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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 215 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 210 | $4.95K | 0.00% | −3−1.4% | Reduced |
| Rise Advisors, LLC | 210 | $4.95K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 174 | $4.84K | 0.00% | −32−15.5% | Reduced |
| Broadwater Capital Management LLC | 200 | $4.72K | 0.00% | −300−60.0% | Reduced |
| Massmutual Trust Co FSB | 200 | $4.72K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.72K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 200 | $4.72K | 0.00% | +200 | New |
| Ashton Thomas Private Wealth, LLC | 195 | $4.60K | 0.00% | +195 | New |
| Mather Group, LLC. | 165 | $4.44K | 0.00% | +165 | New |
| Colonial Trust Advisors | 178 | $4.20K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 178 | $4.20K | 0.00% | +42+30.9% | Added |
| CIBC Private Wealth Group, LLC | 154 | $3.58K | 0.00% | +54+54.0% | Added |
| Adirondack Trust Co | 150 | $3.54K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 125 | $2.95K | 0.00% | +125 | New |
| Versant Capital Management, Inc | 124 | $2.92K | 0.00% | −304−71.0% | Reduced |
| CoreCap Advisors, LLC | 122 | $2.88K | 0.00% | +100+454.5% | Added |
| Arcadia Investment Management Corp | 115 | $2.71K | 0.00% | −6,400−98.2% | Reduced |
| Quest Partners LLC | 113 | $2.67K | 0.00% | −455−80.1% | Reduced |
| Heritage Wealth Advisors | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $2.29K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 90 | $2.12K | 0.00% | −1,446−94.1% | Reduced |
| Kelly Financial Services LLC | 90 | $2.12K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 90 | $2.12K | 0.00% | +90 | New |
| Global Retirement Partners, LLC | 82 | $1.93K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 81 | $1.91K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 73 | $1.72K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 68 | $1.60K | 0.00% | +68 | New |
| SRS Capital Advisors, Inc. | 63 | $1.49K | 0.00% | +63 | New |
| Russell Investments Group, Ltd. | 60 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $1.42K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 61 | $1.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 55 | $1.30K | 0.00% | −41−42.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 54 | $1.27K | 0.00% | +54 | New |
| Prestige Wealth Management Group LLC | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 50 | $1.18K | 0.00% | +50 | New |
| Twin Tree Management, LP | 49 | $1.16K | 0.00% | +49 | New |
| Pacifica Partners Inc. | 44 | $1.01K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 41 | $1.00K | 0.00% | −207−83.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $1.00K | 0.00% | +21+70.0% | Added |
| TSFG, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $967 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $896 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $826 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $826 | 0.00% | +25+250.0% | Added |
| Nemes Rush Group LLC | 31 | $731 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $708 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $685 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $643 | 0.00% | +21+1,050.0% | Added |
| PayPay Securities Corp | 25 | $590 | 0.05% | −91−78.4% | Reduced |
| West Oak Capital, LLC | 25 | $590 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $590 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 23 | $543 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 22 | $519 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $511 | 0.00% | +16 | New |
| Smartleaf Asset Management LLC | 21 | $495 | 0.00% | +21 | New |
| Gradient Investments LLC | 19 | $448 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $425 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $354 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $354 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $236 | 0.00% | 00.0% | Unchanged |
| Natixis | 8 | $189 | 0.00% | −1,433−99.4% | Reduced |
| Parkside Financial Bank & Trust | 7 | $166 | 0.00% | −50−87.7% | Reduced |
| Addison Advisors LLC | 4 | $95 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $95 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $94 | 0.00% | +4 | New |
| Proffitt & Goodson Inc | 3 | $71 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $24 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $24 | 0.00% | +1 | New |
| Sawyer & Company, Inc | 17 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |