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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.

Q4 2024 vs. Q3 2024

How the institutions holding Upstart Holdings, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of UPST: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3495391+47
Shares49.9M161.5K58.3M+8.59M (+17.3%)
Value$1.99B$6.46M$3.59B+$1.61B (+81.3%)

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 105 by value.

Institutions new to UPST in Q4 2024
InstitutionSharesValue% of portfolio
BNP Paribas Arbitrage, SA1,573,211$96.9M0.07%
Fuller & Thaler Asset Management, Inc.709,705$43.7M0.17%
Man Group plc592,243$36.5M0.11%
Squarepoint Ops LLC458,965$28.3M0.07%
Healthcare of Ontario Pension Plan Trust Fund262,000$16.1M0.03%
Bank of Nova Scotia123,191$7.58M0.01%
Raymond James Financial Inc121,740$7.50M0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH112,065$6.90M0.01%
Agf Management Ltd93,126$5.73M0.03%
Capital Fund Management S.A.89,018$5.48M0.05%
EAM Investors, LLC85,556$5.27M0.75%
Susquehanna Fundamental Investments, LLC70,160$4.32M0.07%
ExodusPoint Capital Management, LP65,992$4.06M0.04%
Hillsdale Investment Management Inc.62,600$3.85M0.19%
Aristeia Capital LLC56,700$3.49M0.13%
Hel Ved Capital Management Ltd51,940$3.20M0.98%
Tudor Investment Corp Et Al49,565$3.05M0.03%
Union Bancaire Privee, UBP SA32,842$2.06M0.04%
Jefferies Financial Group Inc.30,173$1.86M0.02%
Nomura Holdings Inc27,986$1.72M0.01%
Zacks Investment Management26,742$1.65M0.02%
CTC LLC24,151$1.49M0.15%
Voleon Capital Management LP23,706$1.46M0.11%
Boston Private Wealth LLC21,210$1.31M0.02%
Twin Tree Management, LP20,304$1.25M0.03%
Bayesian Capital Management, LP19,900$1.23M0.15%
Police & Firemen's Retirement System of New Jersey16,912$1.04M0.01%
Dynamic Technology Lab Private Ltd16,640$1.02M0.16%
SBI Securities Co., Ltd.16,482$1.01M0.03%
Aigen Investment Management, LP16,234$999.5K0.18%
KLP Kapitalforvaltning AS15,900$979.0K0.00%
Fieldview Capital Management, LLC15,425$949.7K0.15%
Banco Santander, S.A.15,000$923.5K0.01%
Caption Management, LLC14,500$892.8K0.04%
Left Brain Wealth Management, LLC11,670$718.5K0.27%
Prakash Investment Advisors LLC11,475$706.5K0.70%
Versor Investments LP10,400$640.3K0.11%
Counterpoint Mutual Funds LLC10,339$636.6K0.08%
Jennison Associates LLC9,099$560.2K0.00%
Oxford Asset Management LLP8,412$517.9K0.23%
Neo Ivy Capital Management8,019$493.0K0.10%
American Century Companies Inc7,950$489.5K0.00%
Virtu Financial LLC7,895$486.0K0.03%
Federated Hermes, Inc.7,526$463.4K0.00%
CIBC World Markets Corp7,348$452.4K0.00%
Sherbrooke Park Advisers LLC6,701$412.6K0.13%
Mandatum Life Insurance Co Ltd6,050$372.5K0.11%
Bayforest Capital Ltd5,963$367.1K0.46%
Virtus Investment Advisers, Inc.5,400$332.5K0.26%
O'Shaughnessy Asset Management, LLC5,219$321.3K0.00%
Fox Run Management, L.L.C.5,176$318.7K0.06%
Symmetry Partners, LLC5,100$314.0K0.04%
CIBC World Markets Inc.4,817$297.0K0.00%
GTS Securities LLC4,753$292.6K0.01%
Credit Agricole S A4,726$291.0K0.00%
Tradition Wealth Management, LLC4,718$290.5K0.03%
Perennial Investment Advisors, LLC4,620$284.4K0.03%
Wealth Enhancement Advisory Services, LLC4,614$284.1K0.00%
Merit Financial Group, LLC4,396$270.7K0.00%
Atria Investments LLC4,222$259.9K0.00%
Integrated Wealth Concepts LLC4,065$250.3K0.00%
Vontobel Holding Ltd.3,800$234.0K0.00%
Commerce Bank3,675$226.3K0.00%
Mitsubishi UFJ Trust & Banking Corp3,642$224.2K0.00%
Blair William & Co3,600$221.7K0.00%
Wealthcare Advisory Partners LLC3,552$218.7K0.01%
Keudell/Morrison Wealth Management3,450$212.4K0.06%
Cerity Partners LLC3,640$208.7K0.00%
Blueshift Asset Management, LLC3,389$208.7K0.08%
Foundations Investment Advisors, LLC3,368$207.4K0.00%
GWN Securities Inc.3,110$204.9K0.05%
Bridgefront Capital, LLC3,259$200.7K0.07%
SLT Holdings LLC3,250$200.1K0.19%
BI Asset Management Fondsmaeglerselskab A/S2,510$155.0K0.00%
Wolverine Asset Management LLC1,866$114.9K0.00%
Bank Julius Baer & Co. Ltd, Zurich1,605$109.0K0.00%
R Squared Ltd1,560$96.0K0.09%
Advisors Asset Management, Inc.1,520$93.6K0.00%
Caitong International Asset Management Co., Ltd943$58.1K0.06%
Virtus Fund Advisers, LLC518$31.9K0.10%
Rakuten Securities, Inc.496$30.5K0.01%
Y.D. More Investments Ltd370$22.8K0.00%
Quest 10 Wealth Builders, Inc.350$21.6K0.02%
Wood Tarver Financial Group, LLC300$18.0K0.01%
Transce3nd, LLC224$14.1K0.00%
MAI Capital Management204$12.6K0.00%
Dogwood Wealth Management LLC165$10.2K0.01%
Hopwood Financial Services, Inc.163$10.0K0.01%
Private Trust Co NA129$7.94K0.00%
Cullen/Frost Bankers, Inc.122$7.51K0.00%
New Wave Wealth Advisors LLC93$5.73K0.00%
UMA Financial Services, Inc.90$5.54K0.00%
Hanseatic Management Services Inc88$5.42K0.01%
Sunbelt Securities, Inc.60$3.80K0.00%
Skopos Labs, Inc.50$3.08K0.00%
Carolina Wealth Advisors, LLC25$1.54K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.21$1.29K0.00%
Spire Wealth Management15$9240.00%
JNBA Financial Advisors10$6160.00%
Murphy & Mullick Capital Management Corp10$6160.00%

