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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 258 | $15.9K | 0.00% | +97+60.2% | Added |
| Transce3nd, LLC | 224 | $14.1K | 0.00% | +224 | New |
| Allworth Financial LP | 199 | $13.1K | 0.00% | +25+14.4% | Added |
| Optimum Investment Advisors | 210 | $12.9K | 0.01% | −100−32.3% | Reduced |
| Toth Financial Advisory Corp | 210 | $12.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 204 | $12.6K | 0.00% | +204 | New |
| Danske Bank A/S | 200 | $12.3K | 0.00% | −1,100−84.6% | Reduced |
| Bryn Mawr Trust Co | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 197 | $12.1K | 0.00% | +31+18.7% | Added |
| Covestor Ltd | 201 | $12.0K | 0.01% | −107−34.7% | Reduced |
| GeoWealth Management, LLC | 188 | $11.6K | 0.00% | −2−1.1% | Reduced |
| CoreCap Advisors, LLC | 187 | $11.5K | 0.00% | +65+53.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 167 | $10.3K | 0.00% | +160+2,285.7% | Added |
| Dogwood Wealth Management LLC | 165 | $10.2K | 0.01% | +165 | New |
| Hopwood Financial Services, Inc. | 163 | $10.0K | 0.01% | +163 | New |
| GPS Wealth Strategies Group, LLC | 159 | $9.79K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $9.23K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 146 | $8.99K | 0.00% | −44−23.2% | Reduced |
| Private Trust Co NA | 129 | $7.94K | 0.00% | +129 | New |
| Cullen/Frost Bankers, Inc. | 122 | $7.51K | 0.00% | +122 | New |
| Frazier Financial Advisors, LLC | 100 | $6.33K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $6.33K | 0.00% | +85+566.7% | Added |
| Cedar Mountain Advisors, LLC | 100 | $6.16K | 0.00% | −50−33.3% | Reduced |
| Heritage Wealth Advisors | 100 | $6.16K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $6.16K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $5.92K | 0.00% | −45−31.0% | Reduced |
| Rothschild Investment LLC | 95 | $5.85K | 0.00% | +5+5.6% | Added |
| New Wave Wealth Advisors LLC | 93 | $5.73K | 0.00% | +93 | New |
| UMA Financial Services, Inc. | 90 | $5.54K | 0.00% | +90 | New |
| Hanseatic Management Services Inc | 88 | $5.42K | 0.01% | +88 | New |
| Gordian Capital Singapore Pte Ltd | 81 | $4.99K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 81 | $4.99K | 0.00% | −1,642−95.3% | Reduced |
| Sterling Capital Management LLC | 81 | $4.99K | 0.00% | +2+2.5% | Added |
| POM Investment Strategies, LLC | 73 | $4.50K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 72 | $4.43K | 0.00% | +9+14.3% | Added |
| Bessemer Group Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 60 | $3.80K | 0.00% | +60 | New |
| TD Waterhouse Canada Inc. | 61 | $3.75K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 60 | $3.69K | 0.00% | −16−21.1% | Reduced |
| True Wealth Design, LLC | 56 | $3.45K | 0.00% | +1+1.8% | Added |
| Prestige Wealth Management Group LLC | 51 | $3.14K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 50 | $3.08K | 0.00% | +50 | New |
| Lazard Asset Management LLC | 51 | $3.00K | 0.00% | −125−71.0% | Reduced |
| Avion Wealth | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 51 | $3.00K | 0.00% | +4+8.5% | Added |
| Continuum Advisory, LLC | 47 | $2.89K | 0.00% | +46+4,600.0% | Added |
| Pacifica Partners Inc. | 44 | $2.67K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $2.65K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 41 | $2.52K | 0.00% | +6+17.1% | Added |
| Anchor Investment Management, LLC | 41 | $2.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $2.40K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $2.34K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34 | $2.09K | 0.00% | +5+17.2% | Added |
| Sound Income Strategies, LLC | 30 | $1.85K | 0.00% | −30−50.0% | Reduced |
| Bell Investment Advisors, Inc | 29 | $1.79K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 27 | $1.66K | 0.00% | −187−87.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 25 | $1.54K | 0.00% | +25 | New |
| West Oak Capital, LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 22 | $1.35K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | $1.29K | 0.00% | +21 | New |
| Sawyer & Company, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $985 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $924 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 15 | $924 | 0.04% | +6+66.7% | Added |
| Spire Wealth Management | 15 | $924 | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 13 | $801 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $800 | 0.00% | +3+30.0% | Added |
| Cornerstone Planning Group LLC | 11 | $715 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $616 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $616 | 0.00% | +10 | New |
| Murphy & Mullick Capital Management Corp | 10 | $616 | 0.00% | +10 | New |
| Amundi | 9 | $533 | 0.00% | +9 | New |
| Decker Retirement Planning Inc. | 6 | $369 | 0.00% | +6 | New |
| Quarry LP | 5 | $308 | 0.00% | +5 | New |
| Addison Advisors LLC | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $246 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3 | $185 | 0.00% | −4,776−99.9% | Reduced |
| SJS Investment Consulting Inc. | 3 | $185 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $185 | 0.00% | +2+200.0% | Added |
| WPG Advisers, LLC | 2 | $123 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 203 | $0 | 0.00% | +203 | New |
| 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 |