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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 32,396 | $1.99M | 0.00% | +6,343+24.3% | Added |
| Los Angeles Capital Management LLC | 31,298 | $1.93M | 0.01% | +22,946+274.7% | Added |
| TCI Wealth Advisors, Inc. | 31,195 | $1.92M | 0.16% | −13,561−30.3% | Reduced |
| Ensign Peak Advisors, Inc | 31,100 | $1.91M | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 30,173 | $1.86M | 0.02% | +30,173 | New |
| Maxi Investments CY Ltd | 29,600 | $1.82M | 0.35% | +5,200+21.3% | Added |
| State of New Jersey Common Pension Fund D | 29,552 | $1.82M | 0.01% | −16,417−35.7% | Reduced |
| Nomura Holdings Inc | 27,986 | $1.72M | 0.01% | +27,986 | New |
| Truist Financial Corp | 27,113 | $1.67M | 0.00% | +4,567+20.3% | Added |
| Zacks Investment Management | 26,742 | $1.65M | 0.02% | +26,742 | New |
| Jacobs Levy Equity Management, Inc | 26,417 | $1.63M | 0.01% | −20,901−44.2% | Reduced |
| Wolverine Trading, LLC | 24,545 | $1.55M | 0.03% | −44,122−64.3% | Reduced |
| New York State Common Retirement Fund | 24,522 | $1.51M | 0.00% | −1,504−5.8% | Reduced |
| Gryphon Financial Partners LLC | 24,504 | $1.51M | 0.22% | −496−2.0% | Reduced |
| Mercer Global Advisors Inc | 24,399 | $1.50M | 0.00% | −2,989−10.9% | Reduced |
| CTC LLC | 24,151 | $1.49M | 0.15% | +24,151 | New |
| Oppenheimer Asset Management Inc. | 24,030 | $1.48M | 0.02% | +3,379+16.4% | Added |
| Voleon Capital Management LP | 23,706 | $1.46M | 0.11% | +23,706 | New |
| Advisor Group Holdings, Inc. | 23,619 | $1.45M | 0.00% | −1,246−5.0% | Reduced |
| Voya Investment Management LLC | 23,067 | $1.42M | 0.00% | −1,868−7.5% | Reduced |
| Mariner, LLC | 22,440 | $1.38M | 0.00% | +20+0.1% | Added |
| ProShare Advisors LLC | 22,114 | $1.36M | 0.00% | +7,557+51.9% | Added |
| Arizona State Retirement System | 22,061 | $1.36M | 0.01% | +552+2.6% | Added |
| Landscape Capital Management, L.L.C. | 21,775 | $1.34M | 0.14% | +4,613+26.9% | Added |
| SEI Investments Co | 21,694 | $1.34M | 0.00% | +11,982+123.4% | Added |
| WMG Financial Advisors, LLC | 21,212 | $1.31M | 0.56% | −22,895−51.9% | Reduced |
| Boston Private Wealth LLC | 21,210 | $1.31M | 0.02% | +21,210 | New |
| Comerica Bank | 21,196 | $1.31M | 0.01% | +19,046+885.9% | Added |
| Natixis Advisors, L.P. | 20,703 | $1.27M | 0.00% | +4,351+26.6% | Added |
| State Board of Administration of Florida Retirement System | 20,496 | $1.26M | 0.00% | −80−0.4% | Reduced |
| Twin Tree Management, LP | 20,304 | $1.25M | 0.03% | +20,304 | New |
| Royal Bank of Canada | 19,999 | $1.23M | 0.00% | −5,025−20.1% | Reduced |
| Bayesian Capital Management, LP | 19,900 | $1.23M | 0.15% | +19,900 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,693 | $1.21M | 0.00% | +3,209+19.5% | Added |
| Handelsbanken Fonder AB | 19,400 | $1.19M | 0.00% | +4,500+30.2% | Added |
| Headlands Technologies LLC | 19,250 | $1.19M | 0.12% | −63,222−76.7% | Reduced |
| Atria Wealth Solutions, Inc. | 19,009 | $1.17M | 0.01% | +12,378+186.7% | Added |
| Bank of Montreal | 18,072 | $1.11M | 0.00% | −355,651−95.2% | Reduced |
| Gemmer Asset Management LLC | 18,015 | $1.11M | 0.11% | −446−2.4% | Reduced |
| Shelton Capital Management | 18,000 | $1.11M | 0.03% | −2,000−10.0% | Reduced |
| Creative Planning | 17,932 | $1.10M | 0.00% | −5,206−22.5% | Reduced |
| Dimensional Fund Advisors LP | 17,067 | $1.05M | 0.00% | −8,188−32.4% | Reduced |
| Apollon Wealth Management, LLC | 16,978 | $1.05M | 0.02% | +1,547+10.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,912 | $1.04M | 0.01% | +16,912 | New |
| Dynamic Technology Lab Private Ltd | 16,640 | $1.02M | 0.16% | +16,640 | New |
| SBI Securities Co., Ltd. | 16,482 | $1.01M | 0.03% | +16,482 | New |
| Zweig-DiMenna Associates LLC | 16,319 | $1.00M | 0.08% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 16,234 | $999.5K | 0.18% | +16,234 | New |
| KLP Kapitalforvaltning AS | 15,900 | $979.0K | 0.00% | +15,900 | New |
