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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 19,467 | $459.2K | 0.00% | +1,735+9.8% | Added |
| Quantbot Technologies LP | 19,012 | $448.5K | 0.02% | −5,445−22.3% | Reduced |
| Magnetar Financial LLC | 18,964 | $447.4K | 0.01% | −78,317−80.5% | Reduced |
| Cetera Investment Advisers | 18,542 | $437.4K | 0.00% | −2,181−10.5% | Reduced |
| Royal Bank of Canada | 18,488 | $436.0K | 0.00% | +2,380+14.8% | Added |
| Gemmer Asset Management LLC | 18,461 | $435.5K | 0.05% | +9,669+110.0% | Added |
| Prospera Financial Services Inc | 18,147 | $428.0K | 0.01% | −3,697−16.9% | Reduced |
| Fiducient Advisors LLC | 18,000 | $424.6K | 0.06% | +7,000+63.6% | Added |
| Rafferty Asset Management, LLC | 17,747 | $418.7K | 0.00% | +2,388+15.5% | Added |
| Walleye Trading LLC | 17,522 | $413.3K | 0.01% | −10,179−36.7% | Reduced |
| Ameriprise Financial Inc | 17,471 | $412.1K | 0.00% | +193+1.1% | Added |
| Private Advisor Group, LLC | 16,704 | $394.0K | 0.00% | −1,232−6.9% | Reduced |
| Inspire Advisors, LLC | 16,623 | $392.1K | 0.05% | +480+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,484 | $388.9K | 0.00% | +1,084+7.0% | Added |
| Zweig-DiMenna Associates LLC | 16,319 | $385.0K | 0.04% | −172,374−91.4% | Reduced |
| Apollon Wealth Management, LLC | 15,778 | $372.2K | 0.01% | +925+6.2% | Added |
| CTC LLC | 15,555 | $366.9K | 0.03% | −34,142−68.7% | Reduced |
| Tower Research Capital LLC (TRC) | 15,480 | $365.2K | 0.01% | +12,611+439.6% | Added |
| Cresset Asset Management, LLC | 15,479 | $365.1K | 0.00% | +5,506+55.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,316 | $361.6K | 0.00% | −789,924−98.1% | Reduced |
| Harbour Investments, Inc. | 15,178 | $358.0K | 0.01% | +17+0.1% | Added |
| Handelsbanken Fonder AB | 14,900 | $351.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,773 | $348.0K | 0.00% | +14,773 | New |
| Capital Advantage, Inc. | 14,246 | $330.8K | 0.07% | +1,881+15.2% | Added |
| Advisory Services Network, LLC | 12,412 | $292.8K | 0.01% | −138−1.1% | Reduced |
| Marex Group plc | 12,379 | $292.0K | 0.01% | +1,000+8.8% | Added |
| Harbor Capital Advisors, Inc. | 11,041 | $260.0K | 0.02% | −18,157−62.2% | Reduced |
| Nomura Holdings Inc | 10,844 | $255.8K | 0.00% | +10,844 | New |
| Algert Global LLC | 10,816 | $255.1K | 0.01% | +10,816 | New |
| Principal Financial Group Inc | 10,405 | $245.5K | 0.00% | +422+4.2% | Added |
| Kercheville Advisors, LLC | 10,000 | $235.9K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,799 | $231.2K | 0.00% | −1,962−16.7% | Reduced |
| Victory Capital Management Inc | 9,746 | $229.9K | 0.00% | −9−0.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,589 | $226.2K | 0.08% | +900+10.4% | Added |
| Leonteq Securities AG | 9,470 | $223.4K | 0.03% | +7,736+446.1% | Added |
| Independent Financial Group, LLC | 9,440 | $222.7K | 0.01% | +9,440 | New |
| Prime Capital Investment Advisors, LLC | 9,379 | $221.3K | 0.00% | −1,208−11.4% | Reduced |
| Truist Financial Corp | 9,185 | $216.7K | 0.00% | −674−6.8% | Reduced |
| Summit Financial Strategies, Inc. | 9,176 | $216.5K | 0.03% | +1,260+15.9% | Added |
| Pictet Asset Management Holding SA | 8,577 | $202.3K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,554 | $202.0K | 0.01% | +8,554 | New |
| US Bancorp | 8,197 | $193.4K | 0.00% | −333−3.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,582 | $178.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,236 | $170.7K | 0.00% | +2,241+44.9% | Added |
| Parallax Volatility Advisers, L.P. | 7,116 | $167.9K | 0.00% | −1,201−14.4% | Reduced |
| EMC Capital Management | 6,300 | $145.0K | 0.08% | +2,000+46.5% | Added |
| National Bank of Canada | 5,800 | $132.8K | 0.00% | +350+6.4% | Added |
| International Assets Investment Management, LLC | 5,570 | $131.4K | 0.01% | +5,570 | New |
| Public Employees Retirement Association of Colorado | 5,524 | $130.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,290 | $124.8K | 0.07% | −1,910−26.5% | Reduced |
| AdvisorNet Financial, Inc | 5,165 | $121.8K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 4,943 | $116.6K | 0.00% | −2,115−30.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,193 | $98.9K | 0.04% | +957+29.6% | Added |
| Federation des caisses Desjardins du Quebec | 4,166 | $98.3K | 0.00% | −400−8.8% | Reduced |
| Jones Financial Companies LLLP | 4,057 | $95.7K | 0.00% | +4,057 | New |
| Westside Investment Management, Inc. | 4,050 | $95.5K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,500 | $82.6K | 0.00% | +3,500 | New |
| Benjamin F. Edwards & Company, Inc. | 3,420 | $81.0K | 0.00% | +1,677+96.2% | Added |
| GWM Advisors LLC | 2,764 | $65.2K | 0.00% | −381−12.1% | Reduced |
| Daiwa Securities Group Inc. | 2,657 | $63.0K | 0.00% | +409+18.2% | Added |
| Amalgamated Bank | 2,607 | $61.0K | 0.00% | +179+7.4% | Added |
| KBC Group NV | 2,518 | $59.0K | 0.00% | +872+53.0% | Added |
| Asset Management One Co.,Ltd. | 2,307 | $54.4K | 0.00% | −3−0.1% | Reduced |
| GAMMA Investing LLC | 2,204 | $52.0K | 0.01% | +1,590+259.0% | Added |
| Comerica Bank | 2,155 | $50.8K | 0.00% | −158−6.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,619 | $38.2K | 0.00% | −328−16.8% | Reduced |
| Compagnie Lombard Odier SCmA | 1,600 | $37.7K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,416 | $33.4K | 0.02% | +1,416 | New |
| Ancora Advisors, LLC | 1,200 | $28.3K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,135 | $26.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,131 | $26.7K | 0.00% | −116−9.3% | Reduced |
| CWM, LLC | 1,022 | $24.0K | 0.00% | +117+12.9% | Added |
| Albion Financial Group | 1,000 | $23.6K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 911 | $21.5K | 0.00% | −79−8.0% | Reduced |
| Signaturefd, LLC | 880 | $20.8K | 0.00% | −17−1.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 711 | $16.8K | 0.00% | +241+51.3% | Added |
| Quadrant Capital Group LLC | 705 | $16.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 689 | $15.8K | 0.00% | −608−46.9% | Reduced |
| Itau Unibanco Holding S.A. | 654 | $15.4K | 0.00% | +654 | New |
| GPS Wealth Strategies Group, LLC | 653 | $15.4K | 0.00% | −365−35.9% | Reduced |
| Venturi Wealth Management, LLC | 640 | $15.1K | 0.00% | +516+416.1% | Added |
| Fifth Third Bancorp | 600 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 565 | $13.3K | 0.00% | −1,139−66.8% | Reduced |
| Ronald Blue Trust, Inc. | 439 | $11.8K | 0.00% | +439 | New |
| IFP Advisors, Inc | 490 | $11.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 452 | $10.7K | 0.00% | +115+34.1% | Added |
| Fortitude Family Office, LLC | 414 | $9.77K | 0.01% | +414 | New |
| Hobbs Group Advisors, LLC | 350 | $8.26K | 0.00% | +350 | New |
| Lazard Asset Management LLC | 353 | $8.00K | 0.00% | +112+46.5% | Added |
| Quent Capital, LLC | 335 | $7.90K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 319 | $7.53K | 0.00% | +108+51.2% | Added |
| Optimum Investment Advisors | 310 | $7.31K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 300 | $7.08K | 0.00% | +300 | New |
| Ridgewood Investments LLC | 300 | $7.08K | 0.00% | +300 | New |
| Covestor Ltd | 307 | $7.00K | 0.00% | +1+0.3% | Added |
| Rosenberg Matthew Hamilton | 300 | $6.87K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 280 | $6.61K | 0.00% | +280 | New |
| Larson Financial Group LLC | 255 | $6.01K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 221 | $5.21K | 0.00% | −25−10.2% | Reduced |
| Quarry LP | 220 | $5.19K | 0.00% | +220 | New |