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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 39,455 | $2.43M | 0.01% | −18,336−31.7% | Reduced |
| Miracle Mile Advisors, LLC | 40,440 | $2.49M | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 41,986 | $2.58M | 0.01% | −1,926−4.4% | Reduced |
| Manufacturers Life Insurance Company, The | 43,247 | $2.66M | 0.00% | −654−1.5% | Reduced |
| Manchester Capital Management LLC | 43,392 | $2.67M | 0.31% | −299−0.7% | Reduced |
| Intech Investment Management LLC | 43,395 | $2.67M | 0.03% | +19,927+84.9% | Added |
| Commonwealth Equity Services, LLC | 43,579 | $2.68M | 0.00% | +3,093+7.6% | Added |
| Schonfeld Strategic Advisors LLC | 45,725 | $2.82M | 0.02% | +33,465+273.0% | Added |
| MetLife Investment Management | 47,161 | $2.90M | 0.02% | +2,448+5.5% | Added |
| Tudor Investment Corp Et Al | 49,565 | $3.05M | 0.03% | +49,565 | New |
| Algert Global LLC | 50,606 | $3.12M | 0.07% | +31,596+166.2% | Added |
| AQR Capital Management LLC | 51,042 | $3.14M | 0.00% | +12,154+31.3% | Added |
| Twinbeech Capital LP | 51,425 | $3.17M | 0.05% | −108,923−67.9% | Reduced |
| Hel Ved Capital Management Ltd | 51,940 | $3.20M | 0.98% | +51,940 | New |
| Tyler-Stone Wealth Management | 54,834 | $3.38M | 0.60% | −700−1.3% | Reduced |
| Price T Rowe Associates Inc | 56,356 | $3.47M | 0.00% | +8,155+16.9% | Added |
| Aristeia Capital LLC | 56,700 | $3.49M | 0.13% | +56,700 | New |
| Envestnet Asset Management Inc | 59,211 | $3.65M | 0.00% | +4,826+8.9% | Added |
| Wells Fargo & Company | 60,768 | $3.74M | 0.00% | +12,762+26.6% | Added |
| Hillsdale Investment Management Inc. | 62,600 | $3.85M | 0.19% | +62,600 | New |
| Liontrust Investment Partners LLP | 63,566 | $3.91M | 0.06% | −226,434−78.1% | Reduced |
| Ameriprise Financial Inc | 64,277 | $3.96M | 0.00% | +48,427+305.5% | Added |
| ExodusPoint Capital Management, LP | 65,992 | $4.06M | 0.04% | +65,992 | New |
| Brevan Howard Capital Management LP | 69,057 | $4.25M | 0.11% | −11,510−14.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 70,160 | $4.32M | 0.07% | +70,160 | New |
| California State Teachers Retirement System | 71,330 | $4.39M | 0.01% | +503+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 75,000 | $4.62M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 77,620 | $4.78M | 0.00% | +615+0.8% | Added |
| Quantinno Capital Management LP | 78,023 | $4.80M | 0.05% | −921−1.2% | Reduced |
| LPL Financial LLC | 83,719 | $5.15M | 0.00% | +23,324+38.6% | Added |
| EAM Investors, LLC | 85,556 | $5.27M | 0.75% | +85,556 | New |
| Deutsche Bank AG | 87,590 | $5.39M | 0.00% | +916+1.1% | Added |
| Capital Fund Management S.A. | 89,018 | $5.48M | 0.05% | +89,018 | New |
| Alliancebernstein L.P. | 90,910 | $5.60M | 0.00% | −12,517−12.1% | Reduced |
| Agf Management Ltd | 93,126 | $5.73M | 0.03% | +93,126 | New |
| Verition Fund Management LLC | 105,614 | $6.50M | 0.03% | −26,828−20.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,065 | $6.90M | 0.01% | +112,065 | New |
| Rhumbline Advisers | 112,147 | $6.90M | 0.01% | +3,922+3.6% | Added |
| Raymond James Financial Inc | 121,740 | $7.50M | 0.00% | +121,740 | New |
| Bank of Nova Scotia | 123,191 | $7.58M | 0.01% | +123,191 | New |
| First Trust Advisors LP | 133,282 | $8.21M | 0.01% | −67,821−33.7% | Reduced |
| National Bank of Canada | 135,709 | $8.36M | 0.01% | +130,726+2,623.4% | Added |
| IMC-Chicago, LLC | 137,242 | $8.45M | 0.23% | +120,243+707.4% | Added |
| Toroso Investments, LLC | 140,705 | $8.66M | 0.07% | −192,758−57.8% | Reduced |
| UBS Asset Management Americas Inc | 145,730 | $8.97M | 0.00% | +35,315+32.0% | Added |
| Swiss National Bank | 149,700 | $9.22M | 0.01% | +3,800+2.6% | Added |
| Hidden Lake Asset Management LP | 161,830 | $9.96M | 6.80% | +83,570+106.8% | Added |
| Jump Financial, LLC | 167,037 | $10.3M | 0.22% | +147,608+759.7% | Added |
| HSBC Holdings PLC | 190,293 | $11.9M | 0.01% | +180,996+1,946.8% | Added |
