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, Q4 2023
Institutional positions in Upstart Holdings, Inc. as of Dec 31, 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
- 334
- +45 vs. Q3 2023
- Shares held
- 41.6M
- +4.36M (+11.7%) vs. Q3 2023
- Total value
- $1.70B
- +$636.1M (+59.5%) vs. Q3 2023
- New holders
- 83
- 92 more added
- Sold out
- 38
- 86 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,013,918 | $286.6M | 0.01% | +157,719+2.3% | Added |
| BlackRock Inc. | 5,532,383 | $226.1M | 0.01% | +509,530+10.1% | Added |
| D. E. Shaw & Co., Inc. | 3,324,441 | $135.8M | 0.20% | +507,366+18.0% | Added |
| Morgan Stanley | 2,132,561 | $87.1M | 0.01% | +217,628+11.4% | Added |
| Jane Street Group, LLC | 1,911,771 | $78.1M | 0.09% | +1,683,385+737.1% | Added |
| State Street Corp | 1,835,469 | $75.0M | 0.00% | +86,726+5.0% | Added |
| Geode Capital Management, LLC | 1,603,464 | $65.5M | 0.01% | +101,638+6.8% | Added |
| Bank of Montreal | 1,392,198 | $61.9M | 0.03% | +7,021+0.5% | Added |
| Bank of America Corp | 1,352,341 | $55.3M | 0.01% | +1,013,030+298.6% | Added |
| Goldman Sachs Group Inc | 1,208,817 | $49.4M | 0.01% | −220,425−15.4% | Reduced |
| Two Sigma Investments, LP | 1,060,873 | $43.3M | 0.10% | +760,573+253.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,018,354 | $41.6M | 0.08% | +5,875+0.6% | Added |
| Voloridge Investment Management, LLC | 1,014,365 | $41.4M | 0.16% | −234,498−18.8% | Reduced |
| Northern Trust Corp | 711,831 | $29.1M | 0.01% | −6,914−1.0% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 684,792 | $28.0M | 0.12% | −980,051−58.9% | Reduced |
| Charles Schwab Investment Management Inc | 573,176 | $23.4M | 0.01% | +17,463+3.1% | Added |
| Citadel Advisors LLC | 507,664 | $20.7M | 0.02% | −153,453−23.2% | Reduced |
| Norges Bank | 465,418 | $19.0M | 0.00% | +41,514+9.8% | Added |
| Barclays PLC | 421,575 | $17.2M | 0.01% | +275,416+188.4% | Added |
| Pathstone Holdings, LLC | 395,545 | $16.2M | 0.09% | +395,545 | New |
| First Trust Advisors LP | 314,171 | $12.8M | 0.01% | +78,863+33.5% | Added |
| Fred Alger Management, LLC | 275,315 | $11.2M | 0.06% | −232,735−45.8% | Reduced |
| Squarepoint Ops LLC | 260,747 | $10.7M | 0.04% | +230,199+753.6% | Added |
| Bank of New York Mellon Corp | 259,886 | $10.6M | 0.00% | +11,796+4.8% | Added |
| Two Sigma Advisers, LP | 230,600 | $9.42M | 0.02% | +230,600 | New |
| Nuveen Asset Management, LLC | 204,956 | $8.37M | 0.00% | +3,735+1.9% | Added |
| Zweig-DiMenna Associates LLC | 188,693 | $7.71M | 0.89% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 186,741 | $7.63M | 0.00% | −181,057−49.2% | Reduced |
| Sculptor Capital LP | 178,700 | $7.30M | 0.18% | +178,700 | New |
| Carnegie Capital Asset Management, LLC | 171,558 | $7.01M | 0.24% | +78,221+83.8% | Added |
| Liontrust Investment Partners LLP | 155,000 | $6.33M | 0.09% | −70,000−31.1% | Reduced |
| Millennium Management LLC | 150,502 | $6.15M | 0.01% | +125,150+493.6% | Added |
| Swiss National Bank | 140,500 | $5.74M | 0.00% | −14,000−9.1% | Reduced |
| Marshall Wace, LLP | 137,200 | $5.61M | 0.01% | +137,200 | New |
| Susquehanna Portfolio Strategies, LLC | 130,439 | $5.33M | 0.09% | +130,439 | New |
| Twinbeech Capital LP | 118,081 | $4.82M | 0.08% | +118,081 | New |
| FORA Capital, LLC | 115,740 | $4.73M | 0.41% | +115,740 | New |
| Invesco Ltd. | 110,583 | $4.52M | 0.00% | +18,063+19.5% | Added |
| Rhumbline Advisers | 103,023 | $4.21M | 0.00% | −128−0.1% | Reduced |
| Alliancebernstein L.P. | 92,050 | $3.76M | 0.00% | +700+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 87,080 | $3.56M | 0.01% | +7,145+8.9% | Added |
| Tudor Investment Corp Et Al | 86,534 | $3.54M | 0.05% | +86,534 | New |
| UBS Group AG | 83,466 | $3.41M | 0.00% | +52,472+169.3% | Added |
| Deutsche Bank AG | 76,222 | $3.11M | 0.00% | +3,085+4.2% | Added |
| California State Teachers Retirement System | 75,555 | $3.09M | 0.00% | −2,534−3.2% | Reduced |
| UBS Asset Management Americas Inc | 73,015 | $2.98M | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 72,181 | $2.95M | 0.04% | +71,201+7,265.4% | Added |
| Banque Pictet & Cie SA | 72,000 | $2.94M | 0.03% | −8,000−10.0% | Reduced |
| Credit Suisse AG | 71,793 | $2.93M | 0.00% | +4,652+6.9% | Added |
| Legal & General Group Plc | 71,562 | $2.92M | 0.00% | +2,839+4.1% | Added |
| Optiver Holding B.V. | 66,305 | $2.71M | 0.08% | −403,597−85.9% | Reduced |
| Citigroup Inc | 61,998 | $2.53M | 0.00% | +19,911+47.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 60,843 | $2.49M | 0.01% | −18,407−23.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 58,899 | $2.41M | 0.01% | +4,929+9.1% | Added |
| LPL Financial LLC | 58,690 | $2.40M | 0.00% | +2,542+4.5% | Added |
| Atomi Financial Group, Inc. | 58,657 | $2.40M | 0.33% | +58,657 | New |
| Robeco Institutional Asset Management B.V. | 57,356 | $2.34M | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 52,569 | $2.15M | 0.05% | +26,133+98.9% | Added |
| Hampton Road Capital Management LP | 52,350 | $2.14M | 0.40% | +52,350 | New |
| WMG Financial Advisors, LLC | 51,132 | $2.09M | 1.36% | −3,365−6.2% | Reduced |
| Gryphon Financial Partners LLC | 50,000 | $2.04M | 0.36% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 48,632 | $1.99M | 2.61% | +29,185+150.1% | Added |
| Commonwealth Equity Services, LLC | 47,189 | $1.93M | 0.00% | +2,770+6.2% | Added |
| Wells Fargo & Company | 42,757 | $1.75M | 0.00% | +2,947+7.4% | Added |
| Occudo Quantitative Strategies LP | 42,388 | $1.73M | 0.24% | +42,388 | New |
| Pictet Asset Management Holding SA | 42,332 | $1.73M | 0.00% | −51,731−55.0% | Reduced |
| Seven Eight Capital, LP | 42,172 | $1.72M | 0.20% | −63,511−60.1% | Reduced |
| Mariner, LLC | 41,595 | $1.70M | 0.00% | +3,685+9.7% | Added |
| Miracle Mile Advisors, LLC | 40,305 | $1.65M | 0.05% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 39,862 | $1.63M | 0.00% | −65−0.2% | Reduced |
| Price T Rowe Associates Inc | 39,580 | $1.62M | 0.00% | +1,880+5.0% | Added |
| Bailard, Inc. | 39,531 | $1.62M | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 38,182 | $1.56M | 0.01% | 00.0% | Unchanged |
| CTC LLC | 37,737 | $1.54M | 0.02% | −34,900−48.0% | Reduced |
| Legacy Capital Group California, Inc. | 36,759 | $1.50M | 0.58% | +3,001+8.9% | Added |
| American International Group, Inc. | 36,406 | $1.49M | 0.01% | +418+1.2% | Added |
| Royal Bank of Canada | 36,076 | $1.47M | 0.00% | +6,167+20.6% | Added |
| Coastal Bridge Advisors, LLC | 35,688 | $1.46M | 0.37% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 35,654 | $1.46M | 0.17% | −3,390−8.7% | Reduced |
| Manchester Capital Management LLC | 35,393 | $1.45M | 0.19% | 00.0% | Unchanged |
| MML Investors Services, LLC | 35,295 | $1.44M | 0.01% | +2,307+7.0% | Added |
| Susquehanna International Group, LLP | 35,185 | $1.44M | 0.00% | −95,254−73.0% | Reduced |
| Nomura Holdings Inc | 35,080 | $1.43M | 0.01% | +35,080 | New |
| Engineers Gate Manager LP | 34,574 | $1.41M | 0.04% | +34,574 | New |
| TCI Wealth Advisors, Inc. | 33,883 | $1.38M | 0.15% | +3,091+10.0% | Added |
| SG Americas Securities, LLC | 33,794 | $1.38M | 0.02% | +7,404+28.1% | Added |
| Janus Henderson Group PLC | 32,594 | $1.33M | 0.00% | −44−0.1% | Reduced |
| Edgestream Partners, L.P. | 30,280 | $1.24M | 0.09% | +7,718+34.2% | Added |
| Maxi Investments CY Ltd | 30,100 | $1.23M | 0.35% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,873 | $1.22M | 0.01% | +3,799+14.6% | Added |
| New York State Common Retirement Fund | 29,707 | $1.21M | 0.00% | −881−2.9% | Reduced |
| HSBC Holdings PLC | 29,535 | $1.20M | 0.00% | +2,226+8.2% | Added |
| Voya Investment Management LLC | 29,076 | $1.19M | 0.00% | +358+1.2% | Added |
| Tyler-Stone Wealth Management | 27,927 | $1.14M | 0.57% | −800−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 27,618 | $1.13M | 0.00% | −6,171−18.3% | Reduced |
| Creative Planning | 26,805 | $1.10M | 0.00% | +11,428+74.3% | Added |
| Prospera Financial Services Inc | 26,663 | $1.09M | 0.04% | −394−1.5% | Reduced |
| Ensign Peak Advisors, Inc | 26,600 | $1.09M | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 26,444 | $1.08M | 0.03% | +26,444 | New |
| Mercer Global Advisors Inc | 26,046 | $1.06M | 0.00% | +17,324+198.6% | Added |