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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 300 | $7.93K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 248 | $7.00K | 0.00% | +20+8.8% | Added |
| Larson Financial Group LLC | 255 | $6.86K | 0.00% | +100+64.5% | Added |
| WR Wealth Planners, LLC | 246 | $6.62K | 0.00% | +246 | New |
| Armstrong Advisory Group, Inc | 150 | $6.13K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 215 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 241 | $6.00K | 0.00% | +241 | New |
| Toth Financial Advisory Corp | 213 | $5.73K | 0.00% | −320−60.0% | Reduced |
| Lindbrook Capital, LLC | 211 | $5.67K | 0.00% | −122−36.6% | Reduced |
| Rise Advisors, LLC | 210 | $5.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 206 | $5.54K | 0.00% | +25+13.8% | Added |
| Massmutual Trust Co FSB | 200 | $5.38K | 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 |
| Colonial Trust Advisors | 178 | $4.79K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $4.03K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 136 | $3.66K | 0.00% | −105−43.6% | Reduced |
| Venturi Wealth Management, LLC | 124 | $3.34K | 0.00% | +43+53.1% | Added |
| PayPay Securities Corp | 116 | $3.12K | 0.16% | +36+45.0% | Added |
| Vima LLC | 188 | $2.99K | 0.00% | +59+45.7% | Added |
| 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 |
| Main Street Group, LTD | 100 | $2.64K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $2.64K | 0.00% | +100 | New |
| Spire Wealth Management | 96 | $2.58K | 0.00% | −71−42.5% | Reduced |
| Kelly Financial Services LLC | 90 | $2.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 82 | $2.21K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 81 | $2.18K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 73 | $1.96K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $1.94K | 0.00% | −5−6.5% | Reduced |
| TD Waterhouse Canada Inc. | 61 | $1.90K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 57 | $1.53K | 0.00% | −7−10.9% | Reduced |
| 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 |
| NVWM, LLC | 43 | $1.16K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 44 | $1.15K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 40 | $1.08K | 0.00% | −17−29.8% | Reduced |
| Gould Capital, LLC | 38 | $1.02K | 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 |
| Clearstead Advisors, LLC | 35 | $961 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 34 | $915 | 0.00% | +34 | New |
| Archer Investment Corp | 34 | $914 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 31 | $834 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $807 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $780 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 27 | $726 | 0.00% | +27 | New |
| Caldwell Sutter Capital, Inc. | 25 | $672 | 0.00% | −17−40.5% | Reduced |
| Highline Wealth Partners LLC | 23 | $618 | 0.00% | +23 | New |
| Missouri Trust & Investment Co | 22 | $592 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $592 | 0.00% | +22 | New |
| REAP Financial Group, LLC | 20 | $538 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 19 | $511 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $485 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 17 | $457 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $403 | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 15 | $396 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $376 | 0.00% | +12+600.0% | Added |
| Huntington National Bank | 13 | $350 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $269 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $269 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 5 | $204 | 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 |
| Proequities, Inc. | 4 | $107 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $81 | 0.00% | +1+50.0% | Added |
| Pathway Financial Advisers, LLC | 2 | $53 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2 | $44 | 0.00% | −18−90.0% | Reduced |
| Elequin Capital LP | 1 | $27 | 0.00% | +1 | New |
| Continuum Advisory, LLC | 1 | $26 | 0.00% | +1 | New |
| Impact Partnership Wealth, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| 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 |