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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 348 | $21.4K | 0.01% | −517−59.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 350 | $21.6K | 0.02% | +350 | New |
| Geneos Wealth Management Inc. | 352 | $21.7K | 0.00% | −100−22.1% | Reduced |
| Y.D. More Investments Ltd | 370 | $22.8K | 0.00% | +370 | New |
| Elequin Capital LP | 390 | $24.0K | 0.00% | +123+46.1% | Added |
| The PNC Financial Services Group, Inc. | 402 | $24.8K | 0.00% | −848−67.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 418 | $25.7K | 0.00% | −139−25.0% | Reduced |
| IFP Advisors, Inc | 427 | $26.3K | 0.00% | −63−12.9% | Reduced |
| Fortitude Family Office, LLC | 437 | $26.9K | 0.01% | +23+5.6% | Added |
| Steward Partners Investment Advisory, LLC | 485 | $29.9K | 0.00% | +50+11.5% | Added |
| Rakuten Securities, Inc. | 496 | $30.5K | 0.01% | +496 | New |
| Point72 (DIFC) Ltd | 510 | $31.4K | 0.00% | −6,302−92.5% | Reduced |
| Virtus Fund Advisers, LLC | 518 | $31.9K | 0.10% | +518 | New |
| Fifth Third Bancorp | 600 | $36.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 705 | $43.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 809 | $49.8K | 0.00% | −7−0.9% | Reduced |
| Shell Asset Management Co | 818 | $50.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 857 | $53.0K | 0.00% | −1,695−66.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 869 | $53.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 882 | $54.3K | 0.00% | +172+24.2% | Added |
| Signaturefd, LLC | 908 | $55.9K | 0.00% | +15+1.7% | Added |
| Parallel Advisors, LLC | 936 | $57.6K | 0.00% | +45+5.1% | Added |
| Caitong International Asset Management Co., Ltd | 943 | $58.1K | 0.06% | +943 | New |
| Russell Investments Group, Ltd. | 971 | $59.8K | 0.00% | +699+257.0% | Added |
| Albion Financial Group | 1,000 | $61.6K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,174 | $79.8K | 0.00% | −332−22.0% | Reduced |
| CWM, LLC | 1,335 | $82.0K | 0.00% | +2+0.2% | Added |
| GAMMA Investing LLC | 1,348 | $83.0K | 0.01% | +224+19.9% | Added |
| Anfield Capital Management, LLC | 1,416 | $87.2K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,520 | $93.6K | 0.00% | +1,520 | New |
| R Squared Ltd | 1,560 | $96.0K | 0.09% | +1,560 | New |
| Ancora Advisors, LLC | 1,575 | $97.0K | 0.00% | +375+31.3% | Added |
| GWM Advisors LLC | 1,664 | $102.5K | 0.00% | +1,000+150.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,605 | $109.0K | 0.00% | +1,605 | New |
| Wolverine Asset Management LLC | 1,866 | $114.9K | 0.00% | +1,866 | New |
| Castleview Partners, LLC | 1,914 | $116.4K | 0.06% | −257−11.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,271 | $139.8K | 0.00% | −1,550−40.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,510 | $155.0K | 0.00% | +2,510 | New |
| Amalgamated Bank | 2,607 | $161.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,014 | $185.6K | 0.02% | +530+21.3% | Added |
| Westside Investment Management, Inc. | 3,050 | $187.8K | 0.04% | −600−16.4% | Reduced |
| KBC Group NV | 3,088 | $190.0K | 0.00% | +467+17.8% | Added |
| SLT Holdings LLC | 3,250 | $200.1K | 0.19% | +3,250 | New |
| Nebula Research & Development LLC | 3,259 | $200.7K | 0.02% | −2,839−46.6% | Reduced |
| Bridgefront Capital, LLC | 3,259 | $200.7K | 0.07% | +3,259 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,165 | $202.8K | 0.00% | −3,896−55.2% | Reduced |
| GWN Securities Inc. | 3,110 | $204.9K | 0.05% | +3,110 | New |
| Foundations Investment Advisors, LLC | 3,368 | $207.4K | 0.00% | +3,368 | New |
| Blueshift Asset Management, LLC | 3,389 | $208.7K | 0.08% | +3,389 | New |
| Cerity Partners LLC | 3,640 | $208.7K | 0.00% | +3,640 | New |
| Keudell/Morrison Wealth Management | 3,450 | $212.4K | 0.06% | +3,450 | New |
