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, Q3 2023
Institutional positions in Upstart Holdings, Inc. as of Sep 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
- 291
- −11 vs. Q2 2023
- Shares held
- 37.7M
- +1.62M (+4.5%) vs. Q2 2023
- Total value
- $1.08B
- −$211.8M (−16.4%) vs. Q2 2023
- New holders
- 48
- 90 more added
- Sold out
- 59
- 72 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 1,000 | $28.5K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,017 | $29.0K | 0.02% | −1,120−52.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,050 | $30.0K | 0.00% | −660−38.6% | Reduced |
| Parallel Advisors, LLC | 1,093 | $31.2K | 0.00% | −25−2.2% | Reduced |
| State of Wyoming | 1,112 | $31.7K | 0.01% | +1,112 | New |
| Shell Asset Management Co | 1,144 | $33.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,169 | $33.0K | 0.00% | +422+56.5% | Added |
| Ancora Advisors, LLC | 1,200 | $34.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,283 | $36.6K | 0.01% | +31+2.5% | Added |
| Venturi Wealth Management, LLC | 1,559 | $44.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,646 | $47.0K | 0.00% | +1,646 | New |
| Storebrand Asset Management AS | 1,657 | $47.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,775 | $50.7K | 0.00% | −50−2.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,780 | $51.0K | 0.00% | −6,030−77.2% | Reduced |
| Lazard Asset Management LLC | 1,799 | $51.0K | 0.00% | +435+31.9% | Added |
| DekaBank Deutsche Girozentrale | 1,799 | $51.0K | 0.00% | +1,799 | New |
| Asset Management One Co.,Ltd. | 1,831 | $52.3K | 0.00% | +279+18.0% | Added |
| Gs Investments, Inc. | 2,000 | $57.1K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,096 | $59.8K | 0.00% | −2,334−52.7% | Reduced |
| Leonteq Securities AG | 2,197 | $62.7K | 0.01% | −12,609−85.2% | Reduced |
| Compagnie Lombard Odier SCmA | 2,200 | $62.8K | 0.00% | +550+33.3% | Added |
| Cassady Schiller Wealth Management, LLC | 2,221 | $63.4K | 0.04% | +526+31.0% | Added |
| Nisa Investment Advisors, LLC | 2,397 | $68.4K | 0.00% | −49,500−95.4% | Reduced |
| Cutler Group LP | 3,004 | $85.0K | 0.01% | −17,282−85.2% | Reduced |
| Daiwa Securities Group Inc. | 2,965 | $85.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,278 | $93.6K | 0.00% | +244+8.0% | Added |
| EMC Capital Management | 3,700 | $106.0K | 0.08% | +3,700 | New |
| Amundi | 4,207 | $114.1K | 0.00% | −760−15.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,101 | $117.0K | 0.00% | −465−10.2% | Reduced |
| Metropolitan Life Insurance Co | 4,163 | $118.8K | 0.01% | +206+5.2% | Added |
| AdvisorNet Financial, Inc | 4,165 | $118.9K | 0.01% | +1,000+31.6% | Added |
| US Bancorp | 4,540 | $129.6K | 0.00% | −1,690−27.1% | Reduced |
| National Bank of Canada | 4,803 | $132.3K | 0.00% | −147,535−96.8% | Reduced |
| Tradition Wealth Management, LLC | 4,694 | $134.0K | 0.02% | +240+5.4% | Added |
| Orion Capital Management LLC | 4,820 | $137.6K | 0.09% | −890−15.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,860 | $138.7K | 0.07% | −3,175−39.5% | Reduced |
| AtonRa Partners | 5,191 | $148.2K | 0.31% | +5,191 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,440 | $155.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,524 | $158.0K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 5,717 | $163.2K | 0.02% | −183−3.1% | Reduced |
| Wolverine Asset Management LLC | 5,775 | $164.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5,815 | $166.0K | 0.05% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 6,515 | $185.9K | 0.04% | +25+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,577 | $187.7K | 0.00% | −245−3.6% | Reduced |
| Mezzasalma Advisors, LLC | 7,135 | $203.6K | 0.13% | −30−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,164 | $204.5K | 0.01% | +1,209+20.3% | Added |
| Natixis | 7,330 | $209.2K | 0.00% | −2,776−27.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $210.5K | 0.06% | 00.0% | Unchanged |
| Principal Financial Group Inc | 7,534 | $215.0K | 0.00% | −979−11.5% | Reduced |
| Oppenheimer Asset Management Inc. | 7,747 | $221.1K | 0.00% | +7,747 | New |
| State of Wisconsin Investment Board | 7,799 | $222.6K | 0.00% | +7,799 | New |
| AQR Capital Management LLC | 7,856 | $224.2K | 0.00% | +7,856 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $228.1K | 0.11% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 8,126 | $231.9K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,392 | $239.5K | 0.00% | −580−6.5% | Reduced |
| Inspire Advisors, LLC | 8,411 | $240.1K | 0.04% | −10,885−56.4% | Reduced |
| Balyasny Asset Management LLC | 8,554 | $244.1K | 0.00% | +8,554 | New |
| International Assets Investment Management, LLC | 9,077 | $244.4K | 0.03% | +1,910+26.6% | Added |
| Prime Capital Investment Advisors, LLC | 8,717 | $248.8K | 0.01% | +40.0% | Added |
| Mercer Global Advisors Inc | 8,722 | $249.0K | 0.00% | +1,268+17.0% | Added |
| ProShare Advisors LLC | 9,368 | $267.4K | 0.00% | −10−0.1% | Reduced |
| Cipher Capital LP | 9,488 | $270.8K | 0.19% | +9,488 | New |
| Apollon Wealth Management, LLC | 9,652 | $275.5K | 0.01% | +1,498+18.4% | Added |
| Belvedere Trading LLC | 9,682 | $276.3K | 0.04% | +4,649+92.4% | Added |
| Handelsbanken Fonder AB | 10,000 | $285.0K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 10,000 | $285.4K | 0.18% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,198 | $291.1K | 0.00% | −9,398−48.0% | Reduced |
| Amalgamated Bank | 11,066 | $316.0K | 0.00% | +138+1.3% | Added |
| Stratos Wealth Partners, LTD. | 11,186 | $319.2K | 0.01% | +2,337+26.4% | Added |
| Valeo Financial Advisors, LLC | 12,382 | $353.4K | 0.02% | −1,799−12.7% | Reduced |
| FMR LLC | 12,664 | $361.4K | 0.00% | −89−0.7% | Reduced |
| Point72 Asset Management, L.P. | 13,084 | $373.4K | 0.00% | +13,084 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,356 | $381.2K | 0.00% | +1,668+14.3% | Added |
| Gsa Capital Partners LLP | 14,669 | $419.0K | 0.04% | +14,669 | New |
| Baader Bank INC | 15,000 | $428.1K | 0.04% | −2,097−12.3% | Reduced |
| AE Wealth Management LLC | 15,129 | $431.8K | 0.00% | −1,381−8.4% | Reduced |
| Jump Financial, LLC | 15,200 | $433.8K | 0.02% | +7,210+90.2% | Added |
| Creative Planning | 15,377 | $438.9K | 0.00% | −296−1.9% | Reduced |
| Private Advisor Group, LLC | 15,891 | $453.5K | 0.00% | +9,167+136.3% | Added |
| Harbour Investments, Inc. | 16,216 | $462.8K | 0.02% | −222−1.4% | Reduced |
| Virtu Financial LLC | 16,457 | $470.0K | 0.05% | +16,457 | New |
| Truist Financial Corp | 17,696 | $505.0K | 0.00% | +9,099+105.8% | Added |
| Duality Advisers, LP | 18,210 | $519.7K | 0.06% | +18,210 | New |
| Quadrature Capital Ltd | 18,745 | $534.6K | 0.01% | +18,745 | New |
| Rockefeller Capital Management L.P. | 18,930 | $540.3K | 0.00% | −1,316−6.5% | Reduced |
| Capital Impact Advisors, LLC | 19,447 | $555.0K | 0.93% | +16,812+638.0% | Added |
| Arizona State Retirement System | 20,008 | $571.0K | 0.00% | +290+1.5% | Added |
| State Board of Administration of Florida Retirement System | 20,576 | $587.2K | 0.00% | +110+0.5% | Added |
| Algert Global LLC | 21,430 | $611.6K | 0.03% | +21,430 | New |
| Pearl River Capital, LLC | 21,957 | $626.7K | 0.10% | +21,957 | New |
| Edgestream Partners, L.P. | 22,562 | $643.9K | 0.05% | +22,562 | New |
| Rafferty Asset Management, LLC | 24,430 | $697.2K | 0.00% | −299−1.2% | Reduced |
| Dimensional Fund Advisors LP | 24,626 | $702.8K | 0.00% | −20,946−46.0% | Reduced |
| Millennium Management LLC | 25,352 | $723.5K | 0.00% | +25,352 | New |
| Cambridge Investment Research Advisors, Inc. | 26,074 | $744.0K | 0.00% | +1,730+7.1% | Added |
| SG Americas Securities, LLC | 26,390 | $753.0K | 0.01% | +19,445+280.0% | Added |
| Boston Private Wealth LLC | 26,436 | $754.5K | 0.02% | −90.0% | Reduced |
| Ensign Peak Advisors, Inc | 26,600 | $759.2K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 27,057 | $772.2K | 0.03% | −7,652−22.0% | Reduced |
| HSBC Holdings PLC | 27,309 | $784.0K | 0.00% | +2,942+12.1% | Added |