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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 21,066 | $566.5K | 0.05% | +5,098+31.9% | Added |
| Cetera Investment Advisers | 20,723 | $557.2K | 0.00% | +13,575+189.9% | Added |
| Shelton Capital Management | 20,000 | $537.8K | 0.02% | −200−1.0% | Reduced |
| Arizona State Retirement System | 19,869 | $534.3K | 0.00% | −64−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 18,924 | $508.6K | 0.00% | −8,694−31.5% | Reduced |
| Wolverine Trading, LLC | 18,764 | $504.6K | 0.01% | +10,255+120.5% | Added |
| Private Advisor Group, LLC | 17,936 | $482.3K | 0.00% | +2,149+13.6% | Added |
| Envestnet Asset Management Inc | 17,732 | $476.8K | 0.00% | −5,983−25.2% | Reduced |
| Ameriprise Financial Inc | 17,278 | $464.6K | 0.00% | −4,885−22.0% | Reduced |
| Inspire Advisors, LLC | 16,143 | $434.1K | 0.06% | +890+5.8% | Added |
| Royal Bank of Canada | 16,108 | $433.0K | 0.00% | −19,968−55.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,400 | $414.1K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 15,359 | $413.0K | 0.00% | −1,803−10.5% | Reduced |
| Rockefeller Capital Management L.P. | 15,189 | $408.4K | 0.00% | −3,171−17.3% | Reduced |
| Harbour Investments, Inc. | 15,161 | $407.7K | 0.01% | −40.0% | Reduced |
| Handelsbanken Fonder AB | 14,900 | $401.0K | 0.00% | +2,900+24.2% | Added |
| Apollon Wealth Management, LLC | 14,853 | $399.4K | 0.01% | +2,263+18.0% | Added |
| Wedbush Securities Inc | 13,605 | $366.0K | 0.01% | +8,201+151.8% | Added |
| ProShare Advisors LLC | 13,342 | $358.8K | 0.00% | +1,219+10.1% | Added |
| Capital Advantage, Inc. | 12,365 | $339.2K | 0.07% | −50.0% | Reduced |
| Advisory Services Network, LLC | 12,550 | $337.5K | 0.01% | −77−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 11,761 | $316.3K | 0.01% | −44−0.4% | Reduced |
| Marex Group plc | 11,379 | $306.0K | 0.01% | −1,003−8.1% | Reduced |
| HRT Financial LP | 11,189 | $300.0K | 0.00% | +11,189 | 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 |
| XTX Topco Ltd | 10,663 | $286.7K | 0.04% | +10,663 | New |
| Prime Capital Investment Advisors, LLC | 10,587 | $284.7K | 0.00% | −168−1.6% | Reduced |
| Kercheville Advisors, LLC | 10,000 | $268.9K | 0.13% | 00.0% | Unchanged |
| Principal Financial Group Inc | 9,983 | $268.4K | 0.00% | +1,533+18.1% | Added |
| Cresset Asset Management, LLC | 9,973 | $268.2K | 0.00% | +9,973 | New |
| Truist Financial Corp | 9,859 | $265.1K | 0.00% | −2,179−18.1% | Reduced |
| Victory Capital Management Inc | 9,755 | $262.3K | 0.00% | +10.0% | Added |
| Quantinno Capital Management LP | 9,715 | $261.0K | 0.01% | +9,715 | New |
| Walleye Capital LLC | 9,517 | $255.9K | 0.00% | −16,124−62.9% | Reduced |
| Two Sigma Advisers, LP | 8,800 | $236.6K | 0.00% | −221,800−96.2% | Reduced |
| Gemmer Asset Management LLC | 8,792 | $236.4K | 0.03% | +666+8.2% | Added |
| Newbridge Financial Services Group, Inc. | 8,689 | $233.6K | 0.10% | +3,938+82.9% | Added |
| Pictet Asset Management Holding SA | 8,577 | $230.6K | 0.00% | −33,755−79.7% | Reduced |
| US Bancorp | 8,530 | $229.4K | 0.00% | +4,662+120.5% | Added |
| Capstone Investment Advisors, LLC | 8,438 | $226.9K | 0.00% | +8,438 | New |
| Parallax Volatility Advisers, L.P. | 8,317 | $223.6K | 0.01% | −11,549−58.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $214.9K | 0.08% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 7,916 | $212.9K | 0.03% | +1,136+16.8% | Added |
| Graham Capital Management, L.P. | 7,808 | $210.0K | 0.01% | +7,808 | New |
| Ameritas Investment Partners, Inc. | 7,582 | $203.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 7,200 | $193.6K | 0.10% | +1,500+26.3% | Added |
