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 |
|---|---|---|---|---|---|
| BIT Capital GmbH | 25,871 | $1.04M | 0.10% | −22,612−46.6% | Reduced |
| Dimensional Fund Advisors LP | 25,255 | $1.01M | 0.00% | −390−1.5% | Reduced |
| Royal Bank of Canada | 25,024 | $1.00M | 0.00% | +6,536+35.4% | Added |
| Gryphon Financial Partners LLC | 25,000 | $1.00M | 0.14% | −5,000−16.7% | Reduced |
| Voya Investment Management LLC | 24,935 | $997.6K | 0.00% | −382−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 24,865 | $994.8K | 0.00% | −2,142−7.9% | Reduced |
| Maxi Investments CY Ltd | 24,400 | $976.0K | 0.26% | −5,700−18.9% | Reduced |
| Intech Investment Management LLC | 23,468 | $939.0K | 0.01% | +23,468 | New |
| Creative Planning | 23,138 | $925.7K | 0.00% | −3,031−11.6% | Reduced |
| Qsemble Capital Management, LP | 22,637 | $905.7K | 0.17% | +22,637 | New |
| Truist Financial Corp | 22,546 | $902.1K | 0.00% | +13,361+145.5% | Added |
| Mariner, LLC | 22,420 | $898.0K | 0.00% | −4,673−17.2% | Reduced |
| Cresset Asset Management, LLC | 21,544 | $862.0K | 0.00% | +6,065+39.2% | Added |
| Arizona State Retirement System | 21,509 | $860.6K | 0.01% | +942+4.6% | Added |
| Magnetar Financial LLC | 20,870 | $835.0K | 0.02% | +1,906+10.1% | Added |
| Steel Peak Wealth Management LLC | 20,701 | $828.2K | 0.04% | +20,701 | New |
| Oppenheimer Asset Management Inc. | 20,651 | $826.2K | 0.01% | +20,651 | New |
| State Board of Administration of Florida Retirement System | 20,576 | $823.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 20,545 | $822.0K | 0.00% | +50.0% | Added |
| Shelton Capital Management | 20,000 | $800.2K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,590 | $783.8K | 0.00% | +1,048+5.7% | Added |
| Jump Financial, LLC | 19,429 | $777.4K | 0.02% | +19,429 | New |
| Algert Global LLC | 19,010 | $760.6K | 0.02% | +8,194+75.8% | Added |
| Gemmer Asset Management LLC | 18,461 | $738.6K | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 18,159 | $726.5K | 0.03% | +18,159 | New |
| PEAK6 Investments LLC | 18,043 | $721.9K | 0.04% | +18,043 | New |
| HAP Trading, LLC | 17,792 | $711.9K | 0.36% | +17,792 | New |
| Altshuler Shaham Ltd | 17,400 | $696.2K | 0.04% | +17,400 | New |
| Boothbay Fund Management, LLC | 17,238 | $689.7K | 0.02% | +17,238 | New |
| Landscape Capital Management, L.L.C. | 17,162 | $686.7K | 0.07% | +17,162 | New |
| IMC-Chicago, LLC | 16,999 | $680.1K | 0.02% | −109,578−86.6% | Reduced |
| Quadrature Capital Ltd | 16,905 | $676.2K | 0.02% | +16,905 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,484 | $659.5K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 16,352 | $654.0K | 0.00% | +16,352 | New |
| Zweig-DiMenna Associates LLC | 16,319 | $652.9K | 0.07% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 16,263 | $650.7K | 0.12% | +16,263 | New |
| Ameriprise Financial Inc | 15,850 | $634.2K | 0.00% | −1,621−9.3% | Reduced |
| Private Advisor Group, LLC | 15,748 | $630.1K | 0.00% | −956−5.7% | Reduced |
| Apollon Wealth Management, LLC | 15,431 | $617.4K | 0.02% | −347−2.2% | Reduced |
| Prospera Financial Services Inc | 15,213 | $608.6K | 0.02% | −2,934−16.2% | Reduced |
| Harbour Investments, Inc. | 15,072 | $603.0K | 0.02% | −106−0.7% | Reduced |
| Handelsbanken Fonder AB | 14,900 | $596.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 14,430 | $589.2K | 0.00% | −886−5.8% | Reduced |
| Janney Montgomery Scott LLC | 14,693 | $588.0K | 0.00% | −80−0.5% | Reduced |
| Prelude Capital Management, LLC | 14,660 | $586.5K | 0.05% | +14,660 | New |
| ProShare Advisors LLC | 14,557 | $582.4K | 0.00% | −5,337−26.8% | Reduced |
| Fiducient Advisors LLC | 14,000 | $560.1K | 0.06% | −4,000−22.2% | Reduced |
| Tower Research Capital LLC (TRC) | 12,781 | $511.4K | 0.01% | −2,699−17.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,260 | $490.5K | 0.00% | +12,260 | New |
| EMC Capital Management | 20,000 | $436.0K | 0.36% | +13,700+217.5% | Added |
| Graham Capital Management, L.P. | 10,778 | $431.2K | 0.01% | +10,778 | New |
| Y-Intercept (Hong Kong) Ltd | 10,759 | $430.5K | 0.03% | +10,759 | New |
| Marex Group plc | 10,746 | $429.9K | 0.01% | −1,633−13.2% | Reduced |
| XTX Topco Ltd | 10,677 | $427.2K | 0.03% | +10,677 | New |
| Harbor Capital Advisors, Inc. | 10,418 | $417.0K | 0.02% | −623−5.6% | Reduced |
| Summit Financial Strategies, Inc. | 10,399 | $416.1K | 0.05% | +1,223+13.3% | Added |
| Kercheville Advisors, LLC | 10,050 | $402.1K | 0.17% | +50+0.5% | Added |
| Victory Capital Management Inc | 9,760 | $390.5K | 0.00% | +14+0.1% | Added |
| SEI Investments Co | 9,712 | $388.6K | 0.00% | +9,712 | New |
| Crestline Management, LP | 9,640 | $385.7K | 0.02% | +9,640 | New |
| HSBC Holdings PLC | 9,297 | $379.7K | 0.00% | −25,086−73.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,374 | $375.1K | 0.01% | −5−0.1% | Reduced |
| US Bancorp | 9,032 | $361.4K | 0.00% | +835+10.2% | Added |
| Parallax Volatility Advisers, L.P. | 9,011 | $360.5K | 0.01% | +1,895+26.6% | Added |
| Keebeck Alpha, LP | 8,660 | $346.5K | 0.23% | +8,660 | New |
| Pictet Asset Management Holding SA | 8,577 | $343.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8,519 | $340.8K | 0.12% | −1,070−11.2% | Reduced |
| Stratos Wealth Partners, LTD. | 8,363 | $334.6K | 0.00% | −1,436−14.7% | Reduced |
| Los Angeles Capital Management LLC | 8,352 | $334.2K | 0.00% | +8,352 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $319.8K | 0.11% | +7,992 | New |
| Neuberger Berman Group LLC | 7,799 | $312.0K | 0.00% | +7,799 | New |
| PMC FIG Opportunities LLC | 7,762 | $310.6K | 0.48% | +7,762 | New |
| Intellectus Partners, LLC | 7,700 | $308.1K | 0.08% | +7,700 | New |
| Ameritas Investment Partners, Inc. | 7,582 | $303.4K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 7,460 | $298.5K | 0.04% | −9,163−55.1% | Reduced |
| Advisory Services Network, LLC | 12,412 | $292.8K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,263 | $290.6K | 0.00% | +7,263 | New |
| Prosperity Wealth Management, Inc. | 7,170 | $286.9K | 0.11% | +7,170 | New |
| Principal Financial Group Inc | 7,157 | $286.4K | 0.00% | −3,248−31.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,061 | $282.5K | 0.00% | −175−2.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 7,007 | $280.4K | 0.14% | +7,007 | New |
| Point72 (DIFC) Ltd | 6,812 | $272.6K | 0.02% | +6,812 | New |
| FMR LLC | 6,735 | $269.5K | 0.00% | +1,792+36.3% | Added |
| Raymond James & Associates | 6,727 | $269.1K | 0.00% | +6,727 | New |
| Atria Wealth Solutions, Inc. | 6,631 | $265.3K | 0.00% | +6,631 | New |
| Ieq Capital, LLC | 6,506 | $260.3K | 0.00% | +6,506 | New |
| Bristlecone Advisors, LLC | 6,454 | $258.2K | 0.02% | +6,454 | New |
| Synergy Financial Group, LTD | 6,444 | $257.8K | 0.24% | +6,444 | New |
| QRG Capital Management, Inc. | 6,304 | $252.2K | 0.00% | +6,304 | New |
| Prudential Financial Inc | 6,115 | $244.7K | 0.00% | +6,115 | New |
| Nebula Research & Development LLC | 6,098 | $244.0K | 0.03% | +6,098 | New |
| State of Wisconsin Investment Board | 5,961 | $238.5K | 0.00% | +5,961 | New |
| Sequoia Financial Advisors, LLC | 5,875 | $235.1K | 0.00% | +5,875 | New |
| Orion Capital Management LLC | 5,560 | $222.5K | 0.11% | +270+5.1% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $221.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,344 | $218.3K | 0.00% | +1,287+31.7% | Added |
| JustInvest LLC | 5,395 | $215.9K | 0.00% | +5,395 | New |
| Twin Peaks Wealth Advisors, LLC | 5,333 | $213.4K | 0.10% | +5,333 | New |
| Walleye Trading LLC | 5,266 | $210.7K | 0.01% | −12,256−69.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 5,202 | $208.1K | 0.08% | +1,009+24.1% | Added |