Ridgewood Investments LLC300$10.7K
CGC Financial Services, LLC75$2.69K
Oakworth Capital, Inc.50$1.79K
Elequin Capital LP38$1.36K
Hollencrest Capital Management35$1.25K
Horan Securities, Inc.35$1.24K
Clearview Wealth Advisors LLC30$1.07K
Horrell Capital Management, Inc.15$1.00K
25 LLC20$948
Sound Income Strategies, LLC20$716
Iron Horse Wealth Management, LLC15$537
TFC Financial Management12$430
Raffa Wealth Management, LLC5$179
Riggs Asset Managment Co. Inc.4$144
NewSquare Capital LLC3$107
O'Dell Group, LLC1$36
Resources Management Corp5$0
Ronald Blue Trust, Inc.8$0
Evolution Advisers, Inc.16$0
VitalStone Financial, LLC8$0

Not filed for Q3 2023 yet (1)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA94,941$3.40M