| Millennium Management LLC | 218,307 | $13.4M | 0.01% | −190,198−46.6% | Reduced |
| Azora Capital LP | 221,480 | $13.6M | 0.61% | −108,275−32.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 262,000 | $16.1M | 0.03% | +262,000 | New |
| Bank of New York Mellon Corp | 274,482 | $16.9M | 0.00% | +58,887+27.3% | Added |
| Jane Street Group, LLC | 279,027 | $17.2M | 0.03% | +166,344+147.6% | Added |
| Engineers Gate Manager LP | 280,009 | $17.2M | 0.30% | +128,070+84.3% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 349,060 | $21.5M | 0.07% | −521,887−59.9% | Reduced |
| Citigroup Inc | 356,640 | $22.0M | 0.02% | +249,796+233.8% | Added |
| Barclays PLC | 399,625 | $24.6M | 0.01% | −810,098−67.0% | Reduced |
| Pathstone Holdings, LLC | 396,096 | $24.9M | 0.11% | −312−0.1% | Reduced |
| Norges Bank | 408,612 | $25.2M | 0.00% | +156,527+62.1% | Added |
| Nuveen Asset Management, LLC | 440,294 | $27.1M | 0.01% | −26,442−5.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 455,168 | $28.0M | 0.13% | −270,414−37.3% | Reduced |
| Squarepoint Ops LLC | 458,965 | $28.3M | 0.07% | +458,965 | New |
| Susquehanna International Group, LLP | 532,129 | $32.8M | 0.05% | −1,379,420−72.2% | Reduced |
| UBS Group AG | 562,044 | $34.6M | 0.01% | +92,780+19.8% | Added |
| Man Group plc | 592,243 | $36.5M | 0.11% | +592,243 | New |
| Trexquant Investment LP | 596,389 | $36.7M | 0.43% | +180,204+43.3% | Added |
| Qube Research & Technologies Ltd | 605,022 | $37.3M | 0.06% | +293,745+94.4% | Added |
| Charles Schwab Investment Management Inc | 657,118 | $40.5M | 0.01% | +14,242+2.2% | Added |
| Driehaus Capital Management LLC | 708,450 | $43.6M | 0.36% | +250,223+54.6% | Added |
| Invesco Ltd. | 709,684 | $43.7M | 0.01% | +637,706+886.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 709,705 | $43.7M | 0.17% | +709,705 | New |
| JPMorgan Chase & Co | 723,306 | $44.5M | 0.00% | +164,107+29.3% | Added |
| Northern Trust Corp | 782,557 | $48.2M | 0.01% | +109,164+16.2% | Added |
| Bank of America Corp | 960,754 | $59.2M | 0.01% | +20,236+2.2% | Added |
| Summit Partners Public Asset Management, LLC | 983,000 | $60.5M | 2.03% | +523,000+113.7% | Added |
| Voloridge Investment Management, LLC | 1,026,860 | $63.2M | 0.22% | −315,850−23.5% | Reduced |
| Marshall Wace, LLP | 1,061,512 | $65.4M | 0.08% | +796,252+300.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,153,331 | $71.0M | 0.15% | −7,563−0.7% | Reduced |
| Renaissance Technologies LLC | 1,379,900 | $85.0M | 0.13% | +308,200+28.8% | Added |
| BNP Paribas Arbitrage, SA | 1,573,211 | $96.9M | 0.07% | +1,573,211 | New |
| Two Sigma Advisers, LP | 1,709,300 | $105.2M | 0.24% | +1,120,300+190.2% | Added |
| Geode Capital Management, LLC | 1,846,438 | $113.7M | 0.01% | +29,664+1.6% | Added |
| Fred Alger Management, LLC | 1,915,121 | $117.9M | 0.56% | +668,282+53.6% | Added |
| Two Sigma Investments, LP | 1,922,770 | $118.4M | 0.27% | +321,366+20.1% | Added |
| State Street Corp | 2,031,504 | $125.1M | 0.00% | −233,867−10.3% | Reduced |
| Goldman Sachs Group Inc | 2,413,354 | $148.6M | 0.03% | +706,722+41.4% | Added |
| Morgan Stanley | 2,632,809 | $162.1M | 0.01% | +1,204,660+84.4% | Added |
| D. E. Shaw & Co., Inc. | 3,287,759 | $202.4M | 0.22% | +973,502+42.1% | Added |
| BlackRock, Inc. | 6,311,589 | $388.6M | 0.01% | +524,896+9.1% | Added |
| Vanguard Group Inc | 7,793,452 | $479.8M | 0.01% | +369,640+5.0% | Added |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −264,883−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −182,126−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −75,688−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −64,519−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −59,174−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −56,233−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −51,200−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −36,123−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −34,229−100.0% | Sold out |