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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $46 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $92 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $139 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $139 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $185 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $369 | 0.00% | +8 | New |
| Sound Income Strategies, LLC | 10 | $460 | 0.00% | −20−66.7% | Reduced |
| Assetmark, Inc | 10 | $460 | 0.00% | −3−23.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 10 | $460 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $461 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $484 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $599 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $618 | 0.04% | −2−13.3% | Reduced |
| Gen-Wealth Partners Inc | 15 | $690 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $736 | 0.00% | 00.0% | Unchanged |
| Amundi | 23 | $890 | 0.00% | +14+155.6% | Added |
| Sawyer & Company, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 25 | $1.15K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $1.15K | 0.00% | +25 | New |
| West Oak Capital, LLC | 25 | $1.20K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 30 | $1.38K | 0.00% | +30 | New |
| Clearstead Advisors, LLC | 35 | $1.61K | 0.00% | −6−14.6% | Reduced |
| Pacifica Partners Inc. | 44 | $1.70K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $1.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $1.84K | 0.00% | +11+37.9% | Added |
| Parkside Financial Bank & Trust | 40 | $1.84K | 0.00% | +40 | New |
| Anchor Investment Management, LLC | 41 | $1.89K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $1.98K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 58 | $2.00K | 0.00% | +7+13.7% | Added |
| Hemington Wealth Management | 46 | $2.00K | 0.00% | −5−9.8% | Reduced |
| DecisionPoint Financial, LLC | 47 | $2.16K | 0.00% | +47 | New |
| Prestige Wealth Management Group LLC | 50 | $2.30K | 0.00% | −1−2.0% | Reduced |
| Skopos Labs, Inc. | 50 | $2.30K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $2.30K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 50 | $2.30K | 0.00% | +50 | New |
| Inlight Wealth Management, LLC | 52 | $2.39K | 0.00% | +52 | New |
| Continuum Advisory, LLC | 54 | $2.49K | 0.00% | +7+14.9% | Added |
| True Wealth Design, LLC | 59 | $2.72K | 0.00% | +3+5.4% | Added |
| Sunbelt Securities, Inc. | 60 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 65 | $3.00K | 0.00% | −5−7.1% | Reduced |
| Avion Wealth | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 58 | $3.00K | 0.00% | +58 | New |
| CIBC Private Wealth Group, LLC | 104 | $3.73K | 0.00% | +4+4.0% | Added |
| Gordian Capital Singapore Pte Ltd | 80 | $3.78K | 0.00% | −1−1.2% | Reduced |
| Sterling Capital Management LLC | 83 | $3.82K | 0.00% | +2+2.5% | Added |
| SRS Capital Advisors, Inc. | 88 | $4.05K | 0.00% | +16+22.2% | Added |
| Frazier Financial Advisors, LLC | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 105 | $4.83K | 0.00% | −82−43.9% | Reduced |
| EverSource Wealth Advisors, LLC | 111 | $5.11K | 0.00% | +77+226.5% | Added |
| UMA Financial Services, Inc. | 114 | $5.25K | 0.00% | +24+26.7% | Added |
| Pine Valley Investments Ltd Liability Co | 117 | $5.39K | 0.00% | +117 | New |
| Putney Financial Group LLC | 118 | $5.43K | 0.01% | +118 | New |
| Rothschild Investment LLC | 135 | $6.21K | 0.00% | +40+42.1% | Added |
| Private Trust Co NA | 140 | $6.44K | 0.00% | +11+8.5% | Added |
| Cullen/Frost Bankers, Inc. | 143 | $6.58K | 0.00% | +21+17.2% | Added |
| Transce3nd, LLC | 152 | $6.63K | 0.00% | −72−32.1% | Reduced |
| Adirondack Trust Co | 150 | $6.90K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 154 | $7.09K | 0.01% | +154 | New |
| Smartleaf Asset Management LLC | 150 | $7.09K | 0.00% | +50+50.0% | Added |
| GPS Wealth Strategies Group, LLC | 159 | $7.32K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 163 | $7.50K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 165 | $7.59K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 173 | $8.09K | 0.00% | −26−13.1% | Reduced |
| South State Corp. | 180 | $8.29K | 0.00% | +180 | New |
| Covestor Ltd | 202 | $9.00K | 0.01% | +1+0.5% | Added |
| Danske Bank A/S | 200 | $9.21K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 200 | $9.21K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $9.21K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $9.21K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $9.21K | 0.00% | +200 | New |
| N.E.W. Advisory Services LLC | 200 | $9.21K | 0.00% | +200 | New |
| MAI Capital Management | 204 | $9.39K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 210 | $9.67K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 215 | $10.0K | 0.00% | +215 | New |
| Quest Partners LLC | 236 | $10.9K | 0.00% | +155+191.4% | Added |
| Larson Financial Group LLC | 246 | $11.3K | 0.00% | +49+24.9% | Added |
| Massmutual Trust Co FSB | 251 | $11.6K | 0.00% | +51+25.5% | Added |
| Lindbrook Capital, LLC | 254 | $11.7K | 0.00% | −26−9.3% | Reduced |
| Versant Capital Management, Inc | 258 | $11.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $13.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 302 | $13.9K | 0.00% | −116−27.8% | Reduced |
| Rise Advisors, LLC | 307 | $14.1K | 0.01% | +161+110.3% | Added |
| TD Waterhouse Canada Inc. | 311 | $14.3K | 0.00% | +250+409.8% | Added |
| Y.D. More Investments Ltd | 370 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 391 | $18.0K | 0.00% | +56+16.7% | Added |
| IFP Advisors, Inc | 412 | $19.0K | 0.00% | −15−3.5% | Reduced |
| Fortitude Family Office, LLC | 437 | $20.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 452 | $20.8K | 0.00% | +100+28.4% | Added |