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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 112,683 | $4.51M | 0.01% | −388,557−77.5% | Reduced |
| Capital Advantage, Inc. | 119,121 | $4.77M | 0.91% | +104,875+736.2% | Added |
| Verition Fund Management LLC | 132,442 | $5.30M | 0.04% | +132,442 | New |
| International Assets Investment Management, LLC | 233,258 | $5.83M | 0.03% | +227,688+4,087.8% | Added |
| Swiss National Bank | 145,900 | $5.84M | 0.00% | +1,400+1.0% | Added |
| Engineers Gate Manager LP | 151,939 | $6.08M | 0.12% | +151,939 | New |
| Twinbeech Capital LP | 160,348 | $6.42M | 0.12% | +160,348 | New |
| Liontrust Investment Partners LLP | 290,000 | $6.84M | 0.10% | 00.0% | Unchanged |
| Kodai Capital Management LP | 182,126 | $7.29M | 0.15% | −72,913−28.6% | Reduced |
| First Trust Advisors LP | 201,103 | $8.05M | 0.01% | −169,999−45.8% | Reduced |
| Bank of New York Mellon Corp | 215,595 | $8.63M | 0.00% | −56,835−20.9% | Reduced |
| Norges Bank | 252,085 | $10.1M | 0.00% | −44,304−14.9% | Reduced |
| Simplex Trading, LLC | 264,883 | $10.6M | 0.36% | +211,154+393.0% | Added |
| Marshall Wace, LLP | 265,260 | $10.6M | 0.01% | −93,199−26.0% | Reduced |
| Qube Research & Technologies Ltd | 311,277 | $12.5M | 0.02% | +311,277 | New |
| Azora Capital LP | 329,755 | $13.2M | 0.71% | −41,553−11.2% | Reduced |
| Toroso Investments, LLC | 333,463 | $13.3M | 0.15% | +311,434+1,413.7% | Added |
| Bank of Montreal | 373,723 | $15.3M | 0.01% | −74,003−16.5% | Reduced |
| Cubist Systematic Strategies, LLC | 385,981 | $15.4M | 0.23% | +385,981 | New |
| Pathstone Holdings, LLC | 396,408 | $15.9M | 0.07% | +1,119+0.3% | Added |
| Millennium Management LLC | 408,505 | $16.3M | 0.01% | +146,109+55.7% | Added |
| Trexquant Investment LP | 416,185 | $16.7M | 0.21% | +416,185 | New |
| Driehaus Capital Management LLC | 458,227 | $18.3M | 0.16% | +458,227 | New |
| Summit Partners Public Asset Management, LLC | 460,000 | $18.4M | 0.83% | +460,000 | New |
| Nuveen Asset Management, LLC | 466,736 | $18.7M | 0.01% | +253,728+119.1% | Added |
| UBS Group AG | 469,264 | $18.8M | 0.01% | +80,679+20.8% | Added |
| Citadel Advisors LLC | 526,949 | $21.1M | 0.02% | +29,742+6.0% | Added |
| JPMorgan Chase & Co | 559,199 | $22.4M | 0.00% | +449,521+409.9% | Added |
| Two Sigma Advisers, LP | 589,000 | $23.6M | 0.06% | +514,400+689.5% | Added |
| Charles Schwab Investment Management Inc | 642,876 | $25.7M | 0.00% | +32,052+5.2% | Added |
| Northern Trust Corp | 673,393 | $26.9M | 0.00% | +24,484+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 725,582 | $29.0M | 0.14% | +282,481+63.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $34.8M | 0.13% | 00.0% | Unchanged |
| Bank of America Corp | 940,518 | $37.6M | 0.00% | −170,096−15.3% | Reduced |
| Renaissance Technologies LLC | 1,071,700 | $42.9M | 0.06% | +1,071,700 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,160,894 | $46.4M | 0.10% | −88,390−7.1% | Reduced |
| Barclays PLC | 1,209,723 | $48.4M | 0.02% | +1,059,914+707.5% | Added |
| Fred Alger Management, LLC | 1,246,839 | $49.9M | 0.24% | +754,416+153.2% | Added |
| Voloridge Investment Management, LLC | 1,342,710 | $53.7M | 0.20% | +267,332+24.9% | Added |
| Morgan Stanley | 1,428,149 | $57.1M | 0.00% | −51,709−3.5% | Reduced |
| Two Sigma Investments, LP | 1,601,404 | $64.1M | 0.14% | +1,196,561+295.6% | Added |
| Goldman Sachs Group Inc | 1,706,632 | $68.3M | 0.01% | +298,707+21.2% | Added |
| Geode Capital Management, LLC | 1,816,774 | $72.7M | 0.01% | +29,482+1.6% | Added |
| Susquehanna International Group, LLP | 1,911,549 | $76.5M | 0.13% | +384,868+25.2% | Added |
| State Street Corp | 2,265,371 | $90.6M | 0.00% | +1,949+0.1% | Added |
| D. E. Shaw & Co., Inc. | 2,314,257 | $92.6M | 0.12% | +1,424,730+160.2% | Added |
| BlackRock, Inc. | 5,786,693 | $231.5M | 0.00% | +5,786,693 | New |
| Vanguard Group Inc | 7,423,812 | $297.0M | 0.01% | +124,495+1.7% | Added |
| Flputnam Investment Management Co | 950 | – | – | +825+660.0% | Added |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −241,029−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −85,126−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −35,661−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −26,300−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −17,747−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −15,555−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,844−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −9,440−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,554−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |