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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 1,135 | $30.5K | 0.00% | −378−25.0% | Reduced |
| Ancora Advisors, LLC | 1,200 | $32.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,247 | $33.5K | 0.00% | +154+14.1% | Added |
| Farther Finance Advisors, LLC | 1,297 | $34.3K | 0.00% | +172+15.3% | Added |
| Natixis | 1,441 | $38.7K | 0.00% | −4,297−74.9% | Reduced |
| ICA Group Wealth Management, LLC | 1,536 | $41.3K | 0.01% | +50+3.4% | Added |
| Compagnie Lombard Odier SCmA | 1,600 | $43.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,646 | $44.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,704 | $45.8K | 0.00% | +1,185+228.3% | Added |
| Leonteq Securities AG | 1,734 | $46.6K | 0.01% | −545−23.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,743 | $47.0K | 0.00% | +778+80.6% | Added |
| The PNC Financial Services Group, Inc. | 1,947 | $52.4K | 0.00% | +134+7.4% | Added |
| Gs Investments, Inc. | 2,000 | $53.8K | 0.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 2,248 | $60.0K | 0.00% | −147−6.1% | Reduced |
| Asset Management One Co.,Ltd. | 2,310 | $62.1K | 0.00% | +976+73.2% | Added |
| Comerica Bank | 2,313 | $62.2K | 0.00% | +1,365+144.0% | Added |
| Amalgamated Bank | 2,428 | $65.0K | 0.00% | −7,916−76.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,869 | $77.1K | 0.00% | −69,312−96.0% | Reduced |
| GWM Advisors LLC | 3,145 | $84.6K | 0.00% | −340−9.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,236 | $87.0K | 0.04% | +488+17.8% | Added |
| Metropolitan Life Insurance Co | 4,021 | $108.1K | 0.00% | −142−3.4% | Reduced |
| Westside Investment Management, Inc. | 4,050 | $108.2K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 4,300 | $109.0K | 0.07% | +600+16.2% | Added |
| Federation des caisses Desjardins du Quebec | 4,566 | $122.8K | 0.00% | −175−3.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,995 | $134.3K | 0.00% | −479−8.8% | Reduced |
| National Bank of Canada | 5,450 | $138.4K | 0.00% | +520+10.5% | Added |
| AdvisorNet Financial, Inc | 5,165 | $138.9K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,524 | $149.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 6,515 | $175.2K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 7,058 | $189.8K | 0.00% | −6,292−47.1% | Reduced |
| Orion Capital Management LLC | 7,200 | $193.6K | 0.10% | +1,500+26.3% | Added |
| Ameritas Investment Partners, Inc. | 7,582 | $203.9K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,808 | $210.0K | 0.01% | +7,808 | New |
| Summit Financial Strategies, Inc. | 7,916 | $212.9K | 0.03% | +1,136+16.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $214.9K | 0.08% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 8,317 | $223.6K | 0.01% | −11,549−58.1% | Reduced |
| Capstone Investment Advisors, LLC | 8,438 | $226.9K | 0.00% | +8,438 | New |
| US Bancorp | 8,530 | $229.4K | 0.00% | +4,662+120.5% | Added |
| Pictet Asset Management Holding SA | 8,577 | $230.6K | 0.00% | −33,755−79.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,689 | $233.6K | 0.10% | +3,938+82.9% | Added |
| Gemmer Asset Management LLC | 8,792 | $236.4K | 0.03% | +666+8.2% | Added |
| Two Sigma Advisers, LP | 8,800 | $236.6K | 0.00% | −221,800−96.2% | Reduced |
| Walleye Capital LLC | 9,517 | $255.9K | 0.00% | −16,124−62.9% | Reduced |
| Quantinno Capital Management LP | 9,715 | $261.0K | 0.01% | +9,715 | New |
| Victory Capital Management Inc | 9,755 | $262.3K | 0.00% | +10.0% | Added |
| Truist Financial Corp | 9,859 | $265.1K | 0.00% | −2,179−18.1% | Reduced |
| Cresset Asset Management, LLC | 9,973 | $268.2K | 0.00% | +9,973 | New |
| Principal Financial Group Inc | 9,983 | $268.4K | 0.00% | +1,533+18.1% | Added |
| Kercheville Advisors, LLC | 10,000 | $268.9K | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,587 | $284.7K | 0.00% | −168−1.6% | Reduced |
| XTX Topco Ltd | 10,663 | $286.7K | 0.04% | +10,663 | New |
| Baader Bank INC | 11,000 | $295.8K | 0.02% | −266−2.4% | Reduced |
| Marathon Trading Investment Management LLC | 11,000 | $295.8K | 0.12% | +11,000 | New |
| Fiducient Advisors LLC | 11,000 | $295.8K | 0.06% | +11,000 | New |
| HRT Financial LP | 11,189 | $300.0K | 0.00% | +11,189 | New |
| Marex Group plc | 11,379 | $306.0K | 0.01% | −1,003−8.1% | Reduced |
| Stratos Wealth Partners, LTD. | 11,761 | $316.3K | 0.01% | −44−0.4% | Reduced |
| Advisory Services Network, LLC | 12,550 | $337.5K | 0.01% | −77−0.6% | Reduced |
| Capital Advantage, Inc. | 12,365 | $339.2K | 0.07% | −50.0% | Reduced |
| ProShare Advisors LLC | 13,342 | $358.8K | 0.00% | +1,219+10.1% | Added |
| Wedbush Securities Inc | 13,605 | $366.0K | 0.01% | +8,201+151.8% | Added |
| Apollon Wealth Management, LLC | 14,853 | $399.4K | 0.01% | +2,263+18.0% | Added |
| Handelsbanken Fonder AB | 14,900 | $401.0K | 0.00% | +2,900+24.2% | Added |
| Harbour Investments, Inc. | 15,161 | $407.7K | 0.01% | −40.0% | Reduced |
| Rockefeller Capital Management L.P. | 15,189 | $408.4K | 0.00% | −3,171−17.3% | Reduced |
| Rafferty Asset Management, LLC | 15,359 | $413.0K | 0.00% | −1,803−10.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,400 | $414.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,108 | $433.0K | 0.00% | −19,968−55.3% | Reduced |
| Inspire Advisors, LLC | 16,143 | $434.1K | 0.06% | +890+5.8% | Added |
| Ameriprise Financial Inc | 17,278 | $464.6K | 0.00% | −4,885−22.0% | Reduced |
| Envestnet Asset Management Inc | 17,732 | $476.8K | 0.00% | −5,983−25.2% | Reduced |
| Private Advisor Group, LLC | 17,936 | $482.3K | 0.00% | +2,149+13.6% | Added |
| Wolverine Trading, LLC | 18,764 | $504.6K | 0.01% | +10,255+120.5% | Added |
| Advisor Group Holdings, Inc. | 18,924 | $508.6K | 0.00% | −8,694−31.5% | Reduced |
| Arizona State Retirement System | 19,869 | $534.3K | 0.00% | −64−0.3% | Reduced |
| Shelton Capital Management | 20,000 | $537.8K | 0.02% | −200−1.0% | Reduced |
| Cetera Investment Advisers | 20,723 | $557.2K | 0.00% | +13,575+189.9% | Added |
| Brevan Howard Capital Management LP | 21,066 | $566.5K | 0.05% | +5,098+31.9% | Added |
| Nisa Investment Advisors, LLC | 21,700 | $583.5K | 0.00% | −100.0% | Reduced |
| Prospera Financial Services Inc | 21,844 | $587.3K | 0.02% | −4,819−18.1% | Reduced |
| HSBC Holdings PLC | 23,769 | $639.1K | 0.00% | −5,766−19.5% | Reduced |
| Voya Investment Management LLC | 23,927 | $643.4K | 0.00% | −5,149−17.7% | Reduced |
| Quantbot Technologies LP | 24,457 | $657.6K | 0.04% | +24,457 | New |
| Mercer Global Advisors Inc | 24,679 | $664.0K | 0.00% | −1,367−5.2% | Reduced |
| Dimensional Fund Advisors LP | 26,037 | $700.1K | 0.00% | +1,022+4.1% | Added |
| Ensign Peak Advisors, Inc | 26,600 | $715.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 27,343 | $735.0K | 0.00% | −6,451−19.1% | Reduced |
| Hilltop Holdings Inc. | 27,610 | $742.4K | 0.08% | −8,044−22.6% | Reduced |
| Creative Planning | 27,651 | $743.5K | 0.00% | +846+3.2% | Added |
| Tyler-Stone Wealth Management | 27,667 | $744.0K | 0.33% | −260−0.9% | Reduced |
| Walleye Trading LLC | 27,701 | $744.9K | 0.01% | +27,701 | New |
| Harbor Capital Advisors, Inc. | 29,198 | $785.0K | 0.10% | +29,198 | New |
| New York State Common Retirement Fund | 29,685 | $798.2K | 0.00% | −22−0.1% | Reduced |
| Maxi Investments CY Ltd | 30,100 | $809.0K | 0.22% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 31,356 | $843.2K | 0.02% | −21,213−40.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,430 | $872.0K | 0.00% | +2,557+8.6% | Added |
| Janus Henderson Group PLC | 32,609 | $876.4K | 0.00% | +150.0% | Added |
| Verition Fund Management LLC | 33,670 | $905.4K | 0.01% | +33,670 | New |
| MML Investors Services, LLC | 35,022 | $942.0K | 0.00% | −273−0.8% | Reduced |
| Coastal Bridge Advisors, LLC | 35,688 | $959.6K | 0.22% | 00.0% | Unchanged |