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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 880 | $20.8K | 0.00% | −17−1.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 911 | $21.5K | 0.00% | −79−8.0% | Reduced |
| Albion Financial Group | 1,000 | $23.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,022 | $24.0K | 0.00% | +117+12.9% | Added |
| Parallel Advisors, LLC | 1,131 | $26.7K | 0.00% | −116−9.3% | Reduced |
| Storebrand Asset Management AS | 1,135 | $26.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,200 | $28.3K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,416 | $33.4K | 0.02% | +1,416 | New |
| Compagnie Lombard Odier SCmA | 1,600 | $37.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,619 | $38.2K | 0.00% | −328−16.8% | Reduced |
| Comerica Bank | 2,155 | $50.8K | 0.00% | −158−6.8% | Reduced |
| GAMMA Investing LLC | 2,204 | $52.0K | 0.01% | +1,590+259.0% | Added |
| Asset Management One Co.,Ltd. | 2,307 | $54.4K | 0.00% | −3−0.1% | Reduced |
| KBC Group NV | 2,518 | $59.0K | 0.00% | +872+53.0% | Added |
| Amalgamated Bank | 2,607 | $61.0K | 0.00% | +179+7.4% | Added |
| Daiwa Securities Group Inc. | 2,657 | $63.0K | 0.00% | +409+18.2% | Added |
| GWM Advisors LLC | 2,764 | $65.2K | 0.00% | −381−12.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,420 | $81.0K | 0.00% | +1,677+96.2% | Added |
| Bogart Wealth, LLC | 3,500 | $82.6K | 0.00% | +3,500 | New |
| Westside Investment Management, Inc. | 4,050 | $95.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,057 | $95.7K | 0.00% | +4,057 | New |
| Federation des caisses Desjardins du Quebec | 4,166 | $98.3K | 0.00% | −400−8.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,193 | $98.9K | 0.04% | +957+29.6% | Added |
| FMR LLC | 4,943 | $116.6K | 0.00% | −2,115−30.0% | Reduced |
| AdvisorNet Financial, Inc | 5,165 | $121.8K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,290 | $124.8K | 0.07% | −1,910−26.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,524 | $130.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,570 | $131.4K | 0.01% | +5,570 | New |
| National Bank of Canada | 5,800 | $132.8K | 0.00% | +350+6.4% | Added |
| EMC Capital Management | 6,300 | $145.0K | 0.08% | +2,000+46.5% | Added |
| Parallax Volatility Advisers, L.P. | 7,116 | $167.9K | 0.00% | −1,201−14.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,236 | $170.7K | 0.00% | +2,241+44.9% | Added |
| Ameritas Investment Partners, Inc. | 7,582 | $178.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 8,197 | $193.4K | 0.00% | −333−3.9% | Reduced |
| Gsa Capital Partners LLP | 8,554 | $202.0K | 0.01% | +8,554 | New |
| Pictet Asset Management Holding SA | 8,577 | $202.3K | 0.00% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 9,176 | $216.5K | 0.03% | +1,260+15.9% | Added |
| Truist Financial Corp | 9,185 | $216.7K | 0.00% | −674−6.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,379 | $221.3K | 0.00% | −1,208−11.4% | Reduced |
| Independent Financial Group, LLC | 9,440 | $222.7K | 0.01% | +9,440 | New |
| Leonteq Securities AG | 9,470 | $223.4K | 0.03% | +7,736+446.1% | Added |
| Newbridge Financial Services Group, Inc. | 9,589 | $226.2K | 0.08% | +900+10.4% | Added |
| Victory Capital Management Inc | 9,746 | $229.9K | 0.00% | −9−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 9,799 | $231.2K | 0.00% | −1,962−16.7% | Reduced |
| Kercheville Advisors, LLC | 10,000 | $235.9K | 0.10% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,405 | $245.5K | 0.00% | +422+4.2% | Added |
| Algert Global LLC | 10,816 | $255.1K | 0.01% | +10,816 | New |
| Nomura Holdings Inc | 10,844 | $255.8K | 0.00% | +10,844 | New |
| Harbor Capital Advisors, Inc. | 11,041 | $260.0K | 0.02% | −18,157−62.2% | Reduced |
| Marex Group plc | 12,379 | $292.0K | 0.01% | +1,000+8.8% | Added |
| Advisory Services Network, LLC | 12,412 | $292.8K | 0.01% | −138−1.1% | Reduced |
| Capital Advantage, Inc. | 14,246 | $330.8K | 0.07% | +1,881+15.2% | Added |
| Janney Montgomery Scott LLC | 14,773 | $348.0K | 0.00% | +14,773 | New |
| Handelsbanken Fonder AB | 14,900 | $351.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15,178 | $358.0K | 0.01% | +17+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,316 | $361.6K | 0.00% | −789,924−98.1% | Reduced |
| Cresset Asset Management, LLC | 15,479 | $365.1K | 0.00% | +5,506+55.2% | Added |
| Tower Research Capital LLC (TRC) | 15,480 | $365.2K | 0.01% | +12,611+439.6% | Added |
| CTC LLC | 15,555 | $366.9K | 0.03% | −34,142−68.7% | Reduced |
| Apollon Wealth Management, LLC | 15,778 | $372.2K | 0.01% | +925+6.2% | Added |
| Zweig-DiMenna Associates LLC | 16,319 | $385.0K | 0.04% | −172,374−91.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,484 | $388.9K | 0.00% | +1,084+7.0% | Added |
| Inspire Advisors, LLC | 16,623 | $392.1K | 0.05% | +480+3.0% | Added |
| Private Advisor Group, LLC | 16,704 | $394.0K | 0.00% | −1,232−6.9% | Reduced |
| Ameriprise Financial Inc | 17,471 | $412.1K | 0.00% | +193+1.1% | Added |
| Walleye Trading LLC | 17,522 | $413.3K | 0.01% | −10,179−36.7% | Reduced |
| Rafferty Asset Management, LLC | 17,747 | $418.7K | 0.00% | +2,388+15.5% | Added |
| Fiducient Advisors LLC | 18,000 | $424.6K | 0.06% | +7,000+63.6% | Added |
| Prospera Financial Services Inc | 18,147 | $428.0K | 0.01% | −3,697−16.9% | Reduced |
| Gemmer Asset Management LLC | 18,461 | $435.5K | 0.05% | +9,669+110.0% | Added |
| Royal Bank of Canada | 18,488 | $436.0K | 0.00% | +2,380+14.8% | Added |
| Cetera Investment Advisers | 18,542 | $437.4K | 0.00% | −2,181−10.5% | Reduced |
| Magnetar Financial LLC | 18,964 | $447.4K | 0.01% | −78,317−80.5% | Reduced |
| Quantbot Technologies LP | 19,012 | $448.5K | 0.02% | −5,445−22.3% | Reduced |
| Envestnet Asset Management Inc | 19,467 | $459.2K | 0.00% | +1,735+9.8% | Added |
| ProShare Advisors LLC | 19,894 | $469.3K | 0.00% | +6,552+49.1% | Added |
| Shelton Capital Management | 20,000 | $471.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 20,540 | $484.5K | 0.00% | −1,160−5.3% | Reduced |
| Arizona State Retirement System | 20,567 | $485.2K | 0.00% | +698+3.5% | Added |
| State Board of Administration of Florida Retirement System | 20,576 | $485.4K | 0.00% | −59,346−74.3% | Reduced |
| Toroso Investments, LLC | 22,029 | $519.7K | 0.01% | +22,029 | New |
| Jacobs Levy Equity Management, Inc | 24,245 | $571.9K | 0.00% | +24,245 | New |
| Voya Investment Management LLC | 25,317 | $597.2K | 0.00% | +1,390+5.8% | Added |
| Dimensional Fund Advisors LP | 25,645 | $605.0K | 0.00% | −392−1.5% | Reduced |
| Creative Planning | 26,169 | $617.3K | 0.00% | −1,482−5.4% | Reduced |
| Boston Private Wealth LLC | 26,300 | $620.4K | 0.02% | −5,056−16.1% | Reduced |
| Ensign Peak Advisors, Inc | 26,600 | $627.5K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 27,049 | $635.4K | 0.00% | +2,370+9.6% | Added |
| Advisor Group Holdings, Inc. | 27,007 | $637.0K | 0.00% | +8,083+42.7% | Added |
| Mariner, LLC | 27,093 | $639.1K | 0.00% | −15,508−36.4% | Reduced |
| Tyler-Stone Wealth Management | 28,617 | $675.1K | 0.28% | +950+3.4% | Added |
| Independent Advisor Alliance | 29,455 | $694.9K | 0.02% | +29,455 | New |
| Gryphon Financial Partners LLC | 30,000 | $707.7K | 0.11% | −10,000−25.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,045 | $709.0K | 0.00% | −2,385−7.4% | Reduced |
| Maxi Investments CY Ltd | 30,100 | $710.0K | 0.16% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 32,227 | $760.2K | 0.00% | −382−1.2% | Reduced |
| HSBC Holdings PLC | 34,383 | $799.1K | 0.00% | +10,614+44.7% | Added |
| New York State Common Retirement Fund | 34,026 | $802.7K | 0.00% | +4,341+14.6% | Added |
| Legacy Capital Group California, Inc. | 34,366 | $810.7K | 0.29% | −1,465−4.1% | Reduced |
| Winton Group Ltd | 35,661 | $841.2K | 0.06% | +35,661 | New |