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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.

Q2 2024 vs. Q1 2024

How the institutions holding Upstart Holdings, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of UPST: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders27832750
Shares37.7M73.3K39.0M+1.32M (+3.5%)
Value$1.00B$1.97M$919.5M−$81.6M (−8.2%)

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to UPST in Q2 2024
InstitutionSharesValue% of portfolio
Mirae Asset Global ETFs Holdings Ltd.1,249,284$29.5M0.07%
Millennium Management LLC262,396$6.19M0.01%
Kodai Capital Management LP255,039$6.02M0.11%
IMC-Chicago, LLC126,577$2.99M0.10%
Simplex Trading, LLC53,729$1.27M0.04%
BIT Capital GmbH48,483$1.14M0.10%
Corebridge Financial, Inc.41,441$977.6K0.01%
Winton Group Ltd35,661$841.2K0.06%
Independent Advisor Alliance29,455$694.9K0.02%
Jacobs Levy Equity Management, Inc24,245$571.9K0.00%
Toroso Investments, LLC22,029$519.7K0.01%
Janney Montgomery Scott LLC14,773$348.0K0.00%
Nomura Holdings Inc10,844$255.8K0.00%
Algert Global LLC10,816$255.1K0.01%
Independent Financial Group, LLC9,440$222.7K0.01%
Gsa Capital Partners LLP8,554$202.0K0.01%
International Assets Investment Management, LLC5,570$131.4K0.01%
Jones Financial Companies LLLP4,057$95.7K0.00%
Bogart Wealth, LLC3,500$82.6K0.00%
Anfield Capital Management, LLC1,416$33.4K0.02%
Itau Unibanco Holding S.A.654$15.4K0.00%
Ronald Blue Trust, Inc.439$11.8K0.00%
Fortitude Family Office, LLC414$9.77K0.01%
Hobbs Group Advisors, LLC350$8.26K0.00%
McMahon Financial Advisors, LLC300$7.08K0.00%
Ridgewood Investments LLC300$7.08K0.00%
New Millennium Group LLC280$6.61K0.00%
Quarry LP220$5.19K0.00%
Allspring Global Investments Holdings, LLC200$4.72K0.00%
Ashton Thomas Private Wealth, LLC195$4.60K0.00%
Mather Group, LLC.165$4.44K0.00%
Flputnam Investment Management Co125$2.95K0.00%
Brown, Lisle/Cummings, Inc.90$2.12K0.00%
Painted Porch Advisors LLC68$1.60K0.00%
SRS Capital Advisors, Inc.63$1.49K0.00%
Cullen/Frost Bankers, Inc.54$1.27K0.00%
Redwood Wealth Management Group, LLC50$1.18K0.00%
Twin Tree Management, LP49$1.16K0.00%
Fairscale Capital, LLC16$5110.00%
Smartleaf Asset Management LLC21$4950.00%
Creekmur Asset Management LLC4$940.00%
Proffitt & Goodson Inc3$710.00%
Activest Wealth Management1$240.00%
DiNuzzo Private Wealth, Inc.1$240.00%

Sold out (44)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of UPST in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Point72 Asset Management, L.P.746,645$20.1M
Edgestream Partners, L.P.82,737$2.22M
Bank Julius Baer & Co. Ltd, Zurich78,399$2.11M
Squarepoint Ops LLC54,243$1.46M
Entropy Technologies, LP50,501$1.36M
Capital Impact Advisors, LLC44,369$1.19M
Cubist Systematic Strategies, LLC39,981$1.08M
Level Four Advisory Services, LLC25,763$1.05M
American International Group, Inc.36,599$984.1K
Verition Fund Management LLC33,670$905.4K
Hilltop Holdings Inc.27,610$742.4K
Rockefeller Capital Management L.P.15,189$408.4K
Wedbush Securities Inc13,605$366.0K
HRT Financial LP11,189$300.0K
Marathon Trading Investment Management LLC11,000$295.8K
XTX Topco Ltd10,663$286.7K
Walleye Capital LLC9,517$255.9K
Capstone Investment Advisors, LLC8,438$226.9K
Strategic Family Wealth Counselors, L.L.C.7,992$214.9K
Graham Capital Management, L.P.7,808$210.0K
Metropolitan Life Insurance Co4,021$108.1K
Gs Investments, Inc.2,000$53.8K
Brown Brothers Harriman & Co850$22.9K
Custom Portfolio Group LLC482$13.0K
Bear Mountain Capital, Inc.369$8.28K
Armstrong Advisory Group, Inc150$6.13K
T. Rowe Price Investment Management, Inc.151$5.00K
Vima LLC188$2.99K
Macroview Investment Management LLC100$2.69K
Marquette Asset Management, LLC50$1.34K
Bruce G. Allen Investments, LLC50$1.34K
Sandy Spring Bank40$1.08K
Montag A & Associates Inc34$915
Archer Investment Corp34$914
LifeSteps Financial, Inc.27$726
REAP Financial Group, LLC20$538
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$376
Huntington National Bank13$350
Sofos Investments, Inc.5$204
Proequities, Inc.4$107
Financial Synergies Wealth Advisors, Inc.3$81
Pathway Financial Advisers, LLC2$53
Elequin Capital LP1$27
Impact Partnership Wealth, LLC1$15

Not filed for Q2 2024 yet (3)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG71,570$1.92M
Shell Asset Management Co877$21.0K
Cutler Group LP813$21.0K