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 |
|---|---|---|---|---|---|
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $369.9K | 0.17% | −1,000−14.3% | Reduced |
| Bayforest Capital Ltd | 5,963 | $367.1K | 0.46% | +5,963 | New |
| Sequoia Financial Advisors, LLC | 5,939 | $365.7K | 0.00% | +64+1.1% | Added |
| Synergy Financial Group, LTD | 5,793 | $356.7K | 0.30% | −651−10.1% | Reduced |
| Xponance, Inc. | 5,770 | $355.3K | 0.00% | +678+13.3% | Added |
| Cresset Asset Management, LLC | 5,749 | $354.0K | 0.00% | −15,795−73.3% | Reduced |
| Stratos Wealth Partners, LTD. | 5,663 | $348.7K | 0.00% | −2,700−32.3% | Reduced |
| JustInvest LLC | 5,526 | $340.2K | 0.01% | +131+2.4% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $340.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,511 | $339.3K | 0.00% | +167+3.1% | Added |
| International Assets Investment Management, LLC | 5,554 | $337.7K | 0.03% | −227,704−97.6% | Reduced |
| Virtus Investment Advisers, Inc. | 5,400 | $332.5K | 0.26% | +5,400 | New |
| O'Shaughnessy Asset Management, LLC | 5,219 | $321.3K | 0.00% | +5,219 | New |
| Fox Run Management, L.L.C. | 5,176 | $318.7K | 0.06% | +5,176 | New |
| AdvisorNet Financial, Inc | 5,165 | $318.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,100 | $314.0K | 0.04% | +5,100 | New |
| EMC Capital Management | 5,100 | $314.0K | 0.18% | −14,900−74.5% | Reduced |
| Gotham Asset Management, LLC | 5,082 | $312.9K | 0.00% | −81−1.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 5,013 | $308.6K | 0.11% | −189−3.6% | Reduced |
| Independent Advisor Alliance | 4,942 | $304.3K | 0.00% | −214−4.2% | Reduced |
| Prelude Capital Management, LLC | 4,848 | $298.5K | 0.03% | −9,812−66.9% | Reduced |
| CIBC World Markets Inc. | 4,817 | $297.0K | 0.00% | +4,817 | New |
| GTS Securities LLC | 4,753 | $292.6K | 0.01% | +4,753 | New |
| Credit Agricole S A | 4,726 | $291.0K | 0.00% | +4,726 | New |
| Tradition Wealth Management, LLC | 4,718 | $290.5K | 0.03% | +4,718 | New |
| Perennial Investment Advisors, LLC | 4,620 | $284.4K | 0.03% | +4,620 | New |
| Entropy Technologies, LP | 4,617 | $284.3K | 0.03% | −23,157−83.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,614 | $284.1K | 0.00% | +4,614 | New |
| Summit Financial Strategies, Inc. | 4,561 | $280.8K | 0.03% | −5,838−56.1% | Reduced |
| Advisory Services Network, LLC | 4,554 | $280.4K | 0.01% | −7,858−63.3% | Reduced |
| Merit Financial Group, LLC | 4,396 | $270.7K | 0.00% | +4,396 | New |
| Tower Research Capital LLC (TRC) | 4,372 | $269.2K | 0.01% | −8,409−65.8% | Reduced |
| Orion Capital Management LLC | 4,260 | $262.3K | 0.12% | −1,300−23.4% | Reduced |
| Atria Investments LLC | 4,222 | $259.9K | 0.00% | +4,222 | New |
| Integrated Wealth Concepts LLC | 4,065 | $250.3K | 0.00% | +4,065 | New |
| Vontobel Holding Ltd. | 3,800 | $234.0K | 0.00% | +3,800 | New |
| Commerce Bank | 3,675 | $226.3K | 0.00% | +3,675 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,642 | $224.2K | 0.00% | +3,642 | New |
| Blair William & Co | 3,600 | $221.7K | 0.00% | +3,600 | New |
| Wealthcare Advisory Partners LLC | 3,552 | $218.7K | 0.01% | +3,552 | New |
| Keudell/Morrison Wealth Management | 3,450 | $212.4K | 0.06% | +3,450 | New |
| Cerity Partners LLC | 3,640 | $208.7K | 0.00% | +3,640 | New |
| Blueshift Asset Management, LLC | 3,389 | $208.7K | 0.08% | +3,389 | New |
| Foundations Investment Advisors, LLC | 3,368 | $207.4K | 0.00% | +3,368 | New |
| GWN Securities Inc. | 3,110 | $204.9K | 0.05% | +3,110 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,165 | $202.8K | 0.00% | −3,896−55.2% | Reduced |
