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 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 35,688 | $841.9K | 0.21% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 38,663 | $912.1K | 0.06% | +17,597+83.5% | Added |
| Bailard, Inc. | 39,297 | $927.0K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 40,440 | $954.0K | 0.02% | +70+0.2% | Added |
| MML Investors Services, LLC | 40,779 | $962.0K | 0.00% | +5,757+16.4% | Added |
| Baader Bank INC | 41,115 | $969.4K | 0.08% | +30,115+273.8% | Added |
| Corebridge Financial, Inc. | 41,441 | $977.6K | 0.01% | +41,441 | New |
| TCI Wealth Advisors, Inc. | 42,024 | $991.3K | 0.09% | +2,053+5.1% | Added |
| Manchester Capital Management LLC | 43,691 | $1.03M | 0.12% | +6,366+17.1% | Added |
| WMG Financial Advisors, LLC | 43,732 | $1.03M | 0.55% | −5,400−11.0% | Reduced |
| Manufacturers Life Insurance Company, The | 44,301 | $1.05M | 0.00% | +2,976+7.2% | Added |
| MetLife Investment Management | 44,713 | $1.05M | 0.01% | +6,531+17.1% | Added |
| Commonwealth Equity Services, LLC | 45,387 | $1.07M | 0.00% | +3,943+9.5% | Added |
| Deutsche Bank AG | 45,714 | $1.08M | 0.00% | −10,894−19.2% | Reduced |
| Price T Rowe Associates Inc | 45,862 | $1.08M | 0.00% | +3,512+8.3% | Added |
| Citigroup Inc | 47,022 | $1.11M | 0.00% | −7,945−14.5% | Reduced |
| Wells Fargo & Company | 47,899 | $1.13M | 0.00% | −2,661−5.3% | Reduced |
| BIT Capital GmbH | 48,483 | $1.14M | 0.10% | +48,483 | New |
| Wolverine Trading, LLC | 52,959 | $1.25M | 0.02% | +34,195+182.2% | Added |
| Simplex Trading, LLC | 53,729 | $1.27M | 0.04% | +53,729 | New |
| Eschler Asset Management LLP | 50,000 | $1.34M | 1.06% | 00.0% | Unchanged |
| Headlands Technologies LLC | 58,571 | $1.38M | 0.15% | +22,390+61.9% | Added |
| Atomi Financial Group, Inc. | 59,009 | $1.39M | 0.10% | +406+0.7% | Added |
| LPL Financial LLC | 64,553 | $1.52M | 0.00% | −457−0.7% | Reduced |
| Invesco Ltd. | 71,338 | $1.68M | 0.00% | +1,696+2.4% | Added |
| Legal & General Group Plc | 71,901 | $1.70M | 0.00% | −448−0.6% | Reduced |
| California State Teachers Retirement System | 71,960 | $1.70M | 0.00% | −531−0.7% | Reduced |
| Quantinno Capital Management LP | 72,861 | $1.72M | 0.03% | +63,146+650.0% | Added |
| Two Sigma Advisers, LP | 74,600 | $1.76M | 0.00% | +65,800+747.7% | Added |
| Robeco Institutional Asset Management B.V. | 75,000 | $1.77M | 0.00% | +17,644+30.8% | Added |
| Optiver Holding B.V. | 75,327 | $1.78M | 0.03% | −56,483−42.9% | Reduced |
| Balyasny Asset Management LLC | 85,126 | $2.01M | 0.01% | +38,502+82.6% | Added |
| Alliancebernstein L.P. | 87,980 | $2.08M | 0.00% | +11,830+15.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 95,717 | $2.26M | 0.00% | +24,869+35.1% | Added |
| JPMorgan Chase & Co | 109,678 | $2.59M | 0.00% | +7,897+7.8% | Added |
| Rhumbline Advisers | 113,697 | $2.68M | 0.00% | +7,386+6.9% | Added |
| IMC-Chicago, LLC | 126,577 | $2.99M | 0.10% | +126,577 | New |
| UBS Asset Management Americas Inc | 130,655 | $3.08M | 0.00% | +60,193+85.4% | Added |
| Swiss National Bank | 144,500 | $3.41M | 0.00% | +1,800+1.3% | Added |
| SG Americas Securities, LLC | 148,214 | $3.50M | 0.02% | +120,871+442.1% | Added |
| Barclays PLC | 149,809 | $3.53M | 0.00% | −420,240−73.7% | Reduced |
| Two Sigma Securities, LLC | 149,974 | $3.54M | 0.17% | +86,287+135.5% | Added |
| Nuveen Asset Management, LLC | 213,008 | $5.02M | 0.00% | +8,951+4.4% | Added |
| Seven Eight Capital, LP | 223,608 | $5.27M | 0.55% | +34,223+18.1% | Added |
| Capital Fund Management S.A. | 241,029 | $5.69M | 0.06% | +101,875+73.2% | Added |
| Kodai Capital Management LP | 255,039 | $6.02M | 0.11% | +255,039 | New |
| Millennium Management LLC | 262,396 | $6.19M | 0.01% | +262,396 | New |
| Bank of New York Mellon Corp | 272,430 | $6.43M | 0.00% | +36,206+15.3% | Added |
| Liontrust Investment Partners LLP | 290,000 | $6.84M | 0.10% | +60,000+26.1% | Added |
| Norges Bank | 296,389 | $6.99M | 0.00% | +5,693+2.0% | Added |
| Marshall Wace, LLP | 358,459 | $8.46M | 0.01% | −98,644−21.6% | Reduced |
| First Trust Advisors LP | 371,102 | $8.75M | 0.01% | −87,595−19.1% | Reduced |
| Azora Capital LP | 371,308 | $8.76M | 0.50% | +161,067+76.6% | Added |
| UBS Group AG | 388,585 | $9.17M | 0.00% | +269,140+225.3% | Added |
| Pathstone Holdings, LLC | 395,289 | $9.32M | 0.04% | −476−0.1% | Reduced |
| Two Sigma Investments, LP | 404,843 | $9.55M | 0.02% | +367,543+985.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 443,101 | $10.5M | 0.04% | +266,985+151.6% | Added |
| Bank of Montreal | 447,726 | $10.6M | 0.01% | −73,733−14.1% | Reduced |
| Fred Alger Management, LLC | 492,423 | $11.6M | 0.06% | −15,103−3.0% | Reduced |
| Citadel Advisors LLC | 497,207 | $11.7M | 0.01% | −305−0.1% | Reduced |
| Jane Street Group, LLC | 501,240 | $11.8M | 0.01% | −51,955−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 610,824 | $14.4M | 0.00% | +28,222+4.8% | Added |
| Northern Trust Corp | 648,909 | $15.3M | 0.00% | −15,168−2.3% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $20.5M | 0.08% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 889,527 | $21.0M | 0.03% | −1,137,943−56.1% | Reduced |
| Voloridge Investment Management, LLC | 1,075,378 | $25.4M | 0.09% | +56,851+5.6% | Added |
| Bank of America Corp | 1,110,614 | $26.2M | 0.00% | +637,390+134.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,249,284 | $29.5M | 0.07% | +1,249,284 | New |
| Goldman Sachs Group Inc | 1,407,925 | $33.2M | 0.01% | +571,739+68.4% | Added |
| Morgan Stanley | 1,479,858 | $34.9M | 0.00% | −776,509−34.4% | Reduced |
| Susquehanna International Group, LLP | 1,526,681 | $36.0M | 0.06% | +67,640+4.6% | Added |
| Geode Capital Management, LLC | 1,787,292 | $42.2M | 0.00% | +120,263+7.2% | Added |
| State Street Corp | 2,263,422 | $53.4M | 0.00% | +395,242+21.2% | Added |
| BlackRock Inc. | 5,664,303 | $133.6M | 0.00% | +319,337+6.0% | Added |
| Vanguard Group Inc | 7,299,317 | $172.2M | 0.00% | +170,342+2.4% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −746,645−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −82,737−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −78,399−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −54,243−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −50,501−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −44,369−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −39,981−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −25,763−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −36,599−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −33,670−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −27,610−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −15,189−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −13,605−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,189−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,663−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,517−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,438−100.0% | Sold out |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −7,992−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,808−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| Gs Investments, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Custom Portfolio Group LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |