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 |
|---|---|---|---|---|---|
| Algert Global LLC | 57,184 | $2.63M | 0.07% | +6,578+13.0% | Added |
| Ameriprise Financial Inc | 59,129 | $2.72M | 0.00% | −5,148−8.0% | Reduced |
| Price T Rowe Associates Inc | 60,528 | $2.79M | 0.00% | +4,172+7.4% | Added |
| EAM Global Investors LLC | 61,551 | $2.83M | 0.77% | +61,551 | New |
| Tudor Investment Corp Et Al | 63,294 | $2.91M | 0.03% | +13,729+27.7% | Added |
| Royal Fund Management, LLC | 65,340 | $3.01M | 0.36% | +65,340 | New |
| Quantinno Capital Management LP | 66,524 | $3.06M | 0.02% | −11,499−14.7% | Reduced |
| Hillsdale Investment Management Inc. | 68,300 | $3.14M | 0.16% | +5,700+9.1% | Added |
| Landscape Capital Management, L.L.C. | 70,117 | $3.23M | 0.29% | +48,342+222.0% | Added |
| Susquehanna Fundamental Investments, LLC | 70,160 | $3.23M | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 73,451 | $3.38M | 0.00% | +12,683+20.9% | Added |
| Deutsche Bank AG | 73,816 | $3.40M | 0.00% | −13,774−15.7% | Reduced |
| Edgestream Partners, L.P. | 74,077 | $3.41M | 0.12% | +74,077 | New |
| Intech Investment Management LLC | 74,134 | $3.41M | 0.04% | +30,739+70.8% | Added |
| Robeco Institutional Asset Management B.V. | 75,000 | $3.45M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 76,036 | $3.50M | 0.00% | +4,706+6.6% | Added |
| Macquarie Group Ltd | 76,649 | $3.53M | 0.00% | +76,649 | New |
| Legal & General Group Plc | 82,085 | $3.78M | 0.00% | +4,465+5.8% | Added |
| Alliancebernstein L.P. | 90,910 | $4.18M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 93,630 | $4.31M | 0.00% | +9,911+11.8% | Added |
| Group One Trading, L.P. | 94,690 | $4.36M | 0.18% | +94,690 | New |
| ExodusPoint Capital Management, LP | 96,080 | $4.42M | 0.06% | +30,088+45.6% | Added |
| AQR Capital Management LLC | 96,706 | $4.45M | 0.00% | +45,664+89.5% | Added |
| Parallax Volatility Advisers, L.P. | 99,398 | $4.58M | 0.15% | +99,398 | New |
| Bank of Nova Scotia | 110,031 | $5.06M | 0.01% | −13,160−10.7% | Reduced |
| Rhumbline Advisers | 117,307 | $5.40M | 0.01% | +5,160+4.6% | Added |
| Raymond James Financial Inc | 118,678 | $5.46M | 0.00% | −3,062−2.5% | Reduced |
| Principal Financial Group Inc | 118,687 | $5.46M | 0.00% | +112,002+1,675.4% | Added |
| Magnetar Financial LLC | 121,701 | $5.60M | 0.07% | +110,099+949.0% | Added |
| Schonfeld Strategic Advisors LLC | 127,647 | $5.88M | 0.04% | +81,922+179.2% | Added |
| Millennium Management LLC | 128,840 | $5.93M | 0.01% | −89,467−41.0% | Reduced |
| Jane Street Group, LLC | 130,830 | $6.02M | 0.01% | −148,197−53.1% | Reduced |
| Engineers Gate Manager LP | 136,866 | $6.30M | 0.11% | −143,143−51.1% | Reduced |
| First Trust Advisors LP | 141,161 | $6.50M | 0.01% | +7,879+5.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 147,135 | $6.77M | 0.01% | +35,070+31.3% | Added |
| Swiss National Bank | 159,100 | $7.32M | 0.01% | +9,400+6.3% | Added |
| Liontrust Investment Partners LLP | 161,402 | $7.43M | 0.12% | +97,836+153.9% | Added |
| Canada Pension Plan Investment Board | 172,600 | $7.94M | 0.01% | +172,600 | New |
| UBS Asset Management Americas Inc | 173,017 | $7.96M | 0.00% | +27,287+18.7% | Added |
| Twin Tree Management, LP | 175,857 | $8.09M | 0.18% | +155,553+766.1% | Added |
| Quantbot Technologies LP | 180,035 | $8.29M | 0.26% | +147,582+454.8% | Added |
| Sepio Capital, LP | 180,300 | $8.30M | 0.66% | +180,300 | New |
| Aquatic Capital Management LLC | 186,885 | $8.60M | 0.22% | +186,885 | New |
| HSBC Holdings PLC | 204,678 | $9.37M | 0.01% | +14,385+7.6% | Added |
| Toroso Investments, LLC | 217,631 | $10.0M | 0.08% | +76,926+54.7% | Added |
| Verition Fund Management LLC | 226,883 | $10.4M | 0.06% | +121,269+114.8% | Added |
| Citadel Advisors LLC | 234,794 | $10.8M | 0.01% | +202,094+618.0% | Added |
