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, Q3 2024
Institutional positions in Upstart Holdings, Inc. as of Sep 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
- 349
- +77 vs. Q2 2024
- Shares held
- 49.9M
- +16.6M (+49.7%) vs. Q2 2024
- Total value
- $1.99B
- +$1.20B (+152.8%) vs. Q2 2024
- New holders
- 104
- 82 more added
- Sold out
- 27
- 86 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,423,812 | $297.0M | 0.01% | +124,495+1.7% | Added |
| BlackRock, Inc. | 5,786,693 | $231.5M | 0.00% | +5,786,693 | New |
| D. E. Shaw & Co., Inc. | 2,314,257 | $92.6M | 0.12% | +1,424,730+160.2% | Added |
| State Street Corp | 2,265,371 | $90.6M | 0.00% | +1,949+0.1% | Added |
| Susquehanna International Group, LLP | 1,911,549 | $76.5M | 0.13% | +384,868+25.2% | Added |
| Geode Capital Management, LLC | 1,816,774 | $72.7M | 0.01% | +29,482+1.6% | Added |
| Goldman Sachs Group Inc | 1,706,632 | $68.3M | 0.01% | +298,707+21.2% | Added |
| Two Sigma Investments, LP | 1,601,404 | $64.1M | 0.14% | +1,196,561+295.6% | Added |
| Morgan Stanley | 1,428,149 | $57.1M | 0.00% | −51,709−3.5% | Reduced |
| Voloridge Investment Management, LLC | 1,342,710 | $53.7M | 0.20% | +267,332+24.9% | Added |
| Fred Alger Management, LLC | 1,246,839 | $49.9M | 0.24% | +754,416+153.2% | Added |
| Barclays PLC | 1,209,723 | $48.4M | 0.02% | +1,059,914+707.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,160,894 | $46.4M | 0.10% | −88,390−7.1% | Reduced |
| Renaissance Technologies LLC | 1,071,700 | $42.9M | 0.06% | +1,071,700 | New |
| Bank of America Corp | 940,518 | $37.6M | 0.00% | −170,096−15.3% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $34.8M | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 725,582 | $29.0M | 0.14% | +282,481+63.8% | Added |
| Northern Trust Corp | 673,393 | $26.9M | 0.00% | +24,484+3.8% | Added |
| Charles Schwab Investment Management Inc | 642,876 | $25.7M | 0.00% | +32,052+5.2% | Added |
| Two Sigma Advisers, LP | 589,000 | $23.6M | 0.06% | +514,400+689.5% | Added |
| JPMorgan Chase & Co | 559,199 | $22.4M | 0.00% | +449,521+409.9% | Added |
| Citadel Advisors LLC | 526,949 | $21.1M | 0.02% | +29,742+6.0% | Added |
| UBS Group AG | 469,264 | $18.8M | 0.01% | +80,679+20.8% | Added |
| Nuveen Asset Management, LLC | 466,736 | $18.7M | 0.01% | +253,728+119.1% | Added |
| Summit Partners Public Asset Management, LLC | 460,000 | $18.4M | 0.83% | +460,000 | New |
| Driehaus Capital Management LLC | 458,227 | $18.3M | 0.16% | +458,227 | New |
| Trexquant Investment LP | 416,185 | $16.7M | 0.21% | +416,185 | New |
| Millennium Management LLC | 408,505 | $16.3M | 0.01% | +146,109+55.7% | Added |
| Pathstone Holdings, LLC | 396,408 | $15.9M | 0.07% | +1,119+0.3% | Added |
| Cubist Systematic Strategies, LLC | 385,981 | $15.4M | 0.23% | +385,981 | New |
| Bank of Montreal | 373,723 | $15.3M | 0.01% | −74,003−16.5% | Reduced |
| Toroso Investments, LLC | 333,463 | $13.3M | 0.15% | +311,434+1,413.7% | Added |
| Azora Capital LP | 329,755 | $13.2M | 0.71% | −41,553−11.2% | Reduced |
| Qube Research & Technologies Ltd | 311,277 | $12.5M | 0.02% | +311,277 | New |
| Marshall Wace, LLP | 265,260 | $10.6M | 0.01% | −93,199−26.0% | Reduced |
| Simplex Trading, LLC | 264,883 | $10.6M | 0.36% | +211,154+393.0% | Added |
| Norges Bank | 252,085 | $10.1M | 0.00% | −44,304−14.9% | Reduced |
| Bank of New York Mellon Corp | 215,595 | $8.63M | 0.00% | −56,835−20.9% | Reduced |
| First Trust Advisors LP | 201,103 | $8.05M | 0.01% | −169,999−45.8% | Reduced |
| Kodai Capital Management LP | 182,126 | $7.29M | 0.15% | −72,913−28.6% | Reduced |
| Liontrust Investment Partners LLP | 290,000 | $6.84M | 0.10% | 00.0% | Unchanged |
| Twinbeech Capital LP | 160,348 | $6.42M | 0.12% | +160,348 | New |
| Engineers Gate Manager LP | 151,939 | $6.08M | 0.12% | +151,939 | New |
| Swiss National Bank | 145,900 | $5.84M | 0.00% | +1,400+1.0% | Added |
| International Assets Investment Management, LLC | 233,258 | $5.83M | 0.03% | +227,688+4,087.8% | Added |
| Verition Fund Management LLC | 132,442 | $5.30M | 0.04% | +132,442 | New |
| Capital Advantage, Inc. | 119,121 | $4.77M | 0.91% | +104,875+736.2% | Added |
