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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 22,562 | $643.9K | 0.05% | +22,562 | New |
| Pearl River Capital, LLC | 21,957 | $626.7K | 0.10% | +21,957 | New |
| Algert Global LLC | 21,430 | $611.6K | 0.03% | +21,430 | New |
| State Board of Administration of Florida Retirement System | 20,576 | $587.2K | 0.00% | +110+0.5% | Added |
| Arizona State Retirement System | 20,008 | $571.0K | 0.00% | +290+1.5% | Added |
| Capital Impact Advisors, LLC | 19,447 | $555.0K | 0.93% | +16,812+638.0% | Added |
| Rockefeller Capital Management L.P. | 18,930 | $540.3K | 0.00% | −1,316−6.5% | Reduced |
| Quadrature Capital Ltd | 18,745 | $534.6K | 0.01% | +18,745 | New |
| Duality Advisers, LP | 18,210 | $519.7K | 0.06% | +18,210 | New |
| Truist Financial Corp | 17,696 | $505.0K | 0.00% | +9,099+105.8% | Added |
| Virtu Financial LLC | 16,457 | $470.0K | 0.05% | +16,457 | New |
| Harbour Investments, Inc. | 16,216 | $462.8K | 0.02% | −222−1.4% | Reduced |
| Private Advisor Group, LLC | 15,891 | $453.5K | 0.00% | +9,167+136.3% | Added |
| Creative Planning | 15,377 | $438.9K | 0.00% | −296−1.9% | Reduced |
| Jump Financial, LLC | 15,200 | $433.8K | 0.02% | +7,210+90.2% | Added |
| AE Wealth Management LLC | 15,129 | $431.8K | 0.00% | −1,381−8.4% | Reduced |
| Baader Bank INC | 15,000 | $428.1K | 0.04% | −2,097−12.3% | Reduced |
| Gsa Capital Partners LLP | 14,669 | $419.0K | 0.04% | +14,669 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,356 | $381.2K | 0.00% | +1,668+14.3% | Added |
| Point72 Asset Management, L.P. | 13,084 | $373.4K | 0.00% | +13,084 | New |
| FMR LLC | 12,664 | $361.4K | 0.00% | −89−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 12,382 | $353.4K | 0.02% | −1,799−12.7% | Reduced |
| Stratos Wealth Partners, LTD. | 11,186 | $319.2K | 0.01% | +2,337+26.4% | Added |
| Amalgamated Bank | 11,066 | $316.0K | 0.00% | +138+1.3% | Added |
| Wolverine Trading, LLC | 10,198 | $291.1K | 0.00% | −9,398−48.0% | Reduced |
| Kercheville Advisors, LLC | 10,000 | $285.4K | 0.18% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,000 | $285.0K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 9,682 | $276.3K | 0.04% | +4,649+92.4% | Added |
| Apollon Wealth Management, LLC | 9,652 | $275.5K | 0.01% | +1,498+18.4% | Added |
| Cipher Capital LP | 9,488 | $270.8K | 0.19% | +9,488 | New |
| ProShare Advisors LLC | 9,368 | $267.4K | 0.00% | −10−0.1% | Reduced |
| Mercer Global Advisors Inc | 8,722 | $249.0K | 0.00% | +1,268+17.0% | Added |
| Prime Capital Investment Advisors, LLC | 8,717 | $248.8K | 0.01% | +40.0% | Added |
| International Assets Investment Management, LLC | 9,077 | $244.4K | 0.03% | +1,910+26.6% | Added |
| Balyasny Asset Management LLC | 8,554 | $244.1K | 0.00% | +8,554 | New |
| Inspire Advisors, LLC | 8,411 | $240.1K | 0.04% | −10,885−56.4% | Reduced |
| Cetera Investment Advisers | 8,392 | $239.5K | 0.00% | −580−6.5% | Reduced |
| Gemmer Asset Management LLC | 8,126 | $231.9K | 0.03% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $228.1K | 0.11% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,856 | $224.2K | 0.00% | +7,856 | New |
| State of Wisconsin Investment Board | 7,799 | $222.6K | 0.00% | +7,799 | New |
| Oppenheimer Asset Management Inc. | 7,747 | $221.1K | 0.00% | +7,747 | New |
| Principal Financial Group Inc | 7,534 | $215.0K | 0.00% | −979−11.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $210.5K | 0.06% | 00.0% | Unchanged |
| Natixis | 7,330 | $209.2K | 0.00% | −2,776−27.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,164 | $204.5K | 0.01% | +1,209+20.3% | Added |
| Mezzasalma Advisors, LLC | 7,135 | $203.6K | 0.13% | −30−0.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,577 | $187.7K | 0.00% | −245−3.6% | Reduced |
| Arcadia Investment Management Corp | 6,515 | $185.9K | 0.04% | +25+0.4% | Added |
| Westside Investment Management, Inc. | 5,815 | $166.0K | 0.05% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,775 | $164.8K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 5,717 | $163.2K | 0.02% | −183−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,524 | $158.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5,440 | $155.0K | 0.00% | 00.0% | Unchanged |
| AtonRa Partners | 5,191 | $148.2K | 0.31% | +5,191 | New |
| Newbridge Financial Services Group, Inc. | 4,860 | $138.7K | 0.07% | −3,175−39.5% | Reduced |
| Orion Capital Management LLC | 4,820 | $137.6K | 0.09% | −890−15.6% | Reduced |
| Tradition Wealth Management, LLC | 4,694 | $134.0K | 0.02% | +240+5.4% | Added |
| National Bank of Canada | 4,803 | $132.3K | 0.00% | −147,535−96.8% | Reduced |
| US Bancorp | 4,540 | $129.6K | 0.00% | −1,690−27.1% | Reduced |
| AdvisorNet Financial, Inc | 4,165 | $118.9K | 0.01% | +1,000+31.6% | Added |
| Metropolitan Life Insurance Co | 4,163 | $118.8K | 0.01% | +206+5.2% | Added |
| Federation des caisses Desjardins du Quebec | 4,101 | $117.0K | 0.00% | −465−10.2% | Reduced |
| Amundi | 4,207 | $114.1K | 0.00% | −760−15.3% | Reduced |
| EMC Capital Management | 3,700 | $106.0K | 0.08% | +3,700 | New |
| GWM Advisors LLC | 3,278 | $93.6K | 0.00% | +244+8.0% | Added |
| 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 |
| Nisa Investment Advisors, LLC | 2,397 | $68.4K | 0.00% | −49,500−95.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,221 | $63.4K | 0.04% | +526+31.0% | Added |
| Compagnie Lombard Odier SCmA | 2,200 | $62.8K | 0.00% | +550+33.3% | Added |
| Leonteq Securities AG | 2,197 | $62.7K | 0.01% | −12,609−85.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,096 | $59.8K | 0.00% | −2,334−52.7% | Reduced |
| Gs Investments, Inc. | 2,000 | $57.1K | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,831 | $52.3K | 0.00% | +279+18.0% | Added |
| 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 |
| Signaturefd, LLC | 1,775 | $50.7K | 0.00% | −50−2.7% | Reduced |
| Storebrand Asset Management AS | 1,657 | $47.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,646 | $47.0K | 0.00% | +1,646 | New |
| Venturi Wealth Management, LLC | 1,559 | $44.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,283 | $36.6K | 0.01% | +31+2.5% | Added |
| Ancora Advisors, LLC | 1,200 | $34.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| State of Wyoming | 1,112 | $31.7K | 0.01% | +1,112 | New |
| Parallel Advisors, LLC | 1,093 | $31.2K | 0.00% | −25−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,050 | $30.0K | 0.00% | −660−38.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,017 | $29.0K | 0.02% | −1,120−52.4% | Reduced |
| Albion Financial Group | 1,000 | $28.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 980 | $28.0K | 0.00% | −2,174−68.9% | Reduced |
| Itau Unibanco Holding S.A. | 961 | $27.4K | 0.00% | +236+32.6% | Added |
| Comerica Bank | 938 | $26.8K | 0.00% | +938 | New |
| Larson Financial Group LLC | 874 | $24.9K | 0.00% | +64+7.9% | Added |
| Brown Brothers Harriman & Co | 850 | $24.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 780 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 736 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 705 | $20.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 644 | $18.4K | 0.00% | 00.0% | Unchanged |