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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 35,831 | $963.5K | 0.36% | −928−2.5% | Reduced |
| Headlands Technologies LLC | 36,181 | $972.9K | 0.23% | +31,002+598.6% | Added |
| American International Group, Inc. | 36,599 | $984.1K | 0.00% | +193+0.5% | Added |
| Two Sigma Investments, LP | 37,300 | $1.00M | 0.00% | −1,023,573−96.5% | Reduced |
| Manchester Capital Management LLC | 37,325 | $1.00M | 0.12% | +1,932+5.5% | Added |
| MetLife Investment Management | 38,182 | $1.03M | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 25,763 | $1.05M | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 39,297 | $1.06M | 0.03% | −234−0.6% | Reduced |
| TCI Wealth Advisors, Inc. | 39,971 | $1.07M | 0.11% | +6,088+18.0% | Added |
| Cubist Systematic Strategies, LLC | 39,981 | $1.08M | 0.01% | +28,317+242.8% | Added |
| Gryphon Financial Partners LLC | 40,000 | $1.08M | 0.18% | −10,000−20.0% | Reduced |
| Miracle Mile Advisors, LLC | 40,370 | $1.09M | 0.03% | +65+0.2% | Added |
| Manufacturers Life Insurance Company, The | 41,325 | $1.11M | 0.00% | +1,463+3.7% | Added |
| Commonwealth Equity Services, LLC | 41,444 | $1.11M | 0.00% | −5,745−12.2% | Reduced |
| Price T Rowe Associates Inc | 42,350 | $1.14M | 0.00% | +2,770+7.0% | Added |
| Mariner, LLC | 42,601 | $1.15M | 0.00% | +1,006+2.4% | Added |
| Capital Impact Advisors, LLC | 44,369 | $1.19M | 1.55% | −4,263−8.8% | Reduced |
| Balyasny Asset Management LLC | 46,624 | $1.25M | 0.00% | +26,161+127.8% | Added |
| State Board of Administration of Florida Retirement System | 79,922 | $1.27M | 0.00% | +59,346+288.4% | Added |
| WMG Financial Advisors, LLC | 49,132 | $1.32M | 0.76% | −2,000−3.9% | Reduced |
| CTC LLC | 49,697 | $1.34M | 0.02% | +11,960+31.7% | Added |
| Eschler Asset Management LLP | 50,000 | $1.34M | 0.87% | +50,000 | New |
| Entropy Technologies, LP | 50,501 | $1.36M | 0.14% | +50,501 | New |
| Wells Fargo & Company | 50,560 | $1.36M | 0.00% | +7,803+18.2% | Added |
| Squarepoint Ops LLC | 54,243 | $1.46M | 0.01% | −206,504−79.2% | Reduced |
| Citigroup Inc | 54,967 | $1.48M | 0.00% | −7,031−11.3% | Reduced |
| Deutsche Bank AG | 56,608 | $1.52M | 0.00% | −19,614−25.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 57,356 | $1.54M | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 58,603 | $1.58M | 0.15% | −54−0.1% | Reduced |
| Two Sigma Securities, LLC | 63,687 | $1.71M | 0.08% | +63,687 | New |
| LPL Financial LLC | 65,010 | $1.75M | 0.00% | +6,320+10.8% | Added |
| Invesco Ltd. | 69,642 | $1.87M | 0.00% | −40,941−37.0% | Reduced |
| UBS Asset Management Americas Inc | 70,462 | $1.89M | 0.00% | −2,553−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,848 | $1.91M | 0.00% | −16,232−18.6% | Reduced |
| Credit Suisse AG | 71,570 | $1.92M | 0.00% | −223−0.3% | Reduced |
| Legal & General Group Plc | 72,349 | $1.95M | 0.00% | +787+1.1% | Added |
| California State Teachers Retirement System | 72,491 | $1.95M | 0.00% | −3,064−4.1% | Reduced |
| Alliancebernstein L.P. | 76,150 | $2.05M | 0.00% | −15,900−17.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 78,399 | $2.11M | 0.01% | +19,500+33.1% | Added |
| Edgestream Partners, L.P. | 82,737 | $2.22M | 0.11% | +52,457+173.2% | Added |
| Magnetar Financial LLC | 97,281 | $2.62M | 0.06% | +89,219+1,106.7% | Added |
| JPMorgan Chase & Co | 101,781 | $2.74M | 0.00% | −84,960−45.5% | Reduced |
| Rhumbline Advisers | 106,311 | $2.86M | 0.00% | +3,288+3.2% | Added |
| UBS Group AG | 119,445 | $3.21M | 0.00% | +35,979+43.1% | Added |
| Optiver Holding B.V. | 131,810 | $3.54M | 0.15% | +65,505+98.8% | Added |
| Capital Fund Management S.A. | 139,154 | $3.74M | 0.05% | +139,154 | New |
| Swiss National Bank | 142,700 | $3.84M | 0.00% | +2,200+1.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 176,116 | $4.74M | 0.02% | +115,273+189.5% | Added |
| Zweig-DiMenna Associates LLC | 188,693 | $5.07M | 0.45% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 189,385 | $5.09M | 0.53% | +147,213+349.1% | Added |
| Nuveen Asset Management, LLC | 204,057 | $5.49M | 0.00% | −899−0.4% | Reduced |
| Azora Capital LP | 210,241 | $5.65M | 0.41% | +210,241 | New |
| Liontrust Investment Partners LLP | 230,000 | $6.18M | 0.09% | +75,000+48.4% | Added |
| Bank of New York Mellon Corp | 236,224 | $6.35M | 0.00% | −23,662−9.1% | Reduced |
| Norges Bank | 290,696 | $7.82M | 0.00% | −174,722−37.5% | Reduced |
| Pathstone Holdings, LLC | 395,765 | $10.6M | 0.05% | +220+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 805,240 | $10.9M | 0.02% | −213,114−20.9% | Reduced |
| Marshall Wace, LLP | 457,103 | $12.3M | 0.02% | +319,903+233.2% | Added |
| First Trust Advisors LP | 458,697 | $12.3M | 0.01% | +144,526+46.0% | Added |
| Bank of America Corp | 473,224 | $12.7M | 0.00% | −879,117−65.0% | Reduced |
| Citadel Advisors LLC | 497,512 | $13.4M | 0.01% | −10,152−2.0% | Reduced |
| Fred Alger Management, LLC | 507,526 | $13.6M | 0.07% | +232,211+84.3% | Added |
| Bank of Montreal | 521,459 | $14.0M | 0.01% | −870,739−62.5% | Reduced |
| Jane Street Group, LLC | 553,195 | $14.9M | 0.02% | −1,358,576−71.1% | Reduced |
| Barclays PLC | 570,049 | $15.3M | 0.01% | +148,474+35.2% | Added |
| Charles Schwab Investment Management Inc | 582,602 | $15.7M | 0.00% | +9,426+1.6% | Added |
| Northern Trust Corp | 664,077 | $17.9M | 0.00% | −47,754−6.7% | Reduced |
| Point72 Asset Management, L.P. | 746,645 | $20.1M | 0.06% | +746,645 | New |
| Goldman Sachs Group Inc | 836,186 | $22.5M | 0.00% | −372,631−30.8% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $23.4M | 0.09% | +186,155+27.2% | Added |
| Voloridge Investment Management, LLC | 1,018,527 | $27.4M | 0.10% | +4,162+0.4% | Added |
| Susquehanna International Group, LLP | 1,459,041 | $39.2M | 0.06% | +1,423,856+4,046.8% | Added |
| Geode Capital Management, LLC | 1,667,029 | $44.8M | 0.00% | +63,565+4.0% | Added |
| State Street Corp | 1,868,180 | $50.2M | 0.00% | +32,711+1.8% | Added |
| D. E. Shaw & Co., Inc. | 2,027,470 | $54.5M | 0.07% | −1,296,971−39.0% | Reduced |
| Morgan Stanley | 2,256,367 | $60.7M | 0.00% | +123,806+5.8% | Added |
| BlackRock Inc. | 5,344,966 | $143.7M | 0.00% | −187,417−3.4% | Reduced |
| Vanguard Group Inc | 7,128,975 | $191.7M | 0.00% | +115,057+1.6% | Added |
| Sculptor Capital LP | 0 | $0 | 0.00% | −178,700−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −171,558−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −150,502−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −130,439−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −118,081−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −115,740−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −86,534−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −52,350−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,388−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −35,080−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,574−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −26,444−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,900−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −24,150−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −24,120−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −20,895−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −24,005−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −17,706−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −17,559−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −16,220−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,056−100.0% | Sold out |