| Bank of New York Mellon Corp | 241,211 | $11.1M | 0.00% | −33,271−12.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 262,000 | $12.1M | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 262,327 | $12.1M | 0.18% | +95,290+57.0% | Added |
| Citigroup Inc | 351,101 | $16.2M | 0.01% | −5,539−1.6% | Reduced |
| Pathstone Holdings, LLC | 387,368 | $17.8M | 0.08% | −8,728−2.2% | Reduced |
| Kadensa Capital Ltd | 412,171 | $19.0M | 2.35% | +412,171 | New |
| Nuveen, LLC | 414,893 | $19.1M | 0.01% | +414,893 | New |
| Squarepoint Ops LLC | 426,077 | $19.6M | 0.05% | −32,888−7.2% | Reduced |
| Trexquant Investment LP | 476,646 | $21.9M | 0.26% | −119,743−20.1% | Reduced |
| Charles Schwab Investment Management Inc | 657,855 | $30.3M | 0.01% | +737+0.1% | Added |
| Summit Partners Public Asset Management, LLC | 671,000 | $30.9M | 1.48% | −312,000−31.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 677,049 | $31.2M | 0.14% | +221,881+48.7% | Added |
| JPMorgan Chase & Co | 679,055 | $31.3M | 0.00% | −44,251−6.1% | Reduced |
| Barclays PLC | 731,951 | $33.7M | 0.02% | +332,326+83.2% | Added |
| UBS Group AG | 757,925 | $34.9M | 0.01% | +195,881+34.9% | Added |
| Northern Trust Corp | 774,806 | $35.7M | 0.01% | −7,751−1.0% | Reduced |
| Capital Fund Management S.A. | 854,152 | $39.3M | 0.50% | +765,134+859.5% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $40.1M | 0.18% | +521,887+149.5% | Added |
| Man Group plc | 905,197 | $41.7M | 0.12% | +312,954+52.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 907,581 | $41.8M | 0.16% | +197,876+27.9% | Added |
| Voloridge Investment Management, LLC | 952,701 | $43.9M | 0.16% | −74,159−7.2% | Reduced |
| Norges Bank | 986,037 | $45.4M | 0.01% | +577,425+141.3% | Added |
| Susquehanna International Group, LLP | 987,638 | $45.5M | 0.07% | +455,509+85.6% | Added |
| Qube Research & Technologies Ltd | 1,178,408 | $54.2M | 0.08% | +573,386+94.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,197,966 | $55.1M | 0.12% | +44,635+3.9% | Added |
| Bank of America Corp | 1,198,187 | $55.2M | 0.00% | +237,433+24.7% | Added |
| Driehaus Capital Management LLC | 1,215,237 | $55.9M | 0.54% | +506,787+71.5% | Added |
| D. E. Shaw & Co., Inc. | 1,223,923 | $56.3M | 0.07% | −2,063,836−62.8% | Reduced |
| Invesco Ltd. | 1,270,352 | $58.5M | 0.01% | +560,668+79.0% | Added |
| Renaissance Technologies LLC | 1,441,600 | $66.4M | 0.10% | +61,700+4.5% | Added |
| Two Sigma Advisers, LP | 1,474,200 | $67.9M | 0.15% | −235,100−13.8% | Reduced |
| Two Sigma Investments, LP | 1,499,186 | $69.0M | 0.15% | −423,584−22.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,566,516 | $72.1M | 0.06% | −6,695−0.4% | Reduced |
| Morgan Stanley | 1,587,727 | $73.1M | 0.01% | −1,045,082−39.7% | Reduced |
| Fred Alger Management, LLC | 1,764,136 | $81.2M | 0.46% | −150,985−7.9% | Reduced |
| Goldman Sachs Group Inc | 1,829,422 | $84.2M | 0.02% | −583,932−24.2% | Reduced |
| Geode Capital Management, LLC | 1,935,534 | $89.1M | 0.01% | +89,096+4.8% | Added |
| State Street Corp | 2,008,749 | $92.5M | 0.00% | −22,755−1.1% | Reduced |
| BlackRock, Inc. | 6,510,168 | $299.7M | 0.01% | +198,579+3.1% | Added |
| Vanguard Group Inc | 8,014,656 | $368.9M | 0.01% | +221,204+2.8% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,061,512−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −221,480−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −93,126−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −56,700−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −51,940−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −51,425−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −33,704−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −32,842−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −23,706−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,640−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −16,319−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −15,637−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −15,425−100.0% | Sold out |