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, Q1 2025
Institutional positions in Upstart Holdings, Inc. as of Mar 31, 2025. 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
- 387
- +3 vs. Q4 2024
- Shares held
- 60.2M
- +2.40M (+4.2%) vs. Q4 2024
- Total value
- $2.77B
- −$789.5M (−22.2%) vs. Q4 2024
- New holders
- 58
- 158 more added
- Sold out
- 55
- 99 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,014,656 | $368.9M | 0.01% | +221,204+2.8% | Added |
| BlackRock, Inc. | 6,510,168 | $299.7M | 0.01% | +198,579+3.1% | Added |
| State Street Corp | 2,008,749 | $92.5M | 0.00% | −22,755−1.1% | Reduced |
| Geode Capital Management, LLC | 1,935,534 | $89.1M | 0.01% | +89,096+4.8% | Added |
| Goldman Sachs Group Inc | 1,829,422 | $84.2M | 0.02% | −583,932−24.2% | Reduced |
| Fred Alger Management, LLC | 1,764,136 | $81.2M | 0.46% | −150,985−7.9% | Reduced |
| Morgan Stanley | 1,587,727 | $73.1M | 0.01% | −1,045,082−39.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,566,516 | $72.1M | 0.06% | −6,695−0.4% | Reduced |
| Two Sigma Investments, LP | 1,499,186 | $69.0M | 0.15% | −423,584−22.0% | Reduced |
| Two Sigma Advisers, LP | 1,474,200 | $67.9M | 0.15% | −235,100−13.8% | Reduced |
| Renaissance Technologies LLC | 1,441,600 | $66.4M | 0.10% | +61,700+4.5% | Added |
| Invesco Ltd. | 1,270,352 | $58.5M | 0.01% | +560,668+79.0% | Added |
| D. E. Shaw & Co., Inc. | 1,223,923 | $56.3M | 0.07% | −2,063,836−62.8% | Reduced |
| Driehaus Capital Management LLC | 1,215,237 | $55.9M | 0.54% | +506,787+71.5% | Added |
| Bank of America Corp | 1,198,187 | $55.2M | 0.00% | +237,433+24.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,197,966 | $55.1M | 0.12% | +44,635+3.9% | Added |
| Qube Research & Technologies Ltd | 1,178,408 | $54.2M | 0.08% | +573,386+94.8% | Added |
| Susquehanna International Group, LLP | 987,638 | $45.5M | 0.07% | +455,509+85.6% | Added |
| Norges Bank | 986,037 | $45.4M | 0.01% | +577,425+141.3% | Added |
| Voloridge Investment Management, LLC | 952,701 | $43.9M | 0.16% | −74,159−7.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 907,581 | $41.8M | 0.16% | +197,876+27.9% | Added |
| Man Group plc | 905,197 | $41.7M | 0.12% | +312,954+52.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $40.1M | 0.18% | +521,887+149.5% | Added |
| Capital Fund Management S.A. | 854,152 | $39.3M | 0.50% | +765,134+859.5% | Added |
| Northern Trust Corp | 774,806 | $35.7M | 0.01% | −7,751−1.0% | Reduced |
| UBS Group AG | 757,925 | $34.9M | 0.01% | +195,881+34.9% | Added |
| Barclays PLC | 731,951 | $33.7M | 0.02% | +332,326+83.2% | Added |
| JPMorgan Chase & Co | 679,055 | $31.3M | 0.00% | −44,251−6.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 677,049 | $31.2M | 0.14% | +221,881+48.7% | Added |
| Summit Partners Public Asset Management, LLC | 671,000 | $30.9M | 1.48% | −312,000−31.7% | Reduced |
| Charles Schwab Investment Management Inc | 657,855 | $30.3M | 0.01% | +737+0.1% | Added |
| Trexquant Investment LP | 476,646 | $21.9M | 0.26% | −119,743−20.1% | Reduced |
| Squarepoint Ops LLC | 426,077 | $19.6M | 0.05% | −32,888−7.2% | Reduced |
| Nuveen, LLC | 414,893 | $19.1M | 0.01% | +414,893 | New |
| Kadensa Capital Ltd | 412,171 | $19.0M | 2.35% | +412,171 | New |
| Pathstone Holdings, LLC | 387,368 | $17.8M | 0.08% | −8,728−2.2% | Reduced |
| Citigroup Inc | 351,101 | $16.2M | 0.01% | −5,539−1.6% | Reduced |
| Jump Financial, LLC | 262,327 | $12.1M | 0.18% | +95,290+57.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 262,000 | $12.1M | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 241,211 | $11.1M | 0.00% | −33,271−12.1% | Reduced |
| Citadel Advisors LLC | 234,794 | $10.8M | 0.01% | +202,094+618.0% | Added |
| Verition Fund Management LLC | 226,883 | $10.4M | 0.06% | +121,269+114.8% | Added |
| Toroso Investments, LLC | 217,631 | $10.0M | 0.08% | +76,926+54.7% | Added |
| HSBC Holdings PLC | 204,678 | $9.37M | 0.01% | +14,385+7.6% | Added |
| Aquatic Capital Management LLC | 186,885 | $8.60M | 0.22% | +186,885 | New |
| Sepio Capital, LP | 180,300 | $8.30M | 0.66% | +180,300 | New |
| Quantbot Technologies LP | 180,035 | $8.29M | 0.26% | +147,582+454.8% | Added |
| Twin Tree Management, LP | 175,857 | $8.09M | 0.18% | +155,553+766.1% | Added |
| UBS Asset Management Americas Inc | 173,017 | $7.96M | 0.00% | +27,287+18.7% | Added |
| Canada Pension Plan Investment Board | 172,600 | $7.94M | 0.01% | +172,600 | New |
| Liontrust Investment Partners LLP | 161,402 | $7.43M | 0.12% | +97,836+153.9% | Added |
| Swiss National Bank | 159,100 | $7.32M | 0.01% | +9,400+6.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 147,135 | $6.77M | 0.01% | +35,070+31.3% | Added |
| First Trust Advisors LP | 141,161 | $6.50M | 0.01% | +7,879+5.9% | Added |
| Engineers Gate Manager LP | 136,866 | $6.30M | 0.11% | −143,143−51.1% | Reduced |
| Jane Street Group, LLC | 130,830 | $6.02M | 0.01% | −148,197−53.1% | Reduced |
| Millennium Management LLC | 128,840 | $5.93M | 0.01% | −89,467−41.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 127,647 | $5.88M | 0.04% | +81,922+179.2% | Added |
| Magnetar Financial LLC | 121,701 | $5.60M | 0.07% | +110,099+949.0% | Added |
| Principal Financial Group Inc | 118,687 | $5.46M | 0.00% | +112,002+1,675.4% | Added |
| Raymond James Financial Inc | 118,678 | $5.46M | 0.00% | −3,062−2.5% | Reduced |
| Rhumbline Advisers | 117,307 | $5.40M | 0.01% | +5,160+4.6% | Added |
| Bank of Nova Scotia | 110,031 | $5.06M | 0.01% | −13,160−10.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 99,398 | $4.58M | 0.15% | +99,398 | New |
| AQR Capital Management LLC | 96,706 | $4.45M | 0.00% | +45,664+89.5% | Added |
| ExodusPoint Capital Management, LP | 96,080 | $4.42M | 0.06% | +30,088+45.6% | Added |
| Group One Trading, L.P. | 94,690 | $4.36M | 0.18% | +94,690 | New |
| LPL Financial LLC | 93,630 | $4.31M | 0.00% | +9,911+11.8% | Added |
| Alliancebernstein L.P. | 90,910 | $4.18M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 82,085 | $3.78M | 0.00% | +4,465+5.8% | Added |
| Macquarie Group Ltd | 76,649 | $3.53M | 0.00% | +76,649 | New |
| California State Teachers Retirement System | 76,036 | $3.50M | 0.00% | +4,706+6.6% | Added |
| Robeco Institutional Asset Management B.V. | 75,000 | $3.45M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 74,134 | $3.41M | 0.04% | +30,739+70.8% | Added |
| Edgestream Partners, L.P. | 74,077 | $3.41M | 0.12% | +74,077 | New |
| Deutsche Bank AG | 73,816 | $3.40M | 0.00% | −13,774−15.7% | Reduced |
| Wells Fargo & Company | 73,451 | $3.38M | 0.00% | +12,683+20.9% | Added |
| Susquehanna Fundamental Investments, LLC | 70,160 | $3.23M | 0.05% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 70,117 | $3.23M | 0.29% | +48,342+222.0% | Added |
| Hillsdale Investment Management Inc. | 68,300 | $3.14M | 0.16% | +5,700+9.1% | Added |
| Quantinno Capital Management LP | 66,524 | $3.06M | 0.02% | −11,499−14.7% | Reduced |
| Royal Fund Management, LLC | 65,340 | $3.01M | 0.36% | +65,340 | New |
| Tudor Investment Corp Et Al | 63,294 | $2.91M | 0.03% | +13,729+27.7% | Added |
| EAM Global Investors LLC | 61,551 | $2.83M | 0.77% | +61,551 | New |
| Price T Rowe Associates Inc | 60,528 | $2.79M | 0.00% | +4,172+7.4% | Added |
| Ameriprise Financial Inc | 59,129 | $2.72M | 0.00% | −5,148−8.0% | Reduced |
| Algert Global LLC | 57,184 | $2.63M | 0.07% | +6,578+13.0% | Added |
| Tyler-Stone Wealth Management | 54,834 | $2.52M | 0.45% | 00.0% | Unchanged |
| EAM Investors, LLC | 52,053 | $2.40M | 0.41% | −33,503−39.2% | Reduced |
| Fox Run Management, L.L.C. | 49,684 | $2.29M | 0.35% | +44,508+859.9% | Added |
| Envestnet Asset Management Inc | 49,670 | $2.29M | 0.00% | −9,541−16.1% | Reduced |
| Manufacturers Life Insurance Company, The | 47,830 | $2.20M | 0.00% | +4,583+10.6% | Added |
| HRT Financial LP | 47,724 | $2.20M | 0.01% | +47,724 | New |
| Commonwealth Equity Services, LLC | 47,553 | $2.19M | 0.00% | +3,974+9.1% | Added |
| MetLife Investment Management | 46,452 | $2.14M | 0.01% | −709−1.5% | Reduced |
| Manchester Capital Management LLC | 43,392 | $2.00M | 0.25% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 43,133 | $1.99M | 0.06% | −25,924−37.5% | Reduced |
| Jefferies Financial Group Inc. | 42,415 | $1.95M | 0.03% | +12,242+40.6% | Added |
| Main Management ETF Advisors, LLC | 41,097 | $1.89M | 0.12% | +41,097 | New |
| Walleye Capital LLC | 40,686 | $1.87M | 0.02% | +5,362+15.2% | Added |