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 |
|---|---|---|---|---|---|
| Impact Partnership Wealth, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1 | $26 | 0.00% | +1 | New |
| Elequin Capital LP | 1 | $27 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 2 | $44 | 0.00% | −18−90.0% | Reduced |
| Pathway Financial Advisers, LLC | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $81 | 0.00% | +1+50.0% | Added |
| Proequities, Inc. | 4 | $107 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $108 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $108 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $204 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $269 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $269 | 0.00% | +10 | New |
| Huntington National Bank | 13 | $350 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $376 | 0.00% | +12+600.0% | Added |
| Global Financial Private Client, LLC | 15 | $396 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $403 | 0.00% | +15 | New |
| Sawyer & Company, Inc | 17 | $457 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $485 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 19 | $511 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 20 | $538 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 22 | $592 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $592 | 0.00% | +22 | New |
| Highline Wealth Partners LLC | 23 | $618 | 0.00% | +23 | New |
| Caldwell Sutter Capital, Inc. | 25 | $672 | 0.00% | −17−40.5% | Reduced |
| LifeSteps Financial, Inc. | 27 | $726 | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 29 | $780 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $807 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 31 | $834 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 34 | $914 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 34 | $915 | 0.00% | +34 | New |
| Clearstead Advisors, LLC | 35 | $961 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 35 | $1.00K | 0.00% | −181−83.8% | Reduced |
| Avion Wealth | 30 | $1.00K | 0.00% | −33−52.4% | Reduced |
| West Oak Capital, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 40 | $1.08K | 0.00% | −17−29.8% | Reduced |
| Anchor Investment Management, LLC | 41 | $1.10K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 44 | $1.15K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $1.34K | 0.00% | −33−39.8% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 50 | $1.34K | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 57 | $1.53K | 0.00% | −7−10.9% | Reduced |
| Russell Investments Group, Ltd. | 60 | $1.61K | 0.00% | −87−59.2% | Reduced |
| Sound Income Strategies, LLC | 60 | $1.61K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 61 | $1.90K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $1.94K | 0.00% | −5−6.5% | Reduced |
| POM Investment Strategies, LLC | 73 | $1.96K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 81 | $2.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 82 | $2.21K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 90 | $2.42K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 96 | $2.58K | 0.00% | −71−42.5% | Reduced |
| Main Street Group, LTD | 100 | $2.64K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $2.64K | 0.00% | +100 | New |
| Heritage Wealth Advisors | 100 | $2.69K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $2.69K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 100 | $2.69K | 0.00% | +100 | New |
| Vima LLC | 188 | $2.99K | 0.00% | +59+45.7% | Added |
| PayPay Securities Corp | 116 | $3.12K | 0.16% | +36+45.0% | Added |
| Venturi Wealth Management, LLC | 124 | $3.34K | 0.00% | +43+53.1% | Added |
| Northwestern Mutual Wealth Management Co | 136 | $3.66K | 0.00% | −105−43.6% | Reduced |
| Adirondack Trust Co | 150 | $4.03K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 178 | $4.79K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 151 | $5.00K | 0.00% | +151 | New |
| Massmutual Trust Co FSB | 200 | $5.38K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 206 | $5.54K | 0.00% | +25+13.8% | Added |
| Rise Advisors, LLC | 210 | $5.65K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 211 | $5.67K | 0.00% | −122−36.6% | Reduced |
| Toth Financial Advisory Corp | 213 | $5.73K | 0.00% | −320−60.0% | Reduced |
| Banque Cantonale Vaudoise | 215 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 241 | $6.00K | 0.00% | +241 | New |
| Armstrong Advisory Group, Inc | 150 | $6.13K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 246 | $6.62K | 0.00% | +246 | New |
| Larson Financial Group LLC | 255 | $6.86K | 0.00% | +100+64.5% | Added |
| Hantz Financial Services, Inc. | 248 | $7.00K | 0.00% | +20+8.8% | Added |
| Rosenberg Matthew Hamilton | 300 | $7.93K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 306 | $8.00K | 0.01% | −1−0.3% | Reduced |
| Bear Mountain Capital, Inc. | 369 | $8.28K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 310 | $8.34K | 0.00% | −250−44.6% | Reduced |
| Quent Capital, LLC | 335 | $9.01K | 0.00% | −2−0.6% | Reduced |
| Geneos Wealth Management Inc. | 337 | $9.06K | 0.00% | −68−16.8% | Reduced |
| Versant Capital Management, Inc | 428 | $11.5K | 0.00% | −81−15.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 470 | $12.6K | 0.00% | +470 | New |
| Custom Portfolio Group LLC | 482 | $13.0K | 0.01% | +241+100.0% | Added |
| IFP Advisors, Inc | 490 | $13.2K | 0.00% | −20−3.9% | Reduced |
| Broadwater Capital Management LLC | 500 | $13.4K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 568 | $15.3K | 0.00% | +480+545.5% | Added |
| Fifth Third Bancorp | 600 | $16.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 614 | $16.5K | 0.00% | +9+1.5% | Added |
| Quadrant Capital Group LLC | 705 | $19.0K | 0.00% | −31−4.2% | Reduced |
| Shell Asset Management Co | 877 | $21.0K | 0.00% | −52−5.6% | Reduced |
| Cutler Group LP | 813 | $21.0K | 0.01% | +713+713.0% | Added |
| Brown Brothers Harriman & Co | 850 | $22.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 905 | $24.0K | 0.00% | −226−20.0% | Reduced |
| Signaturefd, LLC | 897 | $24.1K | 0.00% | −204−18.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 990 | $26.6K | 0.00% | −822−45.4% | Reduced |
| Albion Financial Group | 1,000 | $26.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,018 | $27.4K | 0.00% | −220−17.8% | Reduced |