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, Q4 2024
Institutional positions in Upstart Holdings, Inc. as of Dec 31, 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
- 391
- +47 vs. Q3 2024
- Shares held
- 58.3M
- +8.59M (+17.3%) vs. Q3 2024
- Total value
- $3.59B
- +$1.61B (+81.3%) vs. Q3 2024
- New holders
- 105
- 116 more added
- Sold out
- 58
- 109 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,793,452 | $479.8M | 0.01% | +369,640+5.0% | Added |
| BlackRock, Inc. | 6,311,589 | $388.6M | 0.01% | +524,896+9.1% | Added |
| D. E. Shaw & Co., Inc. | 3,287,759 | $202.4M | 0.22% | +973,502+42.1% | Added |
| Morgan Stanley | 2,632,809 | $162.1M | 0.01% | +1,204,660+84.4% | Added |
| Goldman Sachs Group Inc | 2,413,354 | $148.6M | 0.03% | +706,722+41.4% | Added |
| State Street Corp | 2,031,504 | $125.1M | 0.00% | −233,867−10.3% | Reduced |
| Two Sigma Investments, LP | 1,922,770 | $118.4M | 0.27% | +321,366+20.1% | Added |
| Fred Alger Management, LLC | 1,915,121 | $117.9M | 0.56% | +668,282+53.6% | Added |
| Geode Capital Management, LLC | 1,846,438 | $113.7M | 0.01% | +29,664+1.6% | Added |
| Two Sigma Advisers, LP | 1,709,300 | $105.2M | 0.24% | +1,120,300+190.2% | Added |
| BNP Paribas Arbitrage, SA | 1,573,211 | $96.9M | 0.07% | +1,573,211 | New |
| Renaissance Technologies LLC | 1,379,900 | $85.0M | 0.13% | +308,200+28.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,153,331 | $71.0M | 0.15% | −7,563−0.7% | Reduced |
| Marshall Wace, LLP | 1,061,512 | $65.4M | 0.08% | +796,252+300.2% | Added |
| Voloridge Investment Management, LLC | 1,026,860 | $63.2M | 0.22% | −315,850−23.5% | Reduced |
| Summit Partners Public Asset Management, LLC | 983,000 | $60.5M | 2.03% | +523,000+113.7% | Added |
| Bank of America Corp | 960,754 | $59.2M | 0.01% | +20,236+2.2% | Added |
| Northern Trust Corp | 782,557 | $48.2M | 0.01% | +109,164+16.2% | Added |
| JPMorgan Chase & Co | 723,306 | $44.5M | 0.00% | +164,107+29.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 709,705 | $43.7M | 0.17% | +709,705 | New |
| Invesco Ltd. | 709,684 | $43.7M | 0.01% | +637,706+886.0% | Added |
| Driehaus Capital Management LLC | 708,450 | $43.6M | 0.36% | +250,223+54.6% | Added |
| Charles Schwab Investment Management Inc | 657,118 | $40.5M | 0.01% | +14,242+2.2% | Added |
| Qube Research & Technologies Ltd | 605,022 | $37.3M | 0.06% | +293,745+94.4% | Added |
| Trexquant Investment LP | 596,389 | $36.7M | 0.43% | +180,204+43.3% | Added |
| Man Group plc | 592,243 | $36.5M | 0.11% | +592,243 | New |
| UBS Group AG | 562,044 | $34.6M | 0.01% | +92,780+19.8% | Added |
| Susquehanna International Group, LLP | 532,129 | $32.8M | 0.05% | −1,379,420−72.2% | Reduced |
| Squarepoint Ops LLC | 458,965 | $28.3M | 0.07% | +458,965 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 455,168 | $28.0M | 0.13% | −270,414−37.3% | Reduced |
| Nuveen Asset Management, LLC | 440,294 | $27.1M | 0.01% | −26,442−5.7% | Reduced |
| Norges Bank | 408,612 | $25.2M | 0.00% | +156,527+62.1% | Added |
| Pathstone Holdings, LLC | 396,096 | $24.9M | 0.11% | −312−0.1% | Reduced |
| Barclays PLC | 399,625 | $24.6M | 0.01% | −810,098−67.0% | Reduced |
| Citigroup Inc | 356,640 | $22.0M | 0.02% | +249,796+233.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 349,060 | $21.5M | 0.07% | −521,887−59.9% | Reduced |
| Engineers Gate Manager LP | 280,009 | $17.2M | 0.30% | +128,070+84.3% | Added |
| Jane Street Group, LLC | 279,027 | $17.2M | 0.03% | +166,344+147.6% | Added |
| Bank of New York Mellon Corp | 274,482 | $16.9M | 0.00% | +58,887+27.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 262,000 | $16.1M | 0.03% | +262,000 | New |
| Azora Capital LP | 221,480 | $13.6M | 0.61% | −108,275−32.8% | Reduced |
| Millennium Management LLC | 218,307 | $13.4M | 0.01% | −190,198−46.6% | Reduced |
| HSBC Holdings PLC | 190,293 | $11.9M | 0.01% | +180,996+1,946.8% | Added |
| Jump Financial, LLC | 167,037 | $10.3M | 0.22% | +147,608+759.7% | Added |
| Hidden Lake Asset Management LP | 161,830 | $9.96M | 6.80% | +83,570+106.8% | Added |
| Swiss National Bank | 149,700 | $9.22M | 0.01% | +3,800+2.6% | Added |
| UBS Asset Management Americas Inc | 145,730 | $8.97M | 0.00% | +35,315+32.0% | Added |
| Toroso Investments, LLC | 140,705 | $8.66M | 0.07% | −192,758−57.8% | Reduced |
| IMC-Chicago, LLC | 137,242 | $8.45M | 0.23% | +120,243+707.4% | Added |
| National Bank of Canada | 135,709 | $8.36M | 0.01% | +130,726+2,623.4% | Added |
| First Trust Advisors LP | 133,282 | $8.21M | 0.01% | −67,821−33.7% | Reduced |
| Bank of Nova Scotia | 123,191 | $7.58M | 0.01% | +123,191 | New |
| Raymond James Financial Inc | 121,740 | $7.50M | 0.00% | +121,740 | New |
| Rhumbline Advisers | 112,147 | $6.90M | 0.01% | +3,922+3.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,065 | $6.90M | 0.01% | +112,065 | New |
| Verition Fund Management LLC | 105,614 | $6.50M | 0.03% | −26,828−20.3% | Reduced |
| Agf Management Ltd | 93,126 | $5.73M | 0.03% | +93,126 | New |
| Alliancebernstein L.P. | 90,910 | $5.60M | 0.00% | −12,517−12.1% | Reduced |
| Capital Fund Management S.A. | 89,018 | $5.48M | 0.05% | +89,018 | New |
| Deutsche Bank AG | 87,590 | $5.39M | 0.00% | +916+1.1% | Added |
| EAM Investors, LLC | 85,556 | $5.27M | 0.75% | +85,556 | New |
| LPL Financial LLC | 83,719 | $5.15M | 0.00% | +23,324+38.6% | Added |
| Quantinno Capital Management LP | 78,023 | $4.80M | 0.05% | −921−1.2% | Reduced |
| Legal & General Group Plc | 77,620 | $4.78M | 0.00% | +615+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 75,000 | $4.62M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 71,330 | $4.39M | 0.01% | +503+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 70,160 | $4.32M | 0.07% | +70,160 | New |
| Brevan Howard Capital Management LP | 69,057 | $4.25M | 0.11% | −11,510−14.3% | Reduced |
| ExodusPoint Capital Management, LP | 65,992 | $4.06M | 0.04% | +65,992 | New |
| Ameriprise Financial Inc | 64,277 | $3.96M | 0.00% | +48,427+305.5% | Added |
| Liontrust Investment Partners LLP | 63,566 | $3.91M | 0.06% | −226,434−78.1% | Reduced |
| Hillsdale Investment Management Inc. | 62,600 | $3.85M | 0.19% | +62,600 | New |
| Wells Fargo & Company | 60,768 | $3.74M | 0.00% | +12,762+26.6% | Added |
| Envestnet Asset Management Inc | 59,211 | $3.65M | 0.00% | +4,826+8.9% | Added |
| Aristeia Capital LLC | 56,700 | $3.49M | 0.13% | +56,700 | New |
| Price T Rowe Associates Inc | 56,356 | $3.47M | 0.00% | +8,155+16.9% | Added |
| Tyler-Stone Wealth Management | 54,834 | $3.38M | 0.60% | −700−1.3% | Reduced |
| Hel Ved Capital Management Ltd | 51,940 | $3.20M | 0.98% | +51,940 | New |
| Twinbeech Capital LP | 51,425 | $3.17M | 0.05% | −108,923−67.9% | Reduced |
| AQR Capital Management LLC | 51,042 | $3.14M | 0.00% | +12,154+31.3% | Added |
| Algert Global LLC | 50,606 | $3.12M | 0.07% | +31,596+166.2% | Added |
| Tudor Investment Corp Et Al | 49,565 | $3.05M | 0.03% | +49,565 | New |
| MetLife Investment Management | 47,161 | $2.90M | 0.02% | +2,448+5.5% | Added |
| Schonfeld Strategic Advisors LLC | 45,725 | $2.82M | 0.02% | +33,465+273.0% | Added |
| Commonwealth Equity Services, LLC | 43,579 | $2.68M | 0.00% | +3,093+7.6% | Added |
| Intech Investment Management LLC | 43,395 | $2.67M | 0.03% | +19,927+84.9% | Added |
| Manchester Capital Management LLC | 43,392 | $2.67M | 0.31% | −299−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 43,247 | $2.66M | 0.00% | −654−1.5% | Reduced |
| MML Investors Services, LLC | 41,986 | $2.58M | 0.01% | −1,926−4.4% | Reduced |
| Miracle Mile Advisors, LLC | 40,440 | $2.49M | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 39,455 | $2.43M | 0.01% | −18,336−31.7% | Reduced |
| Corebridge Financial, Inc. | 39,041 | $2.40M | 0.01% | −2,146−5.2% | Reduced |
| Bailard, Inc. | 38,759 | $2.39M | 0.06% | +212+0.5% | Added |
| Coastal Bridge Advisors, LLC | 35,588 | $2.19M | 0.55% | −100−0.3% | Reduced |
| Walleye Capital LLC | 35,324 | $2.17M | 0.02% | −56,253−61.4% | Reduced |
| Legacy Capital Group California, Inc. | 33,704 | $2.08M | 0.63% | −476−1.4% | Reduced |
| Union Bancaire Privee, UBP SA | 32,842 | $2.06M | 0.04% | +32,842 | New |
| Cubist Systematic Strategies, LLC | 32,842 | $2.02M | 0.03% | −353,139−91.5% | Reduced |
| Citadel Advisors LLC | 32,700 | $2.01M | 0.00% | −494,249−93.8% | Reduced |
| Quantbot Technologies LP | 32,453 | $2.00M | 0.07% | −65,705−66.9% | Reduced |