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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.

Q1 2025 vs. Q4 2024

How the institutions holding Upstart Holdings, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of UPST: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders3917387+3
Shares58.3M446.0K60.2M+2.40M (+4.2%)
Value$3.59B$27.5M$2.77B−$789.5M (−22.2%)

7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to UPST in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC414,893$19.1M0.01%
Kadensa Capital Ltd412,171$19.0M2.35%
Aquatic Capital Management LLC186,885$8.60M0.22%
Sepio Capital, LP180,300$8.30M0.66%
Canada Pension Plan Investment Board172,600$7.94M0.01%
Parallax Volatility Advisers, L.P.99,398$4.58M0.15%
Group One Trading, L.P.94,690$4.36M0.18%
Macquarie Group Ltd76,649$3.53M0.00%
Edgestream Partners, L.P.74,077$3.41M0.12%
Royal Fund Management, LLC65,340$3.01M0.36%
EAM Global Investors LLC61,551$2.83M0.77%
HRT Financial LP47,724$2.20M0.01%
Main Management ETF Advisors, LLC41,097$1.89M0.12%
SCS Capital Management LLC40,000$1.84M0.02%
Simplicity Wealth,LLC37,197$1.71M0.13%
Guided Capital Wealth Management, LLC35,828$1.65M1.38%
SG Americas Securities, LLC35,604$1.64M0.01%
Scientech Research LLC34,958$1.61M0.43%
PEAK6 LLC32,850$1.51M0.06%
Point72 Asset Management, L.P.28,911$1.33M0.00%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.25,214$1.16M0.54%
Rockefeller Capital Management L.P.21,404$985.2K0.00%
Occudo Quantitative Strategies LP19,698$931.5K0.12%
Jackson Creek Investment Advisors LLC19,049$877.0K0.28%
Kera Capital Partners, Inc.18,371$845.6K0.25%
Virginia Retirement Systems Et Al16,800$773.3K0.01%
Gsa Capital Partners LLP14,927$687.0K0.06%
Teacher Retirement System of Texas11,947$549.9K0.00%
Fairbanks Capital Management, Inc.11,800$543.2K0.35%
Centiva Capital, LP11,122$511.9K0.03%
Altshuler Shaham Ltd10,500$483.3K0.01%
Point72 Hong Kong Ltd9,304$428.3K0.03%
Portman Square Capital LLP7,106$327.1K0.05%
Quantitative Investment Management, LLC7,083$326.0K0.03%
J. Goldman & Co LP5,500$253.2K0.01%
Mach-1 Financial Group, Inc.5,274$242.8K0.07%
Seros Financial, LLC4,589$211.2K0.16%
Acadian Asset Management LLC4,541$208.0K0.00%
Garden State Investment Advisory Services LLC4,401$202.6K0.06%
Virtus ETF Advisers LLC3,497$161.0K0.10%
Aster Capital Management (DIFC) Ltd1,359$90.6K0.02%
Coldstream Capital Management Inc1,841$84.7K0.00%
Bogart Wealth, LLC500$23.0K0.00%
Banque Cantonale Vaudoise215$10.0K0.00%
Flaharty Asset Management, LLC200$9.21K0.00%
N.E.W. Advisory Services LLC200$9.21K0.00%
South State Corp.180$8.29K0.00%
Accredited Wealth Management, LLC154$7.09K0.01%
Putney Financial Group LLC118$5.43K0.01%
Pine Valley Investments Ltd Liability Co117$5.39K0.00%
Ci Investments Inc.58$3.00K0.00%
Inlight Wealth Management, LLC52$2.39K0.00%
Wiser Advisor Group LLC50$2.30K0.00%
DecisionPoint Financial, LLC47$2.16K0.00%
Parkside Financial Bank & Trust40$1.84K0.00%
Huntington National Bank30$1.38K0.00%
Stephens Consulting, LLC25$1.15K0.00%
Asset Dedication, LLC8$3690.00%

Sold out (55)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of UPST in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Marshall Wace, LLP1,061,512$65.4M
Azora Capital LP221,480$13.6M
Agf Management Ltd93,126$5.73M
Aristeia Capital LLC56,700$3.49M
Hel Ved Capital Management Ltd51,940$3.20M
Twinbeech Capital LP51,425$3.17M
Legacy Capital Group California, Inc.33,704$2.08M
Union Bancaire Privee, UBP SA32,842$2.06M
Voleon Capital Management LP23,706$1.46M
Dynamic Technology Lab Private Ltd16,640$1.02M
Zweig-DiMenna Associates LLC16,319$1.00M
Steel Peak Wealth Management LLC15,637$962.8K
Fieldview Capital Management, LLC15,425$949.7K
Harbor Capital Advisors, Inc.11,721$722.0K
Crestline Management, LP10,004$615.9K
Oxford Asset Management LLP8,412$517.9K
Neo Ivy Capital Management8,019$493.0K
American Century Companies Inc7,950$489.5K
Prosperity Wealth Management, Inc.6,965$428.8K
Sherbrooke Park Advisers LLC6,701$412.6K
Mandatum Life Insurance Co Ltd6,050$372.5K
Virtus Investment Advisers, Inc.5,400$332.5K
GTS Securities LLC4,753$292.6K
Entropy Technologies, LP4,617$284.3K
Summit Financial Strategies, Inc.4,561$280.8K
Commerce Bank3,675$226.3K
Mitsubishi UFJ Trust & Banking Corp3,642$224.2K
Blair William & Co3,600$221.7K
Wealthcare Advisory Partners LLC3,552$218.7K
Keudell/Morrison Wealth Management3,450$212.4K
Foundations Investment Advisors, LLC3,368$207.4K
GWN Securities Inc.3,110$204.9K
Bridgefront Capital, LLC3,259$200.7K
SLT Holdings LLC3,250$200.1K
Castleview Partners, LLC1,914$116.4K
R Squared Ltd1,560$96.0K
Caitong International Asset Management Co., Ltd943$58.1K
Venturi Wealth Management, LLC809$49.8K
Elequin Capital LP390$24.0K
Quest 10 Wealth Builders, Inc.350$21.6K
Point72 Asia (Singapore) Pte. Ltd.348$21.4K
Raelipskie Partnership315$19.4K
New Millennium Group LLC280$17.2K
GeoWealth Management, LLC188$11.6K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC167$10.3K
New Wave Wealth Advisors LLC93$5.73K
POM Investment Strategies, LLC73$4.50K
Painted Porch Advisors LLC60$3.69K
Caldwell Sutter Capital, Inc.25$1.54K
Spire Wealth Management15$924
Decker Retirement Planning Inc.6$369
Quarry LP5$308
Creekmur Asset Management LLC4$246
Optiver Holding B.V.3$185
Strategic Investment Solutions, Inc.203$0

Not filed for Q1 2025 yet (7)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC440,294$27.1M
Cassady Schiller Wealth Management, LLC5,013$308.6K
Virtus Fund Advisers, LLC518$31.9K
Hanseatic Management Services Inc88$5.42K
WR Wealth Planners, LLC27$1.66K
Global Retirement Partners, LLC10$616
Oliver Lagore Vanvalin Investment Group1$57