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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 12,781 | $511.4K | 0.01% | −2,699−17.4% | Reduced |
| Fiducient Advisors LLC | 14,000 | $560.1K | 0.06% | −4,000−22.2% | Reduced |
| ProShare Advisors LLC | 14,557 | $582.4K | 0.00% | −5,337−26.8% | Reduced |
| Prelude Capital Management, LLC | 14,660 | $586.5K | 0.05% | +14,660 | New |
| Janney Montgomery Scott LLC | 14,693 | $588.0K | 0.00% | −80−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,430 | $589.2K | 0.00% | −886−5.8% | Reduced |
| Handelsbanken Fonder AB | 14,900 | $596.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15,072 | $603.0K | 0.02% | −106−0.7% | Reduced |
| Prospera Financial Services Inc | 15,213 | $608.6K | 0.02% | −2,934−16.2% | Reduced |
| Apollon Wealth Management, LLC | 15,431 | $617.4K | 0.02% | −347−2.2% | Reduced |
| Private Advisor Group, LLC | 15,748 | $630.1K | 0.00% | −956−5.7% | Reduced |
| Ameriprise Financial Inc | 15,850 | $634.2K | 0.00% | −1,621−9.3% | Reduced |
| Occudo Quantitative Strategies LP | 16,263 | $650.7K | 0.12% | +16,263 | New |
| Zweig-DiMenna Associates LLC | 16,319 | $652.9K | 0.07% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 16,352 | $654.0K | 0.00% | +16,352 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,484 | $659.5K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 16,905 | $676.2K | 0.02% | +16,905 | New |
| IMC-Chicago, LLC | 16,999 | $680.1K | 0.02% | −109,578−86.6% | Reduced |
| Landscape Capital Management, L.L.C. | 17,162 | $686.7K | 0.07% | +17,162 | New |
| Boothbay Fund Management, LLC | 17,238 | $689.7K | 0.02% | +17,238 | New |
| Altshuler Shaham Ltd | 17,400 | $696.2K | 0.04% | +17,400 | New |
| HAP Trading, LLC | 17,792 | $711.9K | 0.36% | +17,792 | New |
| PEAK6 Investments LLC | 18,043 | $721.9K | 0.04% | +18,043 | New |
| Edgestream Partners, L.P. | 18,159 | $726.5K | 0.03% | +18,159 | New |
| Gemmer Asset Management LLC | 18,461 | $738.6K | 0.07% | 00.0% | Unchanged |
| Algert Global LLC | 19,010 | $760.6K | 0.02% | +8,194+75.8% | Added |
| Jump Financial, LLC | 19,429 | $777.4K | 0.02% | +19,429 | New |
| Cetera Investment Advisers | 19,590 | $783.8K | 0.00% | +1,048+5.7% | Added |
| Shelton Capital Management | 20,000 | $800.2K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 20,545 | $822.0K | 0.00% | +50.0% | Added |
| State Board of Administration of Florida Retirement System | 20,576 | $823.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 20,651 | $826.2K | 0.01% | +20,651 | New |
| Steel Peak Wealth Management LLC | 20,701 | $828.2K | 0.04% | +20,701 | New |
| Magnetar Financial LLC | 20,870 | $835.0K | 0.02% | +1,906+10.1% | Added |
| Arizona State Retirement System | 21,509 | $860.6K | 0.01% | +942+4.6% | Added |
| Cresset Asset Management, LLC | 21,544 | $862.0K | 0.00% | +6,065+39.2% | Added |
| Mariner, LLC | 22,420 | $898.0K | 0.00% | −4,673−17.2% | Reduced |
| Truist Financial Corp | 22,546 | $902.1K | 0.00% | +13,361+145.5% | Added |
| Qsemble Capital Management, LP | 22,637 | $905.7K | 0.17% | +22,637 | New |
| Creative Planning | 23,138 | $925.7K | 0.00% | −3,031−11.6% | Reduced |
| Intech Investment Management LLC | 23,468 | $939.0K | 0.01% | +23,468 | New |
| Maxi Investments CY Ltd | 24,400 | $976.0K | 0.26% | −5,700−18.9% | Reduced |
| Advisor Group Holdings, Inc. | 24,865 | $994.8K | 0.00% | −2,142−7.9% | Reduced |
| Voya Investment Management LLC | 24,935 | $997.6K | 0.00% | −382−1.5% | Reduced |
| Gryphon Financial Partners LLC | 25,000 | $1.00M | 0.14% | −5,000−16.7% | Reduced |
| Royal Bank of Canada | 25,024 | $1.00M | 0.00% | +6,536+35.4% | Added |
| Dimensional Fund Advisors LP | 25,255 | $1.01M | 0.00% | −390−1.5% | Reduced |
| BIT Capital GmbH | 25,871 | $1.04M | 0.10% | −22,612−46.6% | Reduced |
| Mercer Global Advisors Inc | 27,388 | $1.04M | 0.00% | +339+1.3% | Added |
| New York State Common Retirement Fund | 26,026 | $1.04M | 0.00% | −8,000−23.5% | Reduced |
