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, Q1 2024
Institutional positions in Upstart Holdings, Inc. as of Mar 31, 2024. 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
- 278
- −54 vs. Q4 2023
- Shares held
- 37.7M
- −3.89M (−9.3%) vs. Q4 2023
- Total value
- $1.00B
- −$701.7M (−41.2%) vs. Q4 2023
- New holders
- 33
- 81 more added
- Sold out
- 87
- 97 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,128,975 | $191.7M | 0.00% | +115,057+1.6% | Added |
| BlackRock Inc. | 5,344,966 | $143.7M | 0.00% | −187,417−3.4% | Reduced |
| Morgan Stanley | 2,256,367 | $60.7M | 0.00% | +123,806+5.8% | Added |
| D. E. Shaw & Co., Inc. | 2,027,470 | $54.5M | 0.07% | −1,296,971−39.0% | Reduced |
| State Street Corp | 1,868,180 | $50.2M | 0.00% | +32,711+1.8% | Added |
| Geode Capital Management, LLC | 1,667,029 | $44.8M | 0.00% | +63,565+4.0% | Added |
| Susquehanna International Group, LLP | 1,459,041 | $39.2M | 0.06% | +1,423,856+4,046.8% | Added |
| Voloridge Investment Management, LLC | 1,018,527 | $27.4M | 0.10% | +4,162+0.4% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $23.4M | 0.09% | +186,155+27.2% | Added |
| Goldman Sachs Group Inc | 836,186 | $22.5M | 0.00% | −372,631−30.8% | Reduced |
| Point72 Asset Management, L.P. | 746,645 | $20.1M | 0.06% | +746,645 | New |
| Northern Trust Corp | 664,077 | $17.9M | 0.00% | −47,754−6.7% | Reduced |
| Charles Schwab Investment Management Inc | 582,602 | $15.7M | 0.00% | +9,426+1.6% | Added |
| Barclays PLC | 570,049 | $15.3M | 0.01% | +148,474+35.2% | Added |
| Jane Street Group, LLC | 553,195 | $14.9M | 0.02% | −1,358,576−71.1% | Reduced |
| Bank of Montreal | 521,459 | $14.0M | 0.01% | −870,739−62.5% | Reduced |
| Fred Alger Management, LLC | 507,526 | $13.6M | 0.07% | +232,211+84.3% | Added |
| Citadel Advisors LLC | 497,512 | $13.4M | 0.01% | −10,152−2.0% | Reduced |
| Bank of America Corp | 473,224 | $12.7M | 0.00% | −879,117−65.0% | Reduced |
| First Trust Advisors LP | 458,697 | $12.3M | 0.01% | +144,526+46.0% | Added |
| Marshall Wace, LLP | 457,103 | $12.3M | 0.02% | +319,903+233.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 805,240 | $10.9M | 0.02% | −213,114−20.9% | Reduced |
| Pathstone Holdings, LLC | 395,765 | $10.6M | 0.05% | +220+0.1% | Added |
| Norges Bank | 290,696 | $7.82M | 0.00% | −174,722−37.5% | Reduced |
| Bank of New York Mellon Corp | 236,224 | $6.35M | 0.00% | −23,662−9.1% | Reduced |
| Liontrust Investment Partners LLP | 230,000 | $6.18M | 0.09% | +75,000+48.4% | Added |
| Azora Capital LP | 210,241 | $5.65M | 0.41% | +210,241 | New |
| Nuveen Asset Management, LLC | 204,057 | $5.49M | 0.00% | −899−0.4% | Reduced |
| Seven Eight Capital, LP | 189,385 | $5.09M | 0.53% | +147,213+349.1% | Added |
| Zweig-DiMenna Associates LLC | 188,693 | $5.07M | 0.45% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 176,116 | $4.74M | 0.02% | +115,273+189.5% | Added |
| Swiss National Bank | 142,700 | $3.84M | 0.00% | +2,200+1.6% | Added |
| Capital Fund Management S.A. | 139,154 | $3.74M | 0.05% | +139,154 | New |
| Optiver Holding B.V. | 131,810 | $3.54M | 0.15% | +65,505+98.8% | Added |
| UBS Group AG | 119,445 | $3.21M | 0.00% | +35,979+43.1% | Added |
| Rhumbline Advisers | 106,311 | $2.86M | 0.00% | +3,288+3.2% | Added |
| JPMorgan Chase & Co | 101,781 | $2.74M | 0.00% | −84,960−45.5% | Reduced |
| Magnetar Financial LLC | 97,281 | $2.62M | 0.06% | +89,219+1,106.7% | Added |
| Edgestream Partners, L.P. | 82,737 | $2.22M | 0.11% | +52,457+173.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 78,399 | $2.11M | 0.01% | +19,500+33.1% | Added |
| Alliancebernstein L.P. | 76,150 | $2.05M | 0.00% | −15,900−17.3% | Reduced |
| California State Teachers Retirement System | 72,491 | $1.95M | 0.00% | −3,064−4.1% | Reduced |
| Legal & General Group Plc | 72,349 | $1.95M | 0.00% | +787+1.1% | Added |
| Credit Suisse AG | 71,570 | $1.92M | 0.00% | −223−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,848 | $1.91M | 0.00% | −16,232−18.6% | Reduced |
| UBS Asset Management Americas Inc | 70,462 | $1.89M | 0.00% | −2,553−3.5% | Reduced |
| Invesco Ltd. | 69,642 | $1.87M | 0.00% | −40,941−37.0% | Reduced |
| LPL Financial LLC | 65,010 | $1.75M | 0.00% | +6,320+10.8% | Added |
| Two Sigma Securities, LLC | 63,687 | $1.71M | 0.08% | +63,687 | New |
| Atomi Financial Group, Inc. | 58,603 | $1.58M | 0.15% | −54−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 57,356 | $1.54M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 56,608 | $1.52M | 0.00% | −19,614−25.7% | Reduced |
| Citigroup Inc | 54,967 | $1.48M | 0.00% | −7,031−11.3% | Reduced |
| Squarepoint Ops LLC | 54,243 | $1.46M | 0.01% | −206,504−79.2% | Reduced |
| Wells Fargo & Company | 50,560 | $1.36M | 0.00% | +7,803+18.2% | Added |
| Entropy Technologies, LP | 50,501 | $1.36M | 0.14% | +50,501 | New |
| Eschler Asset Management LLP | 50,000 | $1.34M | 0.87% | +50,000 | New |
| CTC LLC | 49,697 | $1.34M | 0.02% | +11,960+31.7% | Added |
| WMG Financial Advisors, LLC | 49,132 | $1.32M | 0.76% | −2,000−3.9% | Reduced |
| State Board of Administration of Florida Retirement System | 79,922 | $1.27M | 0.00% | +59,346+288.4% | Added |
| Balyasny Asset Management LLC | 46,624 | $1.25M | 0.00% | +26,161+127.8% | Added |
| Capital Impact Advisors, LLC | 44,369 | $1.19M | 1.55% | −4,263−8.8% | Reduced |
| Mariner, LLC | 42,601 | $1.15M | 0.00% | +1,006+2.4% | Added |
| Price T Rowe Associates Inc | 42,350 | $1.14M | 0.00% | +2,770+7.0% | Added |
| Commonwealth Equity Services, LLC | 41,444 | $1.11M | 0.00% | −5,745−12.2% | Reduced |
| Manufacturers Life Insurance Company, The | 41,325 | $1.11M | 0.00% | +1,463+3.7% | Added |
| Miracle Mile Advisors, LLC | 40,370 | $1.09M | 0.03% | +65+0.2% | Added |
| Gryphon Financial Partners LLC | 40,000 | $1.08M | 0.18% | −10,000−20.0% | Reduced |
| Cubist Systematic Strategies, LLC | 39,981 | $1.08M | 0.01% | +28,317+242.8% | Added |
| TCI Wealth Advisors, Inc. | 39,971 | $1.07M | 0.11% | +6,088+18.0% | Added |
| Bailard, Inc. | 39,297 | $1.06M | 0.03% | −234−0.6% | Reduced |
| Level Four Advisory Services, LLC | 25,763 | $1.05M | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 38,182 | $1.03M | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37,325 | $1.00M | 0.12% | +1,932+5.5% | Added |
| Two Sigma Investments, LP | 37,300 | $1.00M | 0.00% | −1,023,573−96.5% | Reduced |
| American International Group, Inc. | 36,599 | $984.1K | 0.00% | +193+0.5% | Added |
| Headlands Technologies LLC | 36,181 | $972.9K | 0.23% | +31,002+598.6% | Added |
| Legacy Capital Group California, Inc. | 35,831 | $963.5K | 0.36% | −928−2.5% | Reduced |
| Coastal Bridge Advisors, LLC | 35,688 | $959.6K | 0.22% | 00.0% | Unchanged |
| MML Investors Services, LLC | 35,022 | $942.0K | 0.00% | −273−0.8% | Reduced |
| Verition Fund Management LLC | 33,670 | $905.4K | 0.01% | +33,670 | New |
| Janus Henderson Group PLC | 32,609 | $876.4K | 0.00% | +150.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,430 | $872.0K | 0.00% | +2,557+8.6% | Added |
| Boston Private Wealth LLC | 31,356 | $843.2K | 0.02% | −21,213−40.4% | Reduced |
| Maxi Investments CY Ltd | 30,100 | $809.0K | 0.22% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 29,685 | $798.2K | 0.00% | −22−0.1% | Reduced |
| Harbor Capital Advisors, Inc. | 29,198 | $785.0K | 0.10% | +29,198 | New |
| Walleye Trading LLC | 27,701 | $744.9K | 0.01% | +27,701 | New |
| Tyler-Stone Wealth Management | 27,667 | $744.0K | 0.33% | −260−0.9% | Reduced |
| Creative Planning | 27,651 | $743.5K | 0.00% | +846+3.2% | Added |
| Hilltop Holdings Inc. | 27,610 | $742.4K | 0.08% | −8,044−22.6% | Reduced |
| SG Americas Securities, LLC | 27,343 | $735.0K | 0.00% | −6,451−19.1% | Reduced |
| Ensign Peak Advisors, Inc | 26,600 | $715.3K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 26,037 | $700.1K | 0.00% | +1,022+4.1% | Added |
| Mercer Global Advisors Inc | 24,679 | $664.0K | 0.00% | −1,367−5.2% | Reduced |
| Quantbot Technologies LP | 24,457 | $657.6K | 0.04% | +24,457 | New |
| Voya Investment Management LLC | 23,927 | $643.4K | 0.00% | −5,149−17.7% | Reduced |
| HSBC Holdings PLC | 23,769 | $639.1K | 0.00% | −5,766−19.5% | Reduced |
| Prospera Financial Services Inc | 21,844 | $587.3K | 0.02% | −4,819−18.1% | Reduced |
| Nisa Investment Advisors, LLC | 21,700 | $583.5K | 0.00% | −100.0% | Reduced |