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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 7,348 | $452.4K | 0.00% | +7,348 | New |
| Neuberger Berman Group LLC | 7,386 | $454.8K | 0.00% | −413−5.3% | Reduced |
| Federated Hermes, Inc. | 7,526 | $463.4K | 0.00% | +7,526 | New |
| Virtu Financial LLC | 7,895 | $486.0K | 0.03% | +7,895 | New |
| American Century Companies Inc | 7,950 | $489.5K | 0.00% | +7,950 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $492.1K | 0.16% | 00.0% | Unchanged |
| Marex Group plc | 7,994 | $492.2K | 0.01% | −2,752−25.6% | Reduced |
| Neo Ivy Capital Management | 8,019 | $493.0K | 0.10% | +8,019 | New |
| Ameritas Investment Partners, Inc. | 8,215 | $505.8K | 0.02% | +633+8.3% | Added |
| STRS Ohio | 8,300 | $511.0K | 0.00% | +6,900+492.9% | Added |
| Oxford Asset Management LLP | 8,412 | $517.9K | 0.23% | +8,412 | New |
| Newbridge Financial Services Group, Inc. | 8,662 | $533.3K | 0.14% | +143+1.7% | Added |
| Jennison Associates LLC | 9,099 | $560.2K | 0.00% | +9,099 | New |
| Kestra Advisory Services, LLC | 9,187 | $565.6K | 0.00% | +1,924+26.5% | Added |
| Prime Capital Investment Advisors, LLC | 9,563 | $588.8K | 0.01% | +189+2.0% | Added |
| Victory Capital Management Inc | 9,770 | $601.5K | 0.00% | +10+0.1% | Added |
| Crestline Management, LP | 10,004 | $615.9K | 0.02% | +364+3.8% | Added |
| Pictet Asset Management Holding SA | 10,326 | $635.8K | 0.00% | +1,749+20.4% | Added |
| Counterpoint Mutual Funds LLC | 10,339 | $636.6K | 0.08% | +10,339 | New |
| Versor Investments LP | 10,400 | $640.3K | 0.11% | +10,400 | New |
| XTX Topco Ltd | 10,454 | $643.7K | 0.05% | −223−2.1% | Reduced |
| US Bancorp | 10,704 | $659.0K | 0.00% | +1,672+18.5% | Added |
| Prudential Financial Inc | 10,803 | $665.1K | 0.00% | +4,688+76.7% | Added |
| Nisa Investment Advisors, LLC | 11,251 | $692.7K | 0.00% | −9,294−45.2% | Reduced |
| State of Wisconsin Investment Board | 11,301 | $695.8K | 0.00% | +5,340+89.6% | Added |
| Private Advisor Group, LLC | 11,332 | $697.7K | 0.00% | −4,416−28.0% | Reduced |
| Prakash Investment Advisors LLC | 11,475 | $706.5K | 0.70% | +11,475 | New |
| Magnetar Financial LLC | 11,602 | $714.3K | 0.02% | −9,268−44.4% | Reduced |
| Capital Advantage, Inc. | 11,625 | $715.8K | 0.13% | −107,496−90.2% | Reduced |
| Left Brain Wealth Management, LLC | 11,670 | $718.5K | 0.27% | +11,670 | New |
| Harbor Capital Advisors, Inc. | 11,721 | $722.0K | 0.03% | +1,303+12.5% | Added |
| Atomi Financial Group, Inc. | 12,333 | $759.3K | 0.04% | −46,410−79.0% | Reduced |
| Caption Management, LLC | 14,500 | $892.8K | 0.04% | +14,500 | New |
| Bristlecone Advisors, LLC | 14,520 | $894.0K | 0.07% | +8,066+125.0% | Added |
| Cetera Investment Advisers | 14,550 | $895.8K | 0.00% | −5,040−25.7% | Reduced |
| Janney Montgomery Scott LLC | 14,725 | $907.0K | 0.00% | +32+0.2% | Added |
| Harbour Investments, Inc. | 14,979 | $922.3K | 0.03% | −93−0.6% | Reduced |
| Banco Santander, S.A. | 15,000 | $923.5K | 0.01% | +15,000 | New |
| Kercheville Advisors, LLC | 15,050 | $926.6K | 0.36% | +5,000+49.8% | Added |
| Fieldview Capital Management, LLC | 15,425 | $949.7K | 0.15% | +15,425 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,093 | $956.1K | 0.00% | −337−2.3% | Reduced |
| Steel Peak Wealth Management LLC | 15,637 | $962.8K | 0.04% | −5,064−24.5% | Reduced |
| KLP Kapitalforvaltning AS | 15,900 | $979.0K | 0.00% | +15,900 | New |
| Aigen Investment Management, LP | 16,234 | $999.5K | 0.18% | +16,234 | New |
| Zweig-DiMenna Associates LLC | 16,319 | $1.00M | 0.08% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16,482 | $1.01M | 0.03% | +16,482 | New |
| Dynamic Technology Lab Private Ltd | 16,640 | $1.02M | 0.16% | +16,640 | New |
| Police & Firemen's Retirement System of New Jersey | 16,912 | $1.04M | 0.01% | +16,912 | New |
| Apollon Wealth Management, LLC | 16,978 | $1.05M | 0.02% | +1,547+10.0% | Added |
| Dimensional Fund Advisors LP | 17,067 | $1.05M | 0.00% | −8,188−32.4% | Reduced |
| Creative Planning | 17,932 | $1.10M | 0.00% | −5,206−22.5% | Reduced |
| Shelton Capital Management | 18,000 | $1.11M | 0.03% | −2,000−10.0% | Reduced |
| Gemmer Asset Management LLC | 18,015 | $1.11M | 0.11% | −446−2.4% | Reduced |
| Bank of Montreal | 18,072 | $1.11M | 0.00% | −355,651−95.2% | Reduced |
| Atria Wealth Solutions, Inc. | 19,009 | $1.17M | 0.01% | +12,378+186.7% | Added |
| Headlands Technologies LLC | 19,250 | $1.19M | 0.12% | −63,222−76.7% | Reduced |
| Handelsbanken Fonder AB | 19,400 | $1.19M | 0.00% | +4,500+30.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,693 | $1.21M | 0.00% | +3,209+19.5% | Added |
| Bayesian Capital Management, LP | 19,900 | $1.23M | 0.15% | +19,900 | New |
| Royal Bank of Canada | 19,999 | $1.23M | 0.00% | −5,025−20.1% | Reduced |
| Twin Tree Management, LP | 20,304 | $1.25M | 0.03% | +20,304 | New |
| State Board of Administration of Florida Retirement System | 20,496 | $1.26M | 0.00% | −80−0.4% | Reduced |
| Natixis Advisors, L.P. | 20,703 | $1.27M | 0.00% | +4,351+26.6% | Added |
| Comerica Bank | 21,196 | $1.31M | 0.01% | +19,046+885.9% | Added |
| Boston Private Wealth LLC | 21,210 | $1.31M | 0.02% | +21,210 | New |
| WMG Financial Advisors, LLC | 21,212 | $1.31M | 0.56% | −22,895−51.9% | Reduced |
| SEI Investments Co | 21,694 | $1.34M | 0.00% | +11,982+123.4% | Added |
| Landscape Capital Management, L.L.C. | 21,775 | $1.34M | 0.14% | +4,613+26.9% | Added |
| Arizona State Retirement System | 22,061 | $1.36M | 0.01% | +552+2.6% | Added |
| ProShare Advisors LLC | 22,114 | $1.36M | 0.00% | +7,557+51.9% | Added |
| Mariner, LLC | 22,440 | $1.38M | 0.00% | +20+0.1% | Added |
| Voya Investment Management LLC | 23,067 | $1.42M | 0.00% | −1,868−7.5% | Reduced |
| Advisor Group Holdings, Inc. | 23,619 | $1.45M | 0.00% | −1,246−5.0% | Reduced |
| Voleon Capital Management LP | 23,706 | $1.46M | 0.11% | +23,706 | New |
| Oppenheimer Asset Management Inc. | 24,030 | $1.48M | 0.02% | +3,379+16.4% | Added |
| CTC LLC | 24,151 | $1.49M | 0.15% | +24,151 | New |
| Mercer Global Advisors Inc | 24,399 | $1.50M | 0.00% | −2,989−10.9% | Reduced |
| Gryphon Financial Partners LLC | 24,504 | $1.51M | 0.22% | −496−2.0% | Reduced |
| New York State Common Retirement Fund | 24,522 | $1.51M | 0.00% | −1,504−5.8% | Reduced |
| Wolverine Trading, LLC | 24,545 | $1.55M | 0.03% | −44,122−64.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,417 | $1.63M | 0.01% | −20,901−44.2% | Reduced |
| Zacks Investment Management | 26,742 | $1.65M | 0.02% | +26,742 | New |
| Truist Financial Corp | 27,113 | $1.67M | 0.00% | +4,567+20.3% | Added |
| Nomura Holdings Inc | 27,986 | $1.72M | 0.01% | +27,986 | New |
| State of New Jersey Common Pension Fund D | 29,552 | $1.82M | 0.01% | −16,417−35.7% | Reduced |
| Maxi Investments CY Ltd | 29,600 | $1.82M | 0.35% | +5,200+21.3% | Added |
| Jefferies Financial Group Inc. | 30,173 | $1.86M | 0.02% | +30,173 | New |
| Ensign Peak Advisors, Inc | 31,100 | $1.91M | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 31,195 | $1.92M | 0.16% | −13,561−30.3% | Reduced |
| Los Angeles Capital Management LLC | 31,298 | $1.93M | 0.01% | +22,946+274.7% | Added |
| Janus Henderson Group PLC | 32,396 | $1.99M | 0.00% | +6,343+24.3% | Added |
| Quantbot Technologies LP | 32,453 | $2.00M | 0.07% | −65,705−66.9% | Reduced |
| Citadel Advisors LLC | 32,700 | $2.01M | 0.00% | −494,249−93.8% | Reduced |
| Cubist Systematic Strategies, LLC | 32,842 | $2.02M | 0.03% | −353,139−91.5% | Reduced |
| Union Bancaire Privee, UBP SA | 32,842 | $2.06M | 0.04% | +32,842 | New |
| Legacy Capital Group California, Inc. | 33,704 | $2.08M | 0.63% | −476−1.4% | Reduced |
| Walleye Capital LLC | 35,324 | $2.17M | 0.02% | −56,253−61.4% | Reduced |
| Coastal Bridge Advisors, LLC | 35,588 | $2.19M | 0.55% | −100−0.3% | Reduced |
| Bailard, Inc. | 38,759 | $2.39M | 0.06% | +212+0.5% | Added |
| Corebridge Financial, Inc. | 39,041 | $2.40M | 0.01% | −2,146−5.2% | Reduced |