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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.

Q3 2024 vs. Q2 2024

How the institutions holding Upstart Holdings, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of UPST: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2753349+77
Shares39.0M5.67M49.9M+16.6M (+49.7%)
Value$919.5M$133.7M$1.99B+$1.20B (+152.8%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (104)

Institutions that held Upstart Holdings, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 104 by value.

Institutions new to UPST in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.5,786,693$231.5M0.00%
Renaissance Technologies LLC1,071,700$42.9M0.06%
Summit Partners Public Asset Management, LLC460,000$18.4M0.83%
Driehaus Capital Management LLC458,227$18.3M0.16%
Trexquant Investment LP416,185$16.7M0.21%
Cubist Systematic Strategies, LLC385,981$15.4M0.23%
Qube Research & Technologies Ltd311,277$12.5M0.02%
Twinbeech Capital LP160,348$6.42M0.12%
Engineers Gate Manager LP151,939$6.08M0.12%
Verition Fund Management LLC132,442$5.30M0.04%
Walleye Capital LLC91,577$3.66M0.04%
Hidden Lake Asset Management LP78,260$3.13M2.78%
HRT Financial LP75,688$3.03M0.02%
J. Goldman & Co LP64,519$2.58M0.11%
Aquatic Capital Management LLC51,200$2.05M0.05%
LifePro Asset Management50,179$2.01M1.23%
State of New Jersey Common Pension Fund D45,969$1.84M0.01%
AQR Capital Management LLC38,888$1.56M0.00%
Centiva Capital, LP36,123$1.45M0.07%
Entropy Technologies, LP27,774$1.11M0.12%
Intech Investment Management LLC23,468$939.0K0.01%
Qsemble Capital Management, LP22,637$905.7K0.17%
Steel Peak Wealth Management LLC20,701$828.2K0.04%
Oppenheimer Asset Management Inc.20,651$826.2K0.01%
Jump Financial, LLC19,429$777.4K0.02%
Edgestream Partners, L.P.18,159$726.5K0.03%
PEAK6 Investments LLC18,043$721.9K0.04%
HAP Trading, LLC17,792$711.9K0.36%
Altshuler Shaham Ltd17,400$696.2K0.04%
Boothbay Fund Management, LLC17,238$689.7K0.02%
Landscape Capital Management, L.L.C.17,162$686.7K0.07%
Quadrature Capital Ltd16,905$676.2K0.02%
Natixis Advisors, L.P.16,352$654.0K0.00%
Occudo Quantitative Strategies LP16,263$650.7K0.12%
Prelude Capital Management, LLC14,660$586.5K0.05%
Schonfeld Strategic Advisors LLC12,260$490.5K0.00%
Graham Capital Management, L.P.10,778$431.2K0.01%
Y-Intercept (Hong Kong) Ltd10,759$430.5K0.03%
XTX Topco Ltd10,677$427.2K0.03%
SEI Investments Co9,712$388.6K0.00%
Crestline Management, LP9,640$385.7K0.02%
Keebeck Alpha, LP8,660$346.5K0.23%
Los Angeles Capital Management LLC8,352$334.2K0.00%
Strategic Family Wealth Counselors, L.L.C.7,992$319.8K0.11%
Neuberger Berman Group LLC7,799$312.0K0.00%
PMC FIG Opportunities LLC7,762$310.6K0.48%
Intellectus Partners, LLC7,700$308.1K0.08%
Kestra Advisory Services, LLC7,263$290.6K0.00%
Prosperity Wealth Management, Inc.7,170$286.9K0.11%
Keeler & Nadler Financial Planning & Wealth Management7,007$280.4K0.14%
Point72 (DIFC) Ltd6,812$272.6K0.02%
Raymond James & Associates6,727$269.1K0.00%
Atria Wealth Solutions, Inc.6,631$265.3K0.00%
Ieq Capital, LLC6,506$260.3K0.00%
Bristlecone Advisors, LLC6,454$258.2K0.02%
Synergy Financial Group, LTD6,444$257.8K0.24%
QRG Capital Management, Inc.6,304$252.2K0.00%
Prudential Financial Inc6,115$244.7K0.00%
Nebula Research & Development LLC6,098$244.0K0.03%
State of Wisconsin Investment Board5,961$238.5K0.00%
Sequoia Financial Advisors, LLC5,875$235.1K0.00%
JustInvest LLC5,395$215.9K0.00%
Twin Peaks Wealth Advisors, LLC5,333$213.4K0.10%
Gotham Asset Management, LLC5,163$206.6K0.00%
Xponance, Inc.5,092$203.7K0.00%
FORA Capital, LLC5,049$202.0K0.02%
IPG Investment Advisors LLC5,000$200.1K0.04%
Acadian Asset Management LLC4,053$162.0K0.00%
Point72 Hong Kong Ltd2,559$102.4K0.01%
West Tower Group, LLC2,000$80.0K0.17%
STRS Ohio1,400$56.0K0.00%
Danske Bank A/S1,300$52.0K0.00%
Reuter James Wealth Management, LLC1,171$46.9K0.01%
Indiana Trust & Investment Management CO1,085$43.4K0.01%
Hollencrest Capital Management1,000$40.0K0.00%
BNP Paribas900$36.7K0.00%
Point72 Asia (Singapore) Pte. Ltd.865$34.6K0.01%
Shell Asset Management Co818$33.0K0.00%
Jaffetilchin Investment Partners, LLC504$20.2K0.00%
Raelipskie Partnership315$12.6K0.01%
Aster Capital Management (DIFC) Ltd308$12.3K0.00%
Kayne Anderson Rudnick Investment Management LLC300$12.0K0.00%
PrairieView Partners, LLC300$12.0K0.00%
Elequin Capital LP267$10.7K0.00%
Bryn Mawr Trust Co200$8.00K0.00%
Flaharty Asset Management, LLC200$8.00K0.00%
GeoWealth Management, LLC190$7.60K0.00%
Cedar Mountain Advisors, LLC150$6.00K0.00%
Trust Co of Vermont100$4.00K0.00%
Sterling Capital Management LLC79$3.16K0.00%
Bessemer Group Inc70$3.00K0.00%
Capital Performance Advisors LLP62$2.48K0.00%
True Wealth Design, LLC55$2.20K0.00%
Hemington Wealth Management47$2.00K0.00%
Global Wealth Strategies & Associates40$1.60K0.00%
Private Wealth Management Group, LLC39$1.56K0.00%
Cornerstone Planning Group LLC11$5550.00%
JFS Wealth Advisors, LLC13$5210.00%
Abound Wealth Management10$4010.00%
Assetmark, Inc10$4000.00%

Sold out (27)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of UPST in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Capital Fund Management S.A.241,029$5.69M
Balyasny Asset Management LLC85,126$2.01M
Eschler Asset Management LLP50,000$1.34M
Winton Group Ltd35,661$841.2K
Boston Private Wealth LLC26,300$620.4K
Rafferty Asset Management, LLC17,747$418.7K
CTC LLC15,555$366.9K
Nomura Holdings Inc10,844$255.8K
Independent Financial Group, LLC9,440$222.7K
Gsa Capital Partners LLP8,554$202.0K
Bogart Wealth, LLC3,500$82.6K
Skandinaviska Enskilda Banken AB (publ)911$21.5K
Itau Unibanco Holding S.A.654$15.4K
Quarry LP220$5.19K
Ashton Thomas Private Wealth, LLC195$4.60K
Mather Group, LLC.165$4.44K
Kelly Financial Services LLC90$2.12K
Spire Wealth Management55$1.30K
Cullen/Frost Bankers, Inc.54$1.27K
Redwood Wealth Management Group, LLC50$1.18K
Twin Tree Management, LP49$1.16K
TSFG, LLC35$1.00K
Householder Group Estate & Retirement Specialist, LLC72$1.00K
Highline Wealth Partners LLC23$543
Gradient Investments LLC19$448
Carmichael Hill & Associates, Inc.18$425
Proffitt & Goodson Inc3$71

Not filed for Q3 2024 yet (3)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.5,664,303$133.6M
Benjamin F. Edwards & Company, Inc.3,420$81.0K
ICA Group Wealth Management, LLC90$2.12K