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, Q2 2024
Institutional positions in Upstart Holdings, Inc. as of Jun 30, 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
- 275
- 0 vs. Q1 2024
- Shares held
- 39.0M
- +1.32M (+3.5%) vs. Q1 2024
- Total value
- $919.5M
- −$81.6M (−8.2%) vs. Q1 2024
- New holders
- 44
- 93 more added
- Sold out
- 44
- 72 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,299,317 | $172.2M | 0.00% | +170,342+2.4% | Added |
| BlackRock Inc. | 5,664,303 | $133.6M | 0.00% | +319,337+6.0% | Added |
| State Street Corp | 2,263,422 | $53.4M | 0.00% | +395,242+21.2% | Added |
| Geode Capital Management, LLC | 1,787,292 | $42.2M | 0.00% | +120,263+7.2% | Added |
| Susquehanna International Group, LLP | 1,526,681 | $36.0M | 0.06% | +67,640+4.6% | Added |
| Morgan Stanley | 1,479,858 | $34.9M | 0.00% | −776,509−34.4% | Reduced |
| Goldman Sachs Group Inc | 1,407,925 | $33.2M | 0.01% | +571,739+68.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,249,284 | $29.5M | 0.07% | +1,249,284 | New |
| Bank of America Corp | 1,110,614 | $26.2M | 0.00% | +637,390+134.7% | Added |
| Voloridge Investment Management, LLC | 1,075,378 | $25.4M | 0.09% | +56,851+5.6% | Added |
| D. E. Shaw & Co., Inc. | 889,527 | $21.0M | 0.03% | −1,137,943−56.1% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $20.5M | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 648,909 | $15.3M | 0.00% | −15,168−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 610,824 | $14.4M | 0.00% | +28,222+4.8% | Added |
| Jane Street Group, LLC | 501,240 | $11.8M | 0.01% | −51,955−9.4% | Reduced |
| Citadel Advisors LLC | 497,207 | $11.7M | 0.01% | −305−0.1% | Reduced |
| Fred Alger Management, LLC | 492,423 | $11.6M | 0.06% | −15,103−3.0% | Reduced |
| Bank of Montreal | 447,726 | $10.6M | 0.01% | −73,733−14.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 443,101 | $10.5M | 0.04% | +266,985+151.6% | Added |
| Two Sigma Investments, LP | 404,843 | $9.55M | 0.02% | +367,543+985.4% | Added |
| Pathstone Holdings, LLC | 395,289 | $9.32M | 0.04% | −476−0.1% | Reduced |
| UBS Group AG | 388,585 | $9.17M | 0.00% | +269,140+225.3% | Added |
| Azora Capital LP | 371,308 | $8.76M | 0.50% | +161,067+76.6% | Added |
| First Trust Advisors LP | 371,102 | $8.75M | 0.01% | −87,595−19.1% | Reduced |
| Marshall Wace, LLP | 358,459 | $8.46M | 0.01% | −98,644−21.6% | Reduced |
| Norges Bank | 296,389 | $6.99M | 0.00% | +5,693+2.0% | Added |
| Liontrust Investment Partners LLP | 290,000 | $6.84M | 0.10% | +60,000+26.1% | Added |
| Bank of New York Mellon Corp | 272,430 | $6.43M | 0.00% | +36,206+15.3% | Added |
| Millennium Management LLC | 262,396 | $6.19M | 0.01% | +262,396 | New |
| Kodai Capital Management LP | 255,039 | $6.02M | 0.11% | +255,039 | New |
| Capital Fund Management S.A. | 241,029 | $5.69M | 0.06% | +101,875+73.2% | Added |
| Seven Eight Capital, LP | 223,608 | $5.27M | 0.55% | +34,223+18.1% | Added |
| Nuveen Asset Management, LLC | 213,008 | $5.02M | 0.00% | +8,951+4.4% | Added |
| Two Sigma Securities, LLC | 149,974 | $3.54M | 0.17% | +86,287+135.5% | Added |
| Barclays PLC | 149,809 | $3.53M | 0.00% | −420,240−73.7% | Reduced |
| SG Americas Securities, LLC | 148,214 | $3.50M | 0.02% | +120,871+442.1% | Added |
| Swiss National Bank | 144,500 | $3.41M | 0.00% | +1,800+1.3% | Added |
| UBS Asset Management Americas Inc | 130,655 | $3.08M | 0.00% | +60,193+85.4% | Added |
| IMC-Chicago, LLC | 126,577 | $2.99M | 0.10% | +126,577 | New |
| Rhumbline Advisers | 113,697 | $2.68M | 0.00% | +7,386+6.9% | Added |
| JPMorgan Chase & Co | 109,678 | $2.59M | 0.00% | +7,897+7.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 95,717 | $2.26M | 0.00% | +24,869+35.1% | Added |
| Alliancebernstein L.P. | 87,980 | $2.08M | 0.00% | +11,830+15.5% | Added |
| Balyasny Asset Management LLC | 85,126 | $2.01M | 0.01% | +38,502+82.6% | Added |
| Optiver Holding B.V. | 75,327 | $1.78M | 0.03% | −56,483−42.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 75,000 | $1.77M | 0.00% | +17,644+30.8% | Added |
| Two Sigma Advisers, LP | 74,600 | $1.76M | 0.00% | +65,800+747.7% | Added |
| Quantinno Capital Management LP | 72,861 | $1.72M | 0.03% | +63,146+650.0% | Added |
| California State Teachers Retirement System | 71,960 | $1.70M | 0.00% | −531−0.7% | Reduced |
| Legal & General Group Plc | 71,901 | $1.70M | 0.00% | −448−0.6% | Reduced |
| Invesco Ltd. | 71,338 | $1.68M | 0.00% | +1,696+2.4% | Added |
| LPL Financial LLC | 64,553 | $1.52M | 0.00% | −457−0.7% | Reduced |
| Atomi Financial Group, Inc. | 59,009 | $1.39M | 0.10% | +406+0.7% | Added |
| Headlands Technologies LLC | 58,571 | $1.38M | 0.15% | +22,390+61.9% | Added |
| Eschler Asset Management LLP | 50,000 | $1.34M | 1.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 53,729 | $1.27M | 0.04% | +53,729 | New |
| Wolverine Trading, LLC | 52,959 | $1.25M | 0.02% | +34,195+182.2% | Added |
| BIT Capital GmbH | 48,483 | $1.14M | 0.10% | +48,483 | New |
| Wells Fargo & Company | 47,899 | $1.13M | 0.00% | −2,661−5.3% | Reduced |
| Citigroup Inc | 47,022 | $1.11M | 0.00% | −7,945−14.5% | Reduced |
| Price T Rowe Associates Inc | 45,862 | $1.08M | 0.00% | +3,512+8.3% | Added |
| Deutsche Bank AG | 45,714 | $1.08M | 0.00% | −10,894−19.2% | Reduced |
| Commonwealth Equity Services, LLC | 45,387 | $1.07M | 0.00% | +3,943+9.5% | Added |
| MetLife Investment Management | 44,713 | $1.05M | 0.01% | +6,531+17.1% | Added |
| Manufacturers Life Insurance Company, The | 44,301 | $1.05M | 0.00% | +2,976+7.2% | Added |
| WMG Financial Advisors, LLC | 43,732 | $1.03M | 0.55% | −5,400−11.0% | Reduced |
| Manchester Capital Management LLC | 43,691 | $1.03M | 0.12% | +6,366+17.1% | Added |
| TCI Wealth Advisors, Inc. | 42,024 | $991.3K | 0.09% | +2,053+5.1% | Added |
| Corebridge Financial, Inc. | 41,441 | $977.6K | 0.01% | +41,441 | New |
| Baader Bank INC | 41,115 | $969.4K | 0.08% | +30,115+273.8% | Added |
| MML Investors Services, LLC | 40,779 | $962.0K | 0.00% | +5,757+16.4% | Added |
| Miracle Mile Advisors, LLC | 40,440 | $954.0K | 0.02% | +70+0.2% | Added |
| Bailard, Inc. | 39,297 | $927.0K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 38,663 | $912.1K | 0.06% | +17,597+83.5% | Added |
| Coastal Bridge Advisors, LLC | 35,688 | $841.9K | 0.21% | 00.0% | Unchanged |
| Winton Group Ltd | 35,661 | $841.2K | 0.06% | +35,661 | New |
| Legacy Capital Group California, Inc. | 34,366 | $810.7K | 0.29% | −1,465−4.1% | Reduced |
| New York State Common Retirement Fund | 34,026 | $802.7K | 0.00% | +4,341+14.6% | Added |
| HSBC Holdings PLC | 34,383 | $799.1K | 0.00% | +10,614+44.7% | Added |
| Janus Henderson Group PLC | 32,227 | $760.2K | 0.00% | −382−1.2% | Reduced |
| Maxi Investments CY Ltd | 30,100 | $710.0K | 0.16% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30,045 | $709.0K | 0.00% | −2,385−7.4% | Reduced |
| Gryphon Financial Partners LLC | 30,000 | $707.7K | 0.11% | −10,000−25.0% | Reduced |
| Independent Advisor Alliance | 29,455 | $694.9K | 0.02% | +29,455 | New |
| Tyler-Stone Wealth Management | 28,617 | $675.1K | 0.28% | +950+3.4% | Added |
| Mariner, LLC | 27,093 | $639.1K | 0.00% | −15,508−36.4% | Reduced |
| Advisor Group Holdings, Inc. | 27,007 | $637.0K | 0.00% | +8,083+42.7% | Added |
| Mercer Global Advisors Inc | 27,049 | $635.4K | 0.00% | +2,370+9.6% | Added |
| Ensign Peak Advisors, Inc | 26,600 | $627.5K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 26,300 | $620.4K | 0.02% | −5,056−16.1% | Reduced |
| Creative Planning | 26,169 | $617.3K | 0.00% | −1,482−5.4% | Reduced |
| Dimensional Fund Advisors LP | 25,645 | $605.0K | 0.00% | −392−1.5% | Reduced |
| Voya Investment Management LLC | 25,317 | $597.2K | 0.00% | +1,390+5.8% | Added |
| Jacobs Levy Equity Management, Inc | 24,245 | $571.9K | 0.00% | +24,245 | New |
| Toroso Investments, LLC | 22,029 | $519.7K | 0.01% | +22,029 | New |
| State Board of Administration of Florida Retirement System | 20,576 | $485.4K | 0.00% | −59,346−74.3% | Reduced |
| Arizona State Retirement System | 20,567 | $485.2K | 0.00% | +698+3.5% | Added |
| Nisa Investment Advisors, LLC | 20,540 | $484.5K | 0.00% | −1,160−5.3% | Reduced |
| Shelton Capital Management | 20,000 | $471.8K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,894 | $469.3K | 0.00% | +6,552+49.1% | Added |