| Jane Street Group, LLC | 112,683 | $4.51M | 0.01% | −388,557−77.5% | Reduced |
| UBS Asset Management Americas Inc | 110,415 | $4.42M | 0.00% | −20,240−15.5% | Reduced |
| Rhumbline Advisers | 108,225 | $4.33M | 0.00% | −5,472−4.8% | Reduced |
| Citigroup Inc | 106,844 | $4.27M | 0.00% | +59,822+127.2% | Added |
| Alliancebernstein L.P. | 103,427 | $4.14M | 0.00% | +15,447+17.6% | Added |
| Quantbot Technologies LP | 98,158 | $3.93M | 0.15% | +79,146+416.3% | Added |
| Walleye Capital LLC | 91,577 | $3.66M | 0.04% | +91,577 | New |
| Deutsche Bank AG | 86,674 | $3.47M | 0.00% | +40,960+89.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 86,359 | $3.46M | 0.00% | −9,358−9.8% | Reduced |
| Headlands Technologies LLC | 82,472 | $3.30M | 0.38% | +23,901+40.8% | Added |
| Brevan Howard Capital Management LP | 80,567 | $3.22M | 0.16% | +41,904+108.4% | Added |
| Quantinno Capital Management LP | 78,944 | $3.16M | 0.04% | +6,083+8.3% | Added |
| Hidden Lake Asset Management LP | 78,260 | $3.13M | 2.78% | +78,260 | New |
| Legal & General Group Plc | 77,005 | $3.08M | 0.00% | +5,104+7.1% | Added |
| HRT Financial LP | 75,688 | $3.03M | 0.02% | +75,688 | New |
| Robeco Institutional Asset Management B.V. | 75,000 | $3.00M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 71,978 | $2.88M | 0.00% | +640+0.9% | Added |
| California State Teachers Retirement System | 70,827 | $2.83M | 0.00% | −1,133−1.6% | Reduced |
| Wolverine Trading, LLC | 68,667 | $2.81M | 0.07% | +15,708+29.7% | Added |
| J. Goldman & Co LP | 64,519 | $2.58M | 0.11% | +64,519 | New |
| LPL Financial LLC | 60,395 | $2.42M | 0.00% | −4,158−6.4% | Reduced |
| Two Sigma Securities, LLC | 59,174 | $2.37M | 0.19% | −90,800−60.5% | Reduced |
| Atomi Financial Group, Inc. | 58,743 | $2.35M | 0.15% | −266−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 57,791 | $2.31M | 0.01% | +27,746+92.3% | Added |
| Seven Eight Capital, LP | 56,233 | $2.25M | 0.20% | −167,375−74.9% | Reduced |
| Tyler-Stone Wealth Management | 55,534 | $2.22M | 0.42% | +26,917+94.1% | Added |
| Envestnet Asset Management Inc | 54,385 | $2.18M | 0.00% | +34,918+179.4% | Added |
| Aquatic Capital Management LLC | 51,200 | $2.05M | 0.05% | +51,200 | New |
| LifePro Asset Management | 50,179 | $2.01M | 1.23% | +50,179 | New |
| Price T Rowe Associates Inc | 48,201 | $1.93M | 0.00% | +2,339+5.1% | Added |
| Wells Fargo & Company | 48,006 | $1.92M | 0.00% | +107+0.2% | Added |
| Jacobs Levy Equity Management, Inc | 47,318 | $1.89M | 0.01% | +23,073+95.2% | Added |
| State of New Jersey Common Pension Fund D | 45,969 | $1.84M | 0.01% | +45,969 | New |
| TCI Wealth Advisors, Inc. | 44,756 | $1.79M | 0.15% | +2,732+6.5% | Added |
| MetLife Investment Management | 44,713 | $1.79M | 0.01% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 44,107 | $1.76M | 0.80% | +375+0.9% | Added |
| MML Investors Services, LLC | 43,912 | $1.76M | 0.01% | +3,133+7.7% | Added |
| Manufacturers Life Insurance Company, The | 43,901 | $1.76M | 0.00% | −400−0.9% | Reduced |
| Manchester Capital Management LLC | 43,691 | $1.75M | 0.20% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 41,187 | $1.65M | 0.01% | −254−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 40,486 | $1.62M | 0.00% | −4,901−10.8% | Reduced |
| Miracle Mile Advisors, LLC | 40,440 | $1.62M | 0.04% | 00.0% | Unchanged |
| AQR Capital Management LLC | 38,888 | $1.56M | 0.00% | +38,888 | New |
| Bailard, Inc. | 38,547 | $1.54M | 0.04% | −750−1.9% | Reduced |
| Centiva Capital, LP | 36,123 | $1.45M | 0.07% | +36,123 | New |
| Coastal Bridge Advisors, LLC | 35,688 | $1.43M | 0.35% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 34,180 | $1.37M | 0.45% | −186−0.5% | Reduced |
| Baader Bank INC | 34,229 | $1.33M | 0.11% | −6,886−16.7% | Reduced |
| Ensign Peak Advisors, Inc | 31,100 | $1.24M | 0.00% | +4,500+16.9% | Added |
| Entropy Technologies, LP | 27,774 | $1.11M | 0.12% | +27,774 | New |
| Janus Henderson Group PLC | 26,053 | $1.04M | 0.00% | −6,174−19.2% | Reduced |
| New York State Common Retirement Fund | 26,026 | $1.04M | 0.00% | −8,000−23.5% | Reduced |
| Mercer Global Advisors Inc | 27,388 | $1.04M | 0.00% | +339+1.3% | Added |