| Steel Peak Wealth Management LLC | 15,637 | $962.8K | 0.04% | −5,064−24.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,093 | $956.1K | 0.00% | −337−2.3% | Reduced |
| Fieldview Capital Management, LLC | 15,425 | $949.7K | 0.15% | +15,425 | New |
| Kercheville Advisors, LLC | 15,050 | $926.6K | 0.36% | +5,000+49.8% | Added |
| Banco Santander, S.A. | 15,000 | $923.5K | 0.01% | +15,000 | New |
| Harbour Investments, Inc. | 14,979 | $922.3K | 0.03% | −93−0.6% | Reduced |
| Janney Montgomery Scott LLC | 14,725 | $907.0K | 0.00% | +32+0.2% | Added |
| Cetera Investment Advisers | 14,550 | $895.8K | 0.00% | −5,040−25.7% | Reduced |
| Bristlecone Advisors, LLC | 14,520 | $894.0K | 0.07% | +8,066+125.0% | Added |
| Caption Management, LLC | 14,500 | $892.8K | 0.04% | +14,500 | New |
| Atomi Financial Group, Inc. | 12,333 | $759.3K | 0.04% | −46,410−79.0% | Reduced |
| Harbor Capital Advisors, Inc. | 11,721 | $722.0K | 0.03% | +1,303+12.5% | Added |
| Left Brain Wealth Management, LLC | 11,670 | $718.5K | 0.27% | +11,670 | New |
| Capital Advantage, Inc. | 11,625 | $715.8K | 0.13% | −107,496−90.2% | Reduced |
| Magnetar Financial LLC | 11,602 | $714.3K | 0.02% | −9,268−44.4% | Reduced |
| Prakash Investment Advisors LLC | 11,475 | $706.5K | 0.70% | +11,475 | New |
| Private Advisor Group, LLC | 11,332 | $697.7K | 0.00% | −4,416−28.0% | Reduced |
| State of Wisconsin Investment Board | 11,301 | $695.8K | 0.00% | +5,340+89.6% | Added |
| Nisa Investment Advisors, LLC | 11,251 | $692.7K | 0.00% | −9,294−45.2% | Reduced |
| Prudential Financial Inc | 10,803 | $665.1K | 0.00% | +4,688+76.7% | Added |
| US Bancorp | 10,704 | $659.0K | 0.00% | +1,672+18.5% | Added |
| XTX Topco Ltd | 10,454 | $643.7K | 0.05% | −223−2.1% | Reduced |
| Versor Investments LP | 10,400 | $640.3K | 0.11% | +10,400 | New |
| Counterpoint Mutual Funds LLC | 10,339 | $636.6K | 0.08% | +10,339 | New |
| Pictet Asset Management Holding SA | 10,326 | $635.8K | 0.00% | +1,749+20.4% | Added |
| Crestline Management, LP | 10,004 | $615.9K | 0.02% | +364+3.8% | Added |
| Victory Capital Management Inc | 9,770 | $601.5K | 0.00% | +10+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 9,563 | $588.8K | 0.01% | +189+2.0% | Added |
| Kestra Advisory Services, LLC | 9,187 | $565.6K | 0.00% | +1,924+26.5% | Added |
| Jennison Associates LLC | 9,099 | $560.2K | 0.00% | +9,099 | New |
| Newbridge Financial Services Group, Inc. | 8,662 | $533.3K | 0.14% | +143+1.7% | Added |
| Oxford Asset Management LLP | 8,412 | $517.9K | 0.23% | +8,412 | New |
| STRS Ohio | 8,300 | $511.0K | 0.00% | +6,900+492.9% | Added |
| Ameritas Investment Partners, Inc. | 8,215 | $505.8K | 0.02% | +633+8.3% | Added |
| Neo Ivy Capital Management | 8,019 | $493.0K | 0.10% | +8,019 | New |
| Marex Group plc | 7,994 | $492.2K | 0.01% | −2,752−25.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $492.1K | 0.16% | 00.0% | Unchanged |
| American Century Companies Inc | 7,950 | $489.5K | 0.00% | +7,950 | New |
| Virtu Financial LLC | 7,895 | $486.0K | 0.03% | +7,895 | New |
| Federated Hermes, Inc. | 7,526 | $463.4K | 0.00% | +7,526 | New |
| Neuberger Berman Group LLC | 7,386 | $454.8K | 0.00% | −413−5.3% | Reduced |
| CIBC World Markets Corp | 7,348 | $452.4K | 0.00% | +7,348 | New |
| Ieq Capital, LLC | 7,213 | $444.1K | 0.00% | +707+10.9% | Added |
| Inspire Advisors, LLC | 7,197 | $443.1K | 0.05% | −263−3.5% | Reduced |
| Intellectus Partners, LLC | 7,050 | $434.1K | 0.10% | −650−8.4% | Reduced |
| Prosperity Wealth Management, Inc. | 6,965 | $428.8K | 0.18% | −205−2.9% | Reduced |
| Sherbrooke Park Advisers LLC | 6,701 | $412.6K | 0.13% | +6,701 | New |
| Principal Financial Group Inc | 6,685 | $411.6K | 0.00% | −472−6.6% | Reduced |
| FMR LLC | 6,263 | $385.6K | 0.00% | −472−7.0% | Reduced |
| QRG Capital Management, Inc. | 6,083 | $374.5K | 0.00% | −221−3.5% | Reduced |
| Mandatum Life Insurance Co Ltd | 6,050 | $372.5K | 0.11% | +6,050 | New |