| Janus Henderson Group PLC | 26,053 | $1.04M | 0.00% | −6,174−19.2% | Reduced |
| Entropy Technologies, LP | 27,774 | $1.11M | 0.12% | +27,774 | New |
| Ensign Peak Advisors, Inc | 31,100 | $1.24M | 0.00% | +4,500+16.9% | Added |
| Baader Bank INC | 34,229 | $1.33M | 0.11% | −6,886−16.7% | Reduced |
| Legacy Capital Group California, Inc. | 34,180 | $1.37M | 0.45% | −186−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 35,688 | $1.43M | 0.35% | 00.0% | Unchanged |
| Centiva Capital, LP | 36,123 | $1.45M | 0.07% | +36,123 | New |
| Bailard, Inc. | 38,547 | $1.54M | 0.04% | −750−1.9% | Reduced |
| AQR Capital Management LLC | 38,888 | $1.56M | 0.00% | +38,888 | New |
| Miracle Mile Advisors, LLC | 40,440 | $1.62M | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 40,486 | $1.62M | 0.00% | −4,901−10.8% | Reduced |
| Corebridge Financial, Inc. | 41,187 | $1.65M | 0.01% | −254−0.6% | Reduced |
| Manchester Capital Management LLC | 43,691 | $1.75M | 0.20% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 43,901 | $1.76M | 0.00% | −400−0.9% | Reduced |
| MML Investors Services, LLC | 43,912 | $1.76M | 0.01% | +3,133+7.7% | Added |
| WMG Financial Advisors, LLC | 44,107 | $1.76M | 0.80% | +375+0.9% | Added |
| MetLife Investment Management | 44,713 | $1.79M | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 44,756 | $1.79M | 0.15% | +2,732+6.5% | Added |
| State of New Jersey Common Pension Fund D | 45,969 | $1.84M | 0.01% | +45,969 | New |
| Jacobs Levy Equity Management, Inc | 47,318 | $1.89M | 0.01% | +23,073+95.2% | Added |
| Wells Fargo & Company | 48,006 | $1.92M | 0.00% | +107+0.2% | Added |
| Price T Rowe Associates Inc | 48,201 | $1.93M | 0.00% | +2,339+5.1% | Added |
| LifePro Asset Management | 50,179 | $2.01M | 1.23% | +50,179 | New |
| Aquatic Capital Management LLC | 51,200 | $2.05M | 0.05% | +51,200 | New |
| Envestnet Asset Management Inc | 54,385 | $2.18M | 0.00% | +34,918+179.4% | Added |
| Tyler-Stone Wealth Management | 55,534 | $2.22M | 0.42% | +26,917+94.1% | Added |
| Seven Eight Capital, LP | 56,233 | $2.25M | 0.20% | −167,375−74.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 57,791 | $2.31M | 0.01% | +27,746+92.3% | Added |
| Atomi Financial Group, Inc. | 58,743 | $2.35M | 0.15% | −266−0.5% | Reduced |
| Two Sigma Securities, LLC | 59,174 | $2.37M | 0.19% | −90,800−60.5% | Reduced |
| LPL Financial LLC | 60,395 | $2.42M | 0.00% | −4,158−6.4% | Reduced |
| J. Goldman & Co LP | 64,519 | $2.58M | 0.11% | +64,519 | New |
| Wolverine Trading, LLC | 68,667 | $2.81M | 0.07% | +15,708+29.7% | Added |
| California State Teachers Retirement System | 70,827 | $2.83M | 0.00% | −1,133−1.6% | Reduced |
| Invesco Ltd. | 71,978 | $2.88M | 0.00% | +640+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 75,000 | $3.00M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 75,688 | $3.03M | 0.02% | +75,688 | New |
| Legal & General Group Plc | 77,005 | $3.08M | 0.00% | +5,104+7.1% | Added |
| Hidden Lake Asset Management LP | 78,260 | $3.13M | 2.78% | +78,260 | New |
| Quantinno Capital Management LP | 78,944 | $3.16M | 0.04% | +6,083+8.3% | Added |
| Brevan Howard Capital Management LP | 80,567 | $3.22M | 0.16% | +41,904+108.4% | Added |
| Headlands Technologies LLC | 82,472 | $3.30M | 0.38% | +23,901+40.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 86,359 | $3.46M | 0.00% | −9,358−9.8% | Reduced |
| Deutsche Bank AG | 86,674 | $3.47M | 0.00% | +40,960+89.6% | Added |
| Walleye Capital LLC | 91,577 | $3.66M | 0.04% | +91,577 | New |
| Quantbot Technologies LP | 98,158 | $3.93M | 0.15% | +79,146+416.3% | Added |
| Alliancebernstein L.P. | 103,427 | $4.14M | 0.00% | +15,447+17.6% | Added |
| Citigroup Inc | 106,844 | $4.27M | 0.00% | +59,822+127.2% | Added |
| Rhumbline Advisers | 108,225 | $4.33M | 0.00% | −5,472−4.8% | Reduced |
| UBS Asset Management Americas Inc | 110,415 | $4.42M | 0.00% | −20,240−15.5% | Reduced |