| FMR LLC | 7,058 | $189.8K | 0.00% | −6,292−47.1% | Reduced |
| Arcadia Investment Management Corp | 6,515 | $175.2K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,524 | $149.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,165 | $138.9K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 5,450 | $138.4K | 0.00% | +520+10.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,995 | $134.3K | 0.00% | −479−8.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,566 | $122.8K | 0.00% | −175−3.7% | Reduced |
| EMC Capital Management | 4,300 | $109.0K | 0.07% | +600+16.2% | Added |
| Westside Investment Management, Inc. | 4,050 | $108.2K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,021 | $108.1K | 0.00% | −142−3.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,236 | $87.0K | 0.04% | +488+17.8% | Added |
| GWM Advisors LLC | 3,145 | $84.6K | 0.00% | −340−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,869 | $77.1K | 0.00% | −69,312−96.0% | Reduced |
| Amalgamated Bank | 2,428 | $65.0K | 0.00% | −7,916−76.5% | Reduced |
| Comerica Bank | 2,313 | $62.2K | 0.00% | +1,365+144.0% | Added |
| Asset Management One Co.,Ltd. | 2,310 | $62.1K | 0.00% | +976+73.2% | Added |
| Daiwa Securities Group Inc. | 2,248 | $60.0K | 0.00% | −147−6.1% | Reduced |
| Gs Investments, Inc. | 2,000 | $53.8K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,947 | $52.4K | 0.00% | +134+7.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,743 | $47.0K | 0.00% | +778+80.6% | Added |
| Leonteq Securities AG | 1,734 | $46.6K | 0.01% | −545−23.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,704 | $45.8K | 0.00% | +1,185+228.3% | Added |
| KBC Group NV | 1,646 | $44.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,600 | $43.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,536 | $41.3K | 0.01% | +50+3.4% | Added |
| Natixis | 1,441 | $38.7K | 0.00% | −4,297−74.9% | Reduced |
| Farther Finance Advisors, LLC | 1,297 | $34.3K | 0.00% | +172+15.3% | Added |
| Parallel Advisors, LLC | 1,247 | $33.5K | 0.00% | +154+14.1% | Added |
| Ancora Advisors, LLC | 1,200 | $32.3K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,135 | $30.5K | 0.00% | −378−25.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,018 | $27.4K | 0.00% | −220−17.8% | Reduced |
| Albion Financial Group | 1,000 | $26.9K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 990 | $26.6K | 0.00% | −822−45.4% | Reduced |
| Signaturefd, LLC | 897 | $24.1K | 0.00% | −204−18.5% | Reduced |
| CWM, LLC | 905 | $24.0K | 0.00% | −226−20.0% | Reduced |
| Brown Brothers Harriman & Co | 850 | $22.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Quadrant Capital Group LLC | 705 | $19.0K | 0.00% | −31−4.2% | Reduced |
| GAMMA Investing LLC | 614 | $16.5K | 0.00% | +9+1.5% | Added |
| Fifth Third Bancorp | 600 | $16.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 568 | $15.3K | 0.00% | +480+545.5% | Added |
| Broadwater Capital Management LLC | 500 | $13.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 490 | $13.2K | 0.00% | −20−3.9% | Reduced |
| Custom Portfolio Group LLC | 482 | $13.0K | 0.01% | +241+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 470 | $12.6K | 0.00% | +470 | New |
| Versant Capital Management, Inc | 428 | $11.5K | 0.00% | −81−15.9% | Reduced |
| Geneos Wealth Management Inc. | 337 | $9.06K | 0.00% | −68−16.8% | Reduced |
| Quent Capital, LLC | 335 | $9.01K | 0.00% | −2−0.6% | Reduced |
| Optimum Investment Advisors | 310 | $8.34K | 0.00% | −250−44.6% | Reduced |
| Bear Mountain Capital, Inc. | 369 | $8.28K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 306 | $8.00K | 0.01% | −1−0.3% | Reduced |