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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 500 | $23.0K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 502 | $23.1K | 0.00% | +17+3.5% | Added |
| Optimum Investment Advisors | 510 | $23.5K | 0.01% | +300+142.9% | Added |
| Fifth Third Bancorp | 600 | $27.6K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 673 | $31.0K | 0.00% | −1,837−73.2% | Reduced |
| Quadrant Capital Group LLC | 715 | $32.9K | 0.00% | +10+1.4% | Added |
| Shell Asset Management Co | 787 | $36.0K | 0.00% | −31−3.8% | Reduced |
| Daiwa Securities Group Inc. | 827 | $38.0K | 0.00% | −30−3.5% | Reduced |
| Farther Finance Advisors, LLC | 843 | $38.8K | 0.00% | −39−4.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 869 | $40.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 908 | $41.8K | 0.00% | −28−3.0% | Reduced |
| Signaturefd, LLC | 974 | $44.8K | 0.00% | +66+7.3% | Added |
| Albion Financial Group | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,416 | $65.2K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,475 | $67.9K | 0.00% | −100−6.3% | Reduced |
| GAMMA Investing LLC | 1,662 | $76.5K | 0.01% | +314+23.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,771 | $81.5K | 0.00% | +166+10.3% | Added |
| Coldstream Capital Management Inc | 1,841 | $84.7K | 0.00% | +1,841 | New |
| Wolverine Asset Management LLC | 1,866 | $85.9K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,904 | $87.6K | 0.01% | +1,394+273.3% | Added |
| The PNC Financial Services Group, Inc. | 1,950 | $89.8K | 0.00% | +1,548+385.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,359 | $90.6K | 0.02% | +1,359 | New |
| GWM Advisors LLC | 1,997 | $91.9K | 0.00% | +333+20.0% | Added |
| Asset Management One Co.,Ltd. | 2,010 | $92.5K | 0.00% | +836+71.2% | Added |
| Tower Research Capital LLC (TRC) | 2,241 | $103.2K | 0.00% | −2,131−48.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,684 | $123.5K | 0.00% | +413+18.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,699 | $124.2K | 0.02% | +2,678+12,752.4% | Added |
| Amalgamated Bank | 2,759 | $127.0K | 0.00% | +152+5.8% | Added |
| Orion Capital Management LLC | 2,760 | $127.0K | 0.05% | −1,500−35.2% | Reduced |
| Rakuten Securities, Inc. | 2,888 | $132.9K | 0.07% | +2,392+482.3% | Added |
| Westside Investment Management, Inc. | 3,050 | $140.3K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,145 | $144.7K | 0.01% | +131+4.3% | Added |
| Virtus ETF Advisers LLC | 3,497 | $161.0K | 0.10% | +3,497 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,518 | $161.9K | 0.00% | +353+11.2% | Added |
| KBC Group NV | 3,741 | $172.0K | 0.00% | +653+21.1% | Added |
| Russell Investments Group, Ltd. | 4,016 | $184.9K | 0.00% | +3,045+313.6% | Added |
| CWM, LLC | 4,152 | $191.0K | 0.00% | +2,817+211.0% | Added |
| Garden State Investment Advisory Services LLC | 4,401 | $202.6K | 0.06% | +4,401 | New |
| Acadian Asset Management LLC | 4,541 | $208.0K | 0.00% | +4,541 | New |
| XTX Topco Ltd | 4,532 | $208.6K | 0.01% | −5,922−56.6% | Reduced |
| Seros Financial, LLC | 4,589 | $211.2K | 0.16% | +4,589 | New |
| Perennial Investment Advisors, LLC | 4,620 | $212.6K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,628 | $213.0K | 0.00% | +563+13.8% | Added |
| Atria Investments LLC | 4,677 | $215.3K | 0.00% | +455+10.8% | Added |
| Tradition Wealth Management, LLC | 4,713 | $216.9K | 0.02% | −5−0.1% | Reduced |
| CIBC World Markets Inc. | 4,727 | $217.6K | 0.00% | −90−1.9% | Reduced |
| Gotham Asset Management, LLC | 4,821 | $221.9K | 0.00% | −261−5.1% | Reduced |
| Federated Hermes, Inc. | 4,905 | $225.8K | 0.00% | −2,621−34.8% | Reduced |
| Cresset Asset Management, LLC | 5,072 | $233.5K | 0.00% | −677−11.8% | Reduced |
| Advisory Services Network, LLC | 5,127 | $236.0K | 0.00% | +573+12.6% | Added |
| AdvisorNet Financial, Inc | 5,150 | $237.1K | 0.02% | −15−0.3% | Reduced |
| EMC Capital Management | 5,100 | $239.0K | 0.14% | 00.0% | Unchanged |
| STRS Ohio | 5,200 | $239.4K | 0.00% | −3,100−37.3% | Reduced |
| Merit Financial Group, LLC | 5,263 | $242.3K | 0.00% | +867+19.7% | Added |
| Mach-1 Financial Group, Inc. | 5,274 | $242.8K | 0.07% | +5,274 | New |
| Independent Advisor Alliance | 5,425 | $249.7K | 0.01% | +483+9.8% | Added |
| J. Goldman & Co LP | 5,500 | $253.2K | 0.01% | +5,500 | New |
| Public Employees Retirement Association of Colorado | 5,524 | $254.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,564 | $256.1K | 0.00% | +345+6.6% | Added |
| Symmetry Partners, LLC | 5,677 | $261.3K | 0.04% | +577+11.3% | Added |
| Stratos Wealth Partners, LTD. | 5,765 | $265.4K | 0.00% | +102+1.8% | Added |
| Vontobel Holding Ltd. | 5,769 | $265.5K | 0.00% | +1,969+51.8% | Added |
| Synergy Financial Group, LTD | 5,793 | $266.7K | 0.24% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,920 | $272.5K | 0.00% | −19−0.3% | Reduced |
| JustInvest LLC | 5,930 | $273.0K | 0.00% | +404+7.3% | Added |
| QRG Capital Management, Inc. | 6,130 | $282.2K | 0.00% | +47+0.8% | Added |
| Xponance, Inc. | 6,171 | $284.1K | 0.00% | +401+6.9% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $284.1K | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,419 | $295.5K | 0.00% | +2,779+76.3% | Added |
| Intellectus Partners, LLC | 6,850 | $315.3K | 0.08% | −200−2.8% | Reduced |
| Marex Group plc | 6,855 | $315.5K | 0.01% | −1,139−14.2% | Reduced |
| Jones Financial Companies LLLP | 6,750 | $319.2K | 0.00% | +1,239+22.5% | Added |
| Quantitative Investment Management, LLC | 7,083 | $326.0K | 0.03% | +7,083 | New |
| Portman Square Capital LLP | 7,106 | $327.1K | 0.05% | +7,106 | New |
| Neuberger Berman Group LLC | 7,179 | $330.4K | 0.00% | −207−2.8% | Reduced |
| Prudential Financial Inc | 7,370 | $339.2K | 0.00% | −3,433−31.8% | Reduced |
| National Bank of Canada | 7,449 | $342.9K | 0.00% | −128,260−94.5% | Reduced |
| Inspire Advisors, LLC | 7,616 | $350.6K | 0.04% | +419+5.8% | Added |
| FMR LLC | 7,670 | $353.1K | 0.00% | +1,407+22.5% | Added |
| Versor Investments LP | 7,794 | $358.8K | 0.06% | −2,606−25.1% | Reduced |
| Atria Wealth Solutions, Inc. | 7,966 | $366.7K | 0.00% | −11,043−58.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $367.9K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,000 | $368.2K | 0.01% | −215−2.6% | Reduced |
| Left Brain Wealth Management, LLC | 8,170 | $376.1K | 0.16% | −3,500−30.0% | Reduced |
| Kestra Advisory Services, LLC | 8,234 | $379.0K | 0.00% | −953−10.4% | Reduced |
| Prelude Capital Management, LLC | 8,479 | $390.3K | 0.04% | +3,631+74.9% | Added |
| Newbridge Financial Services Group, Inc. | 8,619 | $396.7K | 0.10% | −43−0.5% | Reduced |
| Nebula Research & Development LLC | 8,940 | $411.5K | 0.04% | +5,681+174.3% | Added |
| Aigen Investment Management, LP | 9,069 | $417.4K | 0.07% | −7,165−44.1% | Reduced |
| Bayforest Capital Ltd | 9,081 | $418.0K | 0.18% | +3,118+52.3% | Added |
| Point72 Hong Kong Ltd | 9,304 | $428.3K | 0.03% | +9,304 | New |
| US Bancorp | 9,567 | $440.4K | 0.00% | −1,137−10.6% | Reduced |
| Victory Capital Management Inc | 9,811 | $451.6K | 0.00% | +41+0.4% | Added |
| Prakash Investment Advisors LLC | 10,425 | $479.9K | 0.53% | −1,050−9.2% | Reduced |
| Altshuler Shaham Ltd | 10,500 | $483.3K | 0.01% | +10,500 | New |
| Nisa Investment Advisors, LLC | 10,745 | $494.6K | 0.00% | −506−4.5% | Reduced |
| Centiva Capital, LP | 11,122 | $511.9K | 0.03% | +11,122 | New |
| Jennison Associates LLC | 11,177 | $514.5K | 0.00% | +2,078+22.8% | Added |
| Prime Capital Investment Advisors, LLC | 11,494 | $529.1K | 0.01% | +1,931+20.2% | Added |
| Pictet Asset Management Holding SA | 11,668 | $537.1K | 0.00% | +1,342+13.0% | Added |