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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 5,165 | $206.7K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,163 | $206.6K | 0.00% | +5,163 | New |
| Independent Advisor Alliance | 5,156 | $206.3K | 0.01% | −24,299−82.5% | Reduced |
| Xponance, Inc. | 5,092 | $203.7K | 0.00% | +5,092 | New |
| FORA Capital, LLC | 5,049 | $202.0K | 0.02% | +5,049 | New |
| IPG Investment Advisors LLC | 5,000 | $200.1K | 0.04% | +5,000 | New |
| National Bank of Canada | 4,983 | $199.4K | 0.00% | −817−14.1% | Reduced |
| Optiver Holding B.V. | 4,779 | $191.2K | 0.00% | −70,548−93.7% | Reduced |
| SG Americas Securities, LLC | 4,134 | $165.0K | 0.00% | −144,080−97.2% | Reduced |
| Acadian Asset Management LLC | 4,053 | $162.0K | 0.00% | +4,053 | New |
| Federation des caisses Desjardins du Quebec | 3,821 | $152.9K | 0.00% | −345−8.3% | Reduced |
| Westside Investment Management, Inc. | 3,650 | $122.7K | 0.03% | −400−9.9% | Reduced |
| KBC Group NV | 2,621 | $105.0K | 0.00% | +103+4.1% | Added |
| Amalgamated Bank | 2,607 | $104.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,559 | $102.4K | 0.01% | +2,559 | New |
| Daiwa Securities Group Inc. | 2,552 | $102.0K | 0.00% | −105−4.0% | Reduced |
| Leonteq Securities AG | 2,484 | $99.4K | 0.01% | −6,986−73.8% | Reduced |
| Castleview Partners, LLC | 2,171 | $86.9K | 0.05% | +2,161+21,610.0% | Added |
| Comerica Bank | 2,150 | $86.0K | 0.00% | −5−0.2% | Reduced |
| West Tower Group, LLC | 2,000 | $80.0K | 0.17% | +2,000 | New |
| Quest Partners LLC | 1,723 | $68.9K | 0.01% | +1,610+1,424.8% | Added |
| Compagnie Lombard Odier SCmA | 1,600 | $64.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,506 | $60.3K | 0.00% | −801−34.7% | Reduced |
| Anfield Capital Management, LLC | 1,416 | $56.7K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 1,400 | $56.0K | 0.00% | +1,400 | New |
| CWM, LLC | 1,333 | $53.0K | 0.00% | +311+30.4% | Added |
| Danske Bank A/S | 1,300 | $52.0K | 0.00% | +1,300 | New |
| The PNC Financial Services Group, Inc. | 1,250 | $50.0K | 0.00% | −369−22.8% | Reduced |
| Ancora Advisors, LLC | 1,200 | $48.0K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,171 | $46.9K | 0.01% | +1,171 | New |
| GAMMA Investing LLC | 1,124 | $45.0K | 0.00% | −1,080−49.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,085 | $43.4K | 0.01% | +1,085 | 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 |
| BNP Paribas | 900 | $36.7K | 0.00% | +900 | New |
| Signaturefd, LLC | 893 | $35.7K | 0.00% | +13+1.5% | Added |
| Parallel Advisors, LLC | 891 | $35.6K | 0.00% | −240−21.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 869 | $34.8K | 0.00% | +158+22.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 865 | $34.6K | 0.01% | +865 | New |
| Shell Asset Management Co | 818 | $33.0K | 0.00% | +818 | New |
| Venturi Wealth Management, LLC | 816 | $32.6K | 0.00% | +176+27.5% | Added |
| Farther Finance Advisors, LLC | 710 | $28.4K | 0.00% | +21+3.0% | Added |
| Quadrant Capital Group LLC | 705 | $28.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 664 | $26.6K | 0.00% | −2,100−76.0% | Reduced |
| Fifth Third Bancorp | 600 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 989 | $23.3K | 0.00% | +550+125.3% | Added |
| Northwestern Mutual Wealth Management Co | 557 | $22.3K | 0.00% | +379+212.9% | Added |
| Jaffetilchin Investment Partners, LLC | 504 | $20.2K | 0.00% | +504 | New |
| IFP Advisors, Inc | 490 | $19.6K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 465 | $18.6K | 0.00% | −670−59.0% | Reduced |
| Geneos Wealth Management Inc. | 452 | $18.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 435 | $17.4K | 0.00% | −130−23.0% | Reduced |
| Fortitude Family Office, LLC | 414 | $16.6K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 350 | $14.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 335 | $13.4K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 315 | $12.6K | 0.01% | +315 | New |
| Optimum Investment Advisors | 310 | $12.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 308 | $12.3K | 0.00% | +308 | New |
| McMahon Financial Advisors, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $12.0K | 0.00% | +300 | New |
| Covestor Ltd | 308 | $12.0K | 0.01% | +1+0.3% | Added |
| PrairieView Partners, LLC | 300 | $12.0K | 0.00% | +300 | New |
| New Millennium Group LLC | 280 | $11.2K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 272 | $10.9K | 0.00% | +212+353.3% | Added |
| Elequin Capital LP | 267 | $10.7K | 0.00% | +267 | New |
| Lindbrook Capital, LLC | 264 | $10.6K | 0.00% | −55−17.2% | Reduced |
| Banque Cantonale Vaudoise | 215 | $9.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 214 | $8.56K | 0.00% | −7−3.2% | Reduced |
| Toth Financial Advisory Corp | 210 | $8.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 200 | $8.00K | 0.00% | +200 | New |
| Flaharty Asset Management, LLC | 200 | $8.00K | 0.00% | +200 | New |
| Rise Advisors, LLC | 190 | $7.60K | 0.00% | −20−9.5% | Reduced |
| GeoWealth Management, LLC | 190 | $7.60K | 0.00% | +190 | New |
| Allspring Global Investments Holdings, LLC | 189 | $7.56K | 0.00% | −11−5.5% | Reduced |
| Colonial Trust Advisors | 178 | $7.12K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 176 | $7.00K | 0.00% | −177−50.1% | Reduced |
| Allworth Financial LP | 174 | $6.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 166 | $6.64K | 0.00% | −89−34.9% | Reduced |
| Versant Capital Management, Inc | 161 | $6.44K | 0.00% | +37+29.8% | Added |
| GPS Wealth Strategies Group, LLC | 159 | $6.36K | 0.00% | −494−75.7% | Reduced |
| Cedar Mountain Advisors, LLC | 150 | $6.00K | 0.00% | +150 | New |
| Adirondack Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 145 | $5.80K | 0.00% | −9−5.8% | Reduced |
| CoreCap Advisors, LLC | 122 | $4.88K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $4.00K | 0.00% | +100 | New |
| Brown, Lisle/Cummings, Inc. | 90 | $3.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $3.60K | 0.00% | +55+157.1% | Added |
| Gordian Capital Singapore Pte Ltd | 81 | $3.24K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 79 | $3.16K | 0.00% | +79 | New |
| Painted Porch Advisors LLC | 76 | $3.04K | 0.00% | +8+11.8% | Added |
| Bessemer Group Inc | 70 | $3.00K | 0.00% | +70 | New |
| POM Investment Strategies, LLC | 73 | $2.92K | 0.00% | 00.0% | Unchanged |