Sold out (58)

Institutions that held Upstart Holdings, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of UPST in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Simplex Trading, LLC264,883$10.6M
Kodai Capital Management LP182,126$7.29M
HRT Financial LP75,688$3.03M
J. Goldman & Co LP64,519$2.58M
Two Sigma Securities, LLC59,174$2.37M
Seven Eight Capital, LP56,233$2.25M
Aquatic Capital Management LLC51,200$2.05M
Centiva Capital, LP36,123$1.45M
Baader Bank INC34,229$1.33M
BIT Capital GmbH25,871$1.04M
Qsemble Capital Management, LP22,637$905.7K
Edgestream Partners, L.P.18,159$726.5K
HAP Trading, LLC17,792$711.9K
Altshuler Shaham Ltd17,400$696.2K
Boothbay Fund Management, LLC17,238$689.7K
Quadrature Capital Ltd16,905$676.2K
Occudo Quantitative Strategies LP16,263$650.7K
Prospera Financial Services Inc15,213$608.6K
Fiducient Advisors LLC14,000$560.1K
Graham Capital Management, L.P.10,778$431.2K
Y-Intercept (Hong Kong) Ltd10,759$430.5K
Parallax Volatility Advisers, L.P.9,011$360.5K
Keebeck Alpha, LP8,660$346.5K
PMC FIG Opportunities LLC7,762$310.6K
Twin Peaks Wealth Advisors, LLC5,333$213.4K
Walleye Trading LLC5,266$210.7K
FORA Capital, LLC5,049$202.0K
IPG Investment Advisors LLC5,000$200.1K
SG Americas Securities, LLC4,134$165.0K
Acadian Asset Management LLC4,053$162.0K
Point72 Hong Kong Ltd2,559$102.4K
West Tower Group, LLC2,000$80.0K
Compagnie Lombard Odier SCmA1,600$64.0K
Reuter James Wealth Management, LLC1,171$46.9K
Indiana Trust & Investment Management CO1,085$43.4K
Hollencrest Capital Management1,000$40.0K
BNP Paribas900$36.7K
Ronald Blue Trust, Inc.989$23.3K
Jaffetilchin Investment Partners, LLC504$20.2K
Storebrand Asset Management AS465$18.6K
Hobbs Group Advisors, LLC350$14.0K
Aster Capital Management (DIFC) Ltd308$12.3K
McMahon Financial Advisors, LLC300$12.0K
Flaharty Asset Management, LLC200$8.00K
Allspring Global Investments Holdings, LLC189$7.56K
Colonial Trust Advisors178$7.12K
Trust Co of Vermont100$4.00K
Brown, Lisle/Cummings, Inc.90$3.60K
Arcadia Investment Management Corp65$2.60K
Capital Performance Advisors LLP62$2.48K
Global Wealth Strategies & Associates40$1.60K
St Germain D J Co Inc30$1.20K
Nemes Rush Group LLC31$834
Global Financial Private Client, LLC15$600
Abound Wealth Management10$401
Parkside Financial Bank & Trust7$281
Natixis6$240
Flputnam Investment Management Co950–

Not filed for Q4 2024 yet (5)

Institutions that held Upstart Holdings, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.86,359$3.46M
LifePro Asset Management50,179$2.01M
PEAK6 Investments LLC18,043$721.9K
Raymond James & Associates6,727$269.1K
Banque Cantonale Vaudoise215$9.00K