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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.

Q1 2024 vs. Q4 2023

How the institutions holding Upstart Holdings, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of UPST: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3342278−54
Shares41.6M4.31K37.7M−3.89M (−9.3%)
Value$1.70B$176.1K$1.00B−$701.7M (−41.2%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to UPST in Q1 2024
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.746,645$20.1M0.06%
Azora Capital LP210,241$5.65M0.41%
Capital Fund Management S.A.139,154$3.74M0.05%
Two Sigma Securities, LLC63,687$1.71M0.08%
Entropy Technologies, LP50,501$1.36M0.14%
Eschler Asset Management LLP50,000$1.34M0.87%
Verition Fund Management LLC33,670$905.4K0.01%
Harbor Capital Advisors, Inc.29,198$785.0K0.10%
Walleye Trading LLC27,701$744.9K0.01%
Quantbot Technologies LP24,457$657.6K0.04%
HRT Financial LP11,189$300.0K0.00%
Marathon Trading Investment Management LLC11,000$295.8K0.12%
Fiducient Advisors LLC11,000$295.8K0.06%
XTX Topco Ltd10,663$286.7K0.04%
Cresset Asset Management, LLC9,973$268.2K0.00%
Quantinno Capital Management LP9,715$261.0K0.01%
Capstone Investment Advisors, LLC8,438$226.9K0.00%
Graham Capital Management, L.P.7,808$210.0K0.01%
Plante Moran Financial Advisors, LLC470$12.6K0.00%
WR Wealth Planners, LLC246$6.62K0.00%
Lazard Asset Management LLC241$6.00K0.00%
T. Rowe Price Investment Management, Inc.151$5.00K0.00%
Macroview Investment Management LLC100$2.69K0.00%
CIBC Private Wealth Group, LLC100$2.64K0.00%
Marquette Asset Management, LLC50$1.34K0.00%
Montag A & Associates Inc34$9150.00%
LifeSteps Financial, Inc.27$7260.00%
Highline Wealth Partners LLC23$6180.00%
CoreCap Advisors, LLC22$5920.00%
Gen-Wealth Partners Inc15$4030.00%
Rothschild Investment LLC10$2690.00%
Elequin Capital LP1$270.00%
Continuum Advisory, LLC1$260.00%

Sold out (87)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of UPST in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Sculptor Capital LP178,700$7.30M
Carnegie Capital Asset Management, LLC171,558$7.01M
Millennium Management LLC150,502$6.15M
Susquehanna Portfolio Strategies, LLC130,439$5.33M
Twinbeech Capital LP118,081$4.82M
FORA Capital, LLC115,740$4.73M
Tudor Investment Corp Et Al86,534$3.54M
Banque Pictet & Cie SA72,000$2.94M
Hampton Road Capital Management LP52,350$2.14M
Occudo Quantitative Strategies LP42,388$1.73M
Nomura Holdings Inc35,080$1.43M
Engineers Gate Manager LP34,574$1.41M
IMC-Chicago, LLC26,444$1.08M
Schonfeld Strategic Advisors LLC25,900$1.06M
GTS Securities LLC24,150$986.8K
Algert Global LLC24,120$985.5K
Raymond James & Associates20,895$853.8K
AE Wealth Management LLC24,005$783.0K
Cipher Capital LP17,706$723.5K
Bayesian Capital Management, LP17,559$717.5K
AQR Capital Management LLC16,220$662.7K
Gsa Capital Partners LLP12,056$493.0K
Y-Intercept (Hong Kong) Ltd11,434$467.2K
J.W. Cole Advisors, Inc.11,425$466.8K
Connective Portfolio Management, LLC11,000$449.5K
Cetera Advisors LLC10,359$423.3K
Duality Advisers, LP9,861$402.9K
Qube Research & Technologies Ltd9,748$398.3K
Amundi11,099$386.9K
International Assets Investment Management, LLC8,070$329.7K
National Wealth Management Group, LLC7,979$326.0K
Valeo Financial Advisors, LLC7,431$303.6K
State of Wisconsin Investment Board7,363$300.9K
Atria Wealth Solutions, Inc.7,327$299.4K
Kingswood Wealth Advisors, LLC7,200$294.2K
Keeler & Nadler Financial Planning & Wealth Management7,147$292.0K
IPG Investment Advisors LLC6,775$276.8K
Mezzasalma Advisors, LLC6,705$274.0K
Sierra Summit Advisors LLC6,664$272.3K
Synergy Financial Group, LTD6,588$269.2K
Independent Advisor Alliance6,569$268.4K
Wolverine Asset Management LLC6,441$263.2K
CIBC World Markets Inc.6,423$262.0K
Ieq Capital, LLC6,394$261.3K
Independent Financial Group, LLC6,160$251.7K
Liberty One Investment Management, LLC6,013$245.7K
Captrust Financial Advisors5,766$235.6K
Prudential Financial Inc5,695$232.7K
Gotham Asset Management, LLC5,525$225.8K
QRG Capital Management, Inc.5,355$218.8K
Nwam LLC5,340$218.2K
Wealth Enhancement Advisory Services, LLC5,310$217.0K
Mandatum Life Insurance Co Ltd5,100$208.4K
HighTower Advisors, LLC5,095$206.0K
Oppenheimer Asset Management Inc.4,958$202.6K
Tradition Wealth Management, LLC4,693$192.0K
State of Wyoming2,805$114.6K
Harvest Fund Management Co., Ltd1,859$76.0K
Hollencrest Capital Management1,500$61.3K
BOCHK Asset Management Ltd1,500$61.3K
STRS Ohio1,400$57.0K
Itau Unibanco Holding S.A.688$28.1K
Principal Securities, Inc.553$22.6K
New Millennium Group LLC280$11.4K
CKW Financial Group273$11.0K
Ronald Blue Trust, Inc.322$9.00K
Tennessee Valley Asset Management Partners220$8.99K
Fortitude Family Office, LLC186$7.60K
Cape Investment Advisory, Inc.104$4.25K
Glassman Wealth Services103$4.21K
Wolff Wiese Magana LLC100$4.09K
Aspect Partners, LLC86$3.51K
Bessemer Group Inc85$3.00K
Cranbrook Wealth Management, LLC71$2.90K
Valley National Advisers Inc65$2.00K
Arlington Trust Co LLC35$1.43K
Sunbelt Securities, Inc.31$1.27K
Horrell Capital Management, Inc.15$1.00K
North Star Investment Management Corp.24$981
Private Wealth Management Group, LLC24$981
Focused Wealth Management, Inc20$817
Assetmark, Inc15$613
Gables Capital Management Inc.10$409
American State Bank (Iowa)10$409
SJS Investment Consulting Inc.7$287
C M Bidwell & Associates Ltd2$82
O'Dell Group, LLC1$41

Not filed for Q1 2024 yet (2)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
AtonRa Partners3,959$161.8K
Hobbs Group Advisors, LLC350$14.3K