| Wealthcare Advisory Partners LLC | 3,552 | $218.7K | 0.01% | +3,552 | New |
| Blair William & Co | 3,600 | $221.7K | 0.00% | +3,600 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,642 | $224.2K | 0.00% | +3,642 | New |
| Commerce Bank | 3,675 | $226.3K | 0.00% | +3,675 | New |
| Vontobel Holding Ltd. | 3,800 | $234.0K | 0.00% | +3,800 | New |
| Integrated Wealth Concepts LLC | 4,065 | $250.3K | 0.00% | +4,065 | New |
| Atria Investments LLC | 4,222 | $259.9K | 0.00% | +4,222 | New |
| Orion Capital Management LLC | 4,260 | $262.3K | 0.12% | −1,300−23.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,372 | $269.2K | 0.01% | −8,409−65.8% | Reduced |
| Merit Financial Group, LLC | 4,396 | $270.7K | 0.00% | +4,396 | New |
| Advisory Services Network, LLC | 4,554 | $280.4K | 0.01% | −7,858−63.3% | Reduced |
| Summit Financial Strategies, Inc. | 4,561 | $280.8K | 0.03% | −5,838−56.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,614 | $284.1K | 0.00% | +4,614 | New |
| Entropy Technologies, LP | 4,617 | $284.3K | 0.03% | −23,157−83.4% | Reduced |
| Perennial Investment Advisors, LLC | 4,620 | $284.4K | 0.03% | +4,620 | New |
| Tradition Wealth Management, LLC | 4,718 | $290.5K | 0.03% | +4,718 | New |
| Credit Agricole S A | 4,726 | $291.0K | 0.00% | +4,726 | New |
| GTS Securities LLC | 4,753 | $292.6K | 0.01% | +4,753 | New |
| CIBC World Markets Inc. | 4,817 | $297.0K | 0.00% | +4,817 | New |
| Prelude Capital Management, LLC | 4,848 | $298.5K | 0.03% | −9,812−66.9% | Reduced |
| Independent Advisor Alliance | 4,942 | $304.3K | 0.00% | −214−4.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 5,013 | $308.6K | 0.11% | −189−3.6% | Reduced |
| Gotham Asset Management, LLC | 5,082 | $312.9K | 0.00% | −81−1.6% | Reduced |
| EMC Capital Management | 5,100 | $314.0K | 0.18% | −14,900−74.5% | Reduced |
| Symmetry Partners, LLC | 5,100 | $314.0K | 0.04% | +5,100 | New |
| AdvisorNet Financial, Inc | 5,165 | $318.0K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,176 | $318.7K | 0.06% | +5,176 | New |
| O'Shaughnessy Asset Management, LLC | 5,219 | $321.3K | 0.00% | +5,219 | New |
| Virtus Investment Advisers, Inc. | 5,400 | $332.5K | 0.26% | +5,400 | New |
| International Assets Investment Management, LLC | 5,554 | $337.7K | 0.03% | −227,704−97.6% | Reduced |
| Jones Financial Companies LLLP | 5,511 | $339.3K | 0.00% | +167+3.1% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $340.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 5,526 | $340.2K | 0.01% | +131+2.4% | Added |
| Stratos Wealth Partners, LTD. | 5,663 | $348.7K | 0.00% | −2,700−32.3% | Reduced |
| Cresset Asset Management, LLC | 5,749 | $354.0K | 0.00% | −15,795−73.3% | Reduced |
| Xponance, Inc. | 5,770 | $355.3K | 0.00% | +678+13.3% | Added |
| Synergy Financial Group, LTD | 5,793 | $356.7K | 0.30% | −651−10.1% | Reduced |
| Sequoia Financial Advisors, LLC | 5,939 | $365.7K | 0.00% | +64+1.1% | Added |
| Bayforest Capital Ltd | 5,963 | $367.1K | 0.46% | +5,963 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $369.9K | 0.17% | −1,000−14.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 6,050 | $372.5K | 0.11% | +6,050 | New |
| QRG Capital Management, Inc. | 6,083 | $374.5K | 0.00% | −221−3.5% | Reduced |
| FMR LLC | 6,263 | $385.6K | 0.00% | −472−7.0% | Reduced |
| Principal Financial Group Inc | 6,685 | $411.6K | 0.00% | −472−6.6% | Reduced |
| Sherbrooke Park Advisers LLC | 6,701 | $412.6K | 0.13% | +6,701 | New |
| Prosperity Wealth Management, Inc. | 6,965 | $428.8K | 0.18% | −205−2.9% | Reduced |
| Intellectus Partners, LLC | 7,050 | $434.1K | 0.10% | −650−8.4% | Reduced |
| Inspire Advisors, LLC | 7,197 | $443.1K | 0.05% | −263−3.5% | Reduced |
| Ieq Capital, LLC | 7,213 | $444.1K | 0.00% | +707+10.9% | Added |