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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,434−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −11,425−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,861−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −9,748−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −11,099−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −8,070−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −7,979−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −7,431−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −7,363−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −7,327−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Keeler & Nadler Financial Planning & Wealth Management | 0 | $0 | 0.00% | −7,147−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| Mezzasalma Advisors, LLC | 0 | $0 | 0.00% | −6,705−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −6,664−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −6,588−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −6,569−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,441−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −6,423−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −6,394−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −6,160−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −6,013−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,766−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −5,525−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −5,355−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −5,340−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −5,095−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,958−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,859−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AtonRa Partners | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |