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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 504 | $20.2K | 0.00% | +504 | New |
| Northwestern Mutual Wealth Management Co | 557 | $22.3K | 0.00% | +379+212.9% | Added |
| Ronald Blue Trust, Inc. | 989 | $23.3K | 0.00% | +550+125.3% | Added |
| Fifth Third Bancorp | 600 | $24.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 664 | $26.6K | 0.00% | −2,100−76.0% | Reduced |
| Quadrant Capital Group LLC | 705 | $28.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 710 | $28.4K | 0.00% | +21+3.0% | Added |
| Venturi Wealth Management, LLC | 816 | $32.6K | 0.00% | +176+27.5% | Added |
| Shell Asset Management Co | 818 | $33.0K | 0.00% | +818 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 865 | $34.6K | 0.01% | +865 | New |
| Plante Moran Financial Advisors, LLC | 869 | $34.8K | 0.00% | +158+22.2% | Added |
| Parallel Advisors, LLC | 891 | $35.6K | 0.00% | −240−21.2% | Reduced |
| Signaturefd, LLC | 893 | $35.7K | 0.00% | +13+1.5% | Added |
| BNP Paribas | 900 | $36.7K | 0.00% | +900 | New |
| Albion Financial Group | 1,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $40.0K | 0.00% | +1,000 | New |
| Indiana Trust & Investment Management CO | 1,085 | $43.4K | 0.01% | +1,085 | New |
| GAMMA Investing LLC | 1,124 | $45.0K | 0.00% | −1,080−49.0% | Reduced |
| Reuter James Wealth Management, LLC | 1,171 | $46.9K | 0.01% | +1,171 | New |
| Ancora Advisors, LLC | 1,200 | $48.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,250 | $50.0K | 0.00% | −369−22.8% | Reduced |
| Danske Bank A/S | 1,300 | $52.0K | 0.00% | +1,300 | New |
| CWM, LLC | 1,333 | $53.0K | 0.00% | +311+30.4% | Added |
| STRS Ohio | 1,400 | $56.0K | 0.00% | +1,400 | New |
| Anfield Capital Management, LLC | 1,416 | $56.7K | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,506 | $60.3K | 0.00% | −801−34.7% | Reduced |
| Compagnie Lombard Odier SCmA | 1,600 | $64.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,723 | $68.9K | 0.01% | +1,610+1,424.8% | Added |
| West Tower Group, LLC | 2,000 | $80.0K | 0.17% | +2,000 | New |
| Comerica Bank | 2,150 | $86.0K | 0.00% | −5−0.2% | Reduced |
| Castleview Partners, LLC | 2,171 | $86.9K | 0.05% | +2,161+21,610.0% | Added |
| Leonteq Securities AG | 2,484 | $99.4K | 0.01% | −6,986−73.8% | Reduced |
| Daiwa Securities Group Inc. | 2,552 | $102.0K | 0.00% | −105−4.0% | Reduced |
| Point72 Hong Kong Ltd | 2,559 | $102.4K | 0.01% | +2,559 | New |
| Amalgamated Bank | 2,607 | $104.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,621 | $105.0K | 0.00% | +103+4.1% | Added |
| Westside Investment Management, Inc. | 3,650 | $122.7K | 0.03% | −400−9.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,821 | $152.9K | 0.00% | −345−8.3% | Reduced |
| Acadian Asset Management LLC | 4,053 | $162.0K | 0.00% | +4,053 | New |
| SG Americas Securities, LLC | 4,134 | $165.0K | 0.00% | −144,080−97.2% | Reduced |
| Optiver Holding B.V. | 4,779 | $191.2K | 0.00% | −70,548−93.7% | Reduced |
| National Bank of Canada | 4,983 | $199.4K | 0.00% | −817−14.1% | Reduced |
| IPG Investment Advisors LLC | 5,000 | $200.1K | 0.04% | +5,000 | New |
| FORA Capital, LLC | 5,049 | $202.0K | 0.02% | +5,049 | New |
| Xponance, Inc. | 5,092 | $203.7K | 0.00% | +5,092 | New |
| Independent Advisor Alliance | 5,156 | $206.3K | 0.01% | −24,299−82.5% | Reduced |
| Gotham Asset Management, LLC | 5,163 | $206.6K | 0.00% | +5,163 | New |
| AdvisorNet Financial, Inc | 5,165 | $206.7K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5,202 | $208.1K | 0.08% | +1,009+24.1% | Added |
| Walleye Trading LLC | 5,266 | $210.7K | 0.01% | −12,256−69.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 5,333 | $213.4K | 0.10% | +5,333 | New |
| JustInvest LLC | 5,395 | $215.9K | 0.00% | +5,395 | New |
| Jones Financial Companies LLLP | 5,344 | $218.3K | 0.00% | +1,287+31.7% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $221.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,560 | $222.5K | 0.11% | +270+5.1% | Added |
| Sequoia Financial Advisors, LLC | 5,875 | $235.1K | 0.00% | +5,875 | New |
| State of Wisconsin Investment Board | 5,961 | $238.5K | 0.00% | +5,961 | New |
| Nebula Research & Development LLC | 6,098 | $244.0K | 0.03% | +6,098 | New |
| Prudential Financial Inc | 6,115 | $244.7K | 0.00% | +6,115 | New |
| QRG Capital Management, Inc. | 6,304 | $252.2K | 0.00% | +6,304 | New |
| Synergy Financial Group, LTD | 6,444 | $257.8K | 0.24% | +6,444 | New |
| Bristlecone Advisors, LLC | 6,454 | $258.2K | 0.02% | +6,454 | New |
| Ieq Capital, LLC | 6,506 | $260.3K | 0.00% | +6,506 | New |
| Atria Wealth Solutions, Inc. | 6,631 | $265.3K | 0.00% | +6,631 | New |
| Raymond James & Associates | 6,727 | $269.1K | 0.00% | +6,727 | New |
| FMR LLC | 6,735 | $269.5K | 0.00% | +1,792+36.3% | Added |
| Point72 (DIFC) Ltd | 6,812 | $272.6K | 0.02% | +6,812 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 7,007 | $280.4K | 0.14% | +7,007 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,061 | $282.5K | 0.00% | −175−2.4% | Reduced |
| Principal Financial Group Inc | 7,157 | $286.4K | 0.00% | −3,248−31.2% | Reduced |
| Prosperity Wealth Management, Inc. | 7,170 | $286.9K | 0.11% | +7,170 | New |
| Kestra Advisory Services, LLC | 7,263 | $290.6K | 0.00% | +7,263 | New |
| Advisory Services Network, LLC | 12,412 | $292.8K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 7,460 | $298.5K | 0.04% | −9,163−55.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,582 | $303.4K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 7,700 | $308.1K | 0.08% | +7,700 | New |
| PMC FIG Opportunities LLC | 7,762 | $310.6K | 0.48% | +7,762 | New |
| Neuberger Berman Group LLC | 7,799 | $312.0K | 0.00% | +7,799 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $319.8K | 0.11% | +7,992 | New |
| Los Angeles Capital Management LLC | 8,352 | $334.2K | 0.00% | +8,352 | New |
| Stratos Wealth Partners, LTD. | 8,363 | $334.6K | 0.00% | −1,436−14.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,519 | $340.8K | 0.12% | −1,070−11.2% | Reduced |
| Pictet Asset Management Holding SA | 8,577 | $343.2K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 8,660 | $346.5K | 0.23% | +8,660 | New |
| Parallax Volatility Advisers, L.P. | 9,011 | $360.5K | 0.01% | +1,895+26.6% | Added |
| US Bancorp | 9,032 | $361.4K | 0.00% | +835+10.2% | Added |
| Prime Capital Investment Advisors, LLC | 9,374 | $375.1K | 0.01% | −5−0.1% | Reduced |
| HSBC Holdings PLC | 9,297 | $379.7K | 0.00% | −25,086−73.0% | Reduced |
| Crestline Management, LP | 9,640 | $385.7K | 0.02% | +9,640 | New |
| SEI Investments Co | 9,712 | $388.6K | 0.00% | +9,712 | New |
| Victory Capital Management Inc | 9,760 | $390.5K | 0.00% | +14+0.1% | Added |
| Kercheville Advisors, LLC | 10,050 | $402.1K | 0.17% | +50+0.5% | Added |
| Summit Financial Strategies, Inc. | 10,399 | $416.1K | 0.05% | +1,223+13.3% | Added |
| Harbor Capital Advisors, Inc. | 10,418 | $417.0K | 0.02% | −623−5.6% | Reduced |
| XTX Topco Ltd | 10,677 | $427.2K | 0.03% | +10,677 | New |
| Marex Group plc | 10,746 | $429.9K | 0.01% | −1,633−13.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,759 | $430.5K | 0.03% | +10,759 | New |
| Graham Capital Management, L.P. | 10,778 | $431.2K | 0.01% | +10,778 | New |
| EMC Capital Management | 20,000 | $436.0K | 0.36% | +13,700+217.5% | Added |
| Schonfeld Strategic Advisors LLC | 12,260 | $490.5K | 0.00% | +12,260 | New |