| 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 |
| SLT Holdings LLC | 3,250 | $200.1K | 0.19% | +3,250 | New |
| KBC Group NV | 3,088 | $190.0K | 0.00% | +467+17.8% | Added |
| Westside Investment Management, Inc. | 3,050 | $187.8K | 0.04% | −600−16.4% | Reduced |
| Leonteq Securities AG | 3,014 | $185.6K | 0.02% | +530+21.3% | Added |
| Amalgamated Bank | 2,607 | $161.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,510 | $155.0K | 0.00% | +2,510 | New |
| Federation des caisses Desjardins du Quebec | 2,271 | $139.8K | 0.00% | −1,550−40.6% | Reduced |
| Castleview Partners, LLC | 1,914 | $116.4K | 0.06% | −257−11.8% | Reduced |
| Wolverine Asset Management LLC | 1,866 | $114.9K | 0.00% | +1,866 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,605 | $109.0K | 0.00% | +1,605 | New |
| GWM Advisors LLC | 1,664 | $102.5K | 0.00% | +1,000+150.6% | Added |
| Ancora Advisors, LLC | 1,575 | $97.0K | 0.00% | +375+31.3% | Added |
| R Squared Ltd | 1,560 | $96.0K | 0.09% | +1,560 | New |
| Advisors Asset Management, Inc. | 1,520 | $93.6K | 0.00% | +1,520 | New |
| Anfield Capital Management, LLC | 1,416 | $87.2K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,348 | $83.0K | 0.01% | +224+19.9% | Added |
| CWM, LLC | 1,335 | $82.0K | 0.00% | +2+0.2% | Added |
| Asset Management One Co.,Ltd. | 1,174 | $79.8K | 0.00% | −332−22.0% | Reduced |
| Albion Financial Group | 1,000 | $61.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 971 | $59.8K | 0.00% | +699+257.0% | Added |
| Caitong International Asset Management Co., Ltd | 943 | $58.1K | 0.06% | +943 | New |
| Parallel Advisors, LLC | 936 | $57.6K | 0.00% | +45+5.1% | Added |
| Signaturefd, LLC | 908 | $55.9K | 0.00% | +15+1.7% | Added |
| Farther Finance Advisors, LLC | 882 | $54.3K | 0.00% | +172+24.2% | Added |
| Plante Moran Financial Advisors, LLC | 869 | $53.5K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 857 | $53.0K | 0.00% | −1,695−66.4% | Reduced |
| Shell Asset Management Co | 818 | $50.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 809 | $49.8K | 0.00% | −7−0.9% | Reduced |
| Quadrant Capital Group LLC | 705 | $43.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 600 | $36.9K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 518 | $31.9K | 0.10% | +518 | New |
| Point72 (DIFC) Ltd | 510 | $31.4K | 0.00% | −6,302−92.5% | Reduced |
| Rakuten Securities, Inc. | 496 | $30.5K | 0.01% | +496 | New |
| Steward Partners Investment Advisory, LLC | 485 | $29.9K | 0.00% | +50+11.5% | Added |
| Fortitude Family Office, LLC | 437 | $26.9K | 0.01% | +23+5.6% | Added |
| IFP Advisors, Inc | 427 | $26.3K | 0.00% | −63−12.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 418 | $25.7K | 0.00% | −139−25.0% | Reduced |
| The PNC Financial Services Group, Inc. | 402 | $24.8K | 0.00% | −848−67.8% | Reduced |
| Elequin Capital LP | 390 | $24.0K | 0.00% | +123+46.1% | Added |
| Y.D. More Investments Ltd | 370 | $22.8K | 0.00% | +370 | New |
| Geneos Wealth Management Inc. | 352 | $21.7K | 0.00% | −100−22.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 350 | $21.6K | 0.02% | +350 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 348 | $21.4K | 0.01% | −517−59.8% | Reduced |
| Quent Capital, LLC | 335 | $20.6K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 315 | $19.4K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $18.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 300 | $18.0K | 0.01% | +300 | New |
| New Millennium Group LLC | 280 | $17.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 280 | $17.2K | 0.00% | +16+6.1% | Added |