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 |
|---|---|---|---|---|---|
| Fairbanks Capital Management, Inc. | 11,800 | $543.2K | 0.35% | +11,800 | New |
| Teacher Retirement System of Texas | 11,947 | $549.9K | 0.00% | +11,947 | New |
| Bank of Montreal | 12,234 | $563.1K | 0.00% | −5,838−32.3% | Reduced |
| International Assets Investment Management, LLC | 12,630 | $581.4K | 0.05% | +7,076+127.4% | Added |
| Ieq Capital, LLC | 12,654 | $582.5K | 0.00% | +5,441+75.4% | Added |
| Atomi Financial Group, Inc. | 12,707 | $584.9K | 0.03% | +374+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,712 | $585.1K | 0.00% | +8,098+175.5% | Added |
| Advisors Asset Management, Inc. | 12,980 | $597.5K | 0.01% | +11,460+753.9% | Added |
| Caption Management, LLC | 13,000 | $598.4K | 0.03% | −1,500−10.3% | Reduced |
| State of Wisconsin Investment Board | 13,546 | $623.5K | 0.00% | +2,245+19.9% | Added |
| Harbour Investments, Inc. | 13,622 | $627.0K | 0.02% | −1,357−9.1% | Reduced |
| Blueshift Asset Management, LLC | 13,814 | $635.9K | 0.25% | +10,425+307.6% | Added |
| Banco Santander, S.A. | 14,000 | $644.4K | 0.01% | −1,000−6.7% | Reduced |
| Cetera Investment Advisers | 14,147 | $651.2K | 0.00% | −403−2.8% | Reduced |
| Private Advisor Group, LLC | 14,318 | $659.1K | 0.00% | +2,986+26.4% | Added |
| Bristlecone Advisors, LLC | 14,520 | $668.4K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,625 | $673.0K | 0.00% | −100−0.7% | Reduced |
| Gsa Capital Partners LLP | 14,927 | $687.0K | 0.06% | +14,927 | New |
| Kercheville Advisors, LLC | 15,000 | $690.5K | 0.28% | −50−0.3% | Reduced |
| Virtu Financial LLC | 15,238 | $701.0K | 0.04% | +7,343+93.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,138 | $710.0K | 0.00% | +15,045+106.8% | Added |
| Capital Advantage, Inc. | 11,625 | $715.8K | 0.13% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 15,557 | $716.1K | 0.10% | +5,218+50.5% | Added |
| Virginia Retirement Systems Et Al | 16,800 | $773.3K | 0.01% | +16,800 | New |
| ProShare Advisors LLC | 17,326 | $797.5K | 0.00% | −4,788−21.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,449 | $803.2K | 0.01% | +537+3.2% | Added |
| CIBC World Markets Corp | 17,758 | $817.4K | 0.01% | +10,410+141.7% | Added |
| Shelton Capital Management | 18,000 | $828.5K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 18,148 | $835.4K | 0.10% | −1,102−5.7% | Reduced |
| Gemmer Asset Management LLC | 18,156 | $835.7K | 0.08% | +141+0.8% | Added |
| KLP Kapitalforvaltning AS | 18,200 | $837.7K | 0.00% | +2,300+14.5% | Added |
| Kera Capital Partners, Inc. | 18,371 | $845.6K | 0.25% | +18,371 | New |
| Apollon Wealth Management, LLC | 18,511 | $852.1K | 0.02% | +1,533+9.0% | Added |
| Jackson Creek Investment Advisors LLC | 19,049 | $877.0K | 0.28% | +19,049 | New |
| Handelsbanken Fonder AB | 19,100 | $879.0K | 0.00% | −300−1.5% | Reduced |
| Royal Bank of Canada | 19,101 | $880.0K | 0.00% | −898−4.5% | Reduced |
| WMG Financial Advisors, LLC | 19,162 | $882.0K | 0.38% | −2,050−9.7% | Reduced |
| Gryphon Financial Partners LLC | 19,721 | $907.8K | 0.13% | −4,783−19.5% | Reduced |
| Truist Financial Corp | 19,762 | $909.6K | 0.00% | −7,351−27.1% | Reduced |
| Comerica Bank | 19,788 | $910.8K | 0.00% | −1,408−6.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,848 | $914.0K | 0.00% | −19,607−49.7% | Reduced |
| Occudo Quantitative Strategies LP | 19,698 | $931.5K | 0.12% | +19,698 | New |
| Voya Investment Management LLC | 21,153 | $973.7K | 0.00% | −1,914−8.3% | Reduced |
| Boston Private Wealth LLC | 21,224 | $976.9K | 0.04% | +14+0.1% | Added |
| State Board of Administration of Florida Retirement System | 21,376 | $983.9K | 0.00% | +880+4.3% | Added |
| Rockefeller Capital Management L.P. | 21,404 | $985.2K | 0.00% | +21,404 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,825 | $1.00M | 0.00% | +2,132+10.8% | Added |
| Jacobs Levy Equity Management, Inc | 23,230 | $1.07M | 0.00% | −3,187−12.1% | Reduced |
| Arizona State Retirement System | 23,530 | $1.08M | 0.01% | +1,469+6.7% | Added |
| Oppenheimer Asset Management Inc. | 24,352 | $1.12M | 0.01% | +322+1.3% | Added |
| Maxi Investments CY Ltd | 24,400 | $1.12M | 0.22% | −5,200−17.6% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 25,214 | $1.16M | 0.54% | +25,214 | New |
| CTC LLC | 25,381 | $1.17M | 0.19% | +1,230+5.1% | Added |
| New York State Common Retirement Fund | 25,526 | $1.17M | 0.00% | +1,004+4.1% | Added |
| Mercer Global Advisors Inc | 25,661 | $1.18M | 0.00% | +1,262+5.2% | Added |
| SEI Investments Co | 26,013 | $1.20M | 0.00% | +4,319+19.9% | Added |
| Hidden Lake Asset Management LP | 27,062 | $1.25M | 1.23% | −134,768−83.3% | Reduced |
| IMC-Chicago, LLC | 27,847 | $1.28M | 0.05% | −109,395−79.7% | Reduced |
| SBI Securities Co., Ltd. | 27,871 | $1.28M | 0.04% | +11,389+69.1% | Added |
| Advisor Group Holdings, Inc. | 28,101 | $1.29M | 0.00% | +4,482+19.0% | Added |
| Credit Agricole S A | 28,367 | $1.31M | 0.00% | +23,641+500.2% | Added |
| Nomura Holdings Inc | 28,399 | $1.31M | 0.01% | +413+1.5% | Added |
| State of New Jersey Common Pension Fund D | 28,659 | $1.32M | 0.01% | −893−3.0% | Reduced |
| Point72 Asset Management, L.P. | 28,911 | $1.33M | 0.00% | +28,911 | New |
| Mariner, LLC | 30,609 | $1.41M | 0.00% | +8,169+36.4% | Added |
| Natixis Advisors, L.P. | 30,649 | $1.41M | 0.00% | +9,946+48.0% | Added |
| Creative Planning | 31,248 | $1.44M | 0.00% | +13,316+74.3% | Added |
| Cubist Systematic Strategies, LLC | 31,824 | $1.46M | 0.02% | −1,018−3.1% | Reduced |
| Dimensional Fund Advisors LP | 32,297 | $1.49M | 0.00% | +15,230+89.2% | Added |
| PEAK6 LLC | 32,850 | $1.51M | 0.06% | +32,850 | New |
| Wolverine Trading, LLC | 32,517 | $1.54M | 0.05% | +7,972+32.5% | Added |
| Scientech Research LLC | 34,958 | $1.61M | 0.43% | +34,958 | New |
| SG Americas Securities, LLC | 35,604 | $1.64M | 0.01% | +35,604 | New |
| Guided Capital Wealth Management, LLC | 35,828 | $1.65M | 1.38% | +35,828 | New |
| Simplicity Wealth,LLC | 37,197 | $1.71M | 0.13% | +37,197 | New |
| Janus Henderson Group PLC | 36,427 | $1.72M | 0.00% | +4,031+12.4% | Added |
| Ensign Peak Advisors, Inc | 37,536 | $1.73M | 0.00% | +6,436+20.7% | Added |
| TCI Wealth Advisors, Inc. | 37,590 | $1.73M | 0.14% | +6,395+20.5% | Added |
| Bayesian Capital Management, LP | 38,100 | $1.75M | 0.29% | +18,200+91.5% | Added |
| Coastal Bridge Advisors, LLC | 38,388 | $1.77M | 0.25% | +2,800+7.9% | Added |
| Bailard, Inc. | 38,759 | $1.78M | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 38,948 | $1.79M | 0.02% | +12,206+45.6% | Added |
| MML Investors Services, LLC | 39,042 | $1.80M | 0.01% | −2,944−7.0% | Reduced |
| Corebridge Financial, Inc. | 39,207 | $1.80M | 0.01% | +166+0.4% | Added |
| Los Angeles Capital Management LLC | 39,439 | $1.82M | 0.01% | +8,141+26.0% | Added |
| SCS Capital Management LLC | 40,000 | $1.84M | 0.02% | +40,000 | New |
| Miracle Mile Advisors, LLC | 40,440 | $1.86M | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 40,686 | $1.87M | 0.02% | +5,362+15.2% | Added |
| Main Management ETF Advisors, LLC | 41,097 | $1.89M | 0.12% | +41,097 | New |
| Jefferies Financial Group Inc. | 42,415 | $1.95M | 0.03% | +12,242+40.6% | Added |
| Brevan Howard Capital Management LP | 43,133 | $1.99M | 0.06% | −25,924−37.5% | Reduced |
| Manchester Capital Management LLC | 43,392 | $2.00M | 0.25% | 00.0% | Unchanged |
| MetLife Investment Management | 46,452 | $2.14M | 0.01% | −709−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 47,553 | $2.19M | 0.00% | +3,974+9.1% | Added |
| HRT Financial LP | 47,724 | $2.20M | 0.01% | +47,724 | New |
| Manufacturers Life Insurance Company, The | 47,830 | $2.20M | 0.00% | +4,583+10.6% | Added |
| Envestnet Asset Management Inc | 49,670 | $2.29M | 0.00% | −9,541−16.1% | Reduced |
| Fox Run Management, L.L.C. | 49,684 | $2.29M | 0.35% | +44,508+859.9% | Added |
| EAM Investors, LLC | 52,053 | $2.40M | 0.41% | −33,503−39.2% | Reduced |
| Tyler-Stone Wealth Management | 54,834 | $2.52M | 0.45% | 00.0% | Unchanged |