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 |
|---|---|---|---|---|---|
| BIT Capital GmbH | 0 | $0 | 0.00% | −25,871−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −22,637−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −18,159−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −17,792−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,238−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,905−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,263−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −15,213−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,778−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,759−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −9,011−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −7,762−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,333−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,266−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,049−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,134−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| LifePro Asset Management | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |