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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 40,440 | $1.86M | 0.04% | 00.0% | Unchanged |
| SCS Capital Management LLC | 40,000 | $1.84M | 0.02% | +40,000 | New |
| Los Angeles Capital Management LLC | 39,439 | $1.82M | 0.01% | +8,141+26.0% | Added |
| Corebridge Financial, Inc. | 39,207 | $1.80M | 0.01% | +166+0.4% | Added |
| MML Investors Services, LLC | 39,042 | $1.80M | 0.01% | −2,944−7.0% | Reduced |
| Zacks Investment Management | 38,948 | $1.79M | 0.02% | +12,206+45.6% | Added |
| Bailard, Inc. | 38,759 | $1.78M | 0.05% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 38,388 | $1.77M | 0.25% | +2,800+7.9% | Added |
| Bayesian Capital Management, LP | 38,100 | $1.75M | 0.29% | +18,200+91.5% | Added |
| TCI Wealth Advisors, Inc. | 37,590 | $1.73M | 0.14% | +6,395+20.5% | Added |
| Ensign Peak Advisors, Inc | 37,536 | $1.73M | 0.00% | +6,436+20.7% | Added |
| Janus Henderson Group PLC | 36,427 | $1.72M | 0.00% | +4,031+12.4% | Added |
| Simplicity Wealth,LLC | 37,197 | $1.71M | 0.13% | +37,197 | New |
| Guided Capital Wealth Management, LLC | 35,828 | $1.65M | 1.38% | +35,828 | New |
| SG Americas Securities, LLC | 35,604 | $1.64M | 0.01% | +35,604 | New |
| Scientech Research LLC | 34,958 | $1.61M | 0.43% | +34,958 | New |
| Wolverine Trading, LLC | 32,517 | $1.54M | 0.05% | +7,972+32.5% | Added |
| PEAK6 LLC | 32,850 | $1.51M | 0.06% | +32,850 | New |
| Dimensional Fund Advisors LP | 32,297 | $1.49M | 0.00% | +15,230+89.2% | Added |
| Cubist Systematic Strategies, LLC | 31,824 | $1.46M | 0.02% | −1,018−3.1% | Reduced |
| Creative Planning | 31,248 | $1.44M | 0.00% | +13,316+74.3% | Added |
| Natixis Advisors, L.P. | 30,649 | $1.41M | 0.00% | +9,946+48.0% | Added |
| Mariner, LLC | 30,609 | $1.41M | 0.00% | +8,169+36.4% | Added |
| Point72 Asset Management, L.P. | 28,911 | $1.33M | 0.00% | +28,911 | New |
| State of New Jersey Common Pension Fund D | 28,659 | $1.32M | 0.01% | −893−3.0% | Reduced |
| Nomura Holdings Inc | 28,399 | $1.31M | 0.01% | +413+1.5% | Added |
| Credit Agricole S A | 28,367 | $1.31M | 0.00% | +23,641+500.2% | Added |
| Advisor Group Holdings, Inc. | 28,101 | $1.29M | 0.00% | +4,482+19.0% | Added |
| SBI Securities Co., Ltd. | 27,871 | $1.28M | 0.04% | +11,389+69.1% | Added |
| IMC-Chicago, LLC | 27,847 | $1.28M | 0.05% | −109,395−79.7% | Reduced |
| Hidden Lake Asset Management LP | 27,062 | $1.25M | 1.23% | −134,768−83.3% | Reduced |
| SEI Investments Co | 26,013 | $1.20M | 0.00% | +4,319+19.9% | Added |
| Mercer Global Advisors Inc | 25,661 | $1.18M | 0.00% | +1,262+5.2% | Added |
| New York State Common Retirement Fund | 25,526 | $1.17M | 0.00% | +1,004+4.1% | Added |
| CTC LLC | 25,381 | $1.17M | 0.19% | +1,230+5.1% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 25,214 | $1.16M | 0.54% | +25,214 | New |
| Maxi Investments CY Ltd | 24,400 | $1.12M | 0.22% | −5,200−17.6% | Reduced |
| Oppenheimer Asset Management Inc. | 24,352 | $1.12M | 0.01% | +322+1.3% | Added |
| Arizona State Retirement System | 23,530 | $1.08M | 0.01% | +1,469+6.7% | Added |
| Jacobs Levy Equity Management, Inc | 23,230 | $1.07M | 0.00% | −3,187−12.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,825 | $1.00M | 0.00% | +2,132+10.8% | Added |
| Rockefeller Capital Management L.P. | 21,404 | $985.2K | 0.00% | +21,404 | New |
| State Board of Administration of Florida Retirement System | 21,376 | $983.9K | 0.00% | +880+4.3% | Added |
| Boston Private Wealth LLC | 21,224 | $976.9K | 0.04% | +14+0.1% | Added |
| Voya Investment Management LLC | 21,153 | $973.7K | 0.00% | −1,914−8.3% | Reduced |
| Occudo Quantitative Strategies LP | 19,698 | $931.5K | 0.12% | +19,698 | New |
| Cambridge Investment Research Advisors, Inc. | 19,848 | $914.0K | 0.00% | −19,607−49.7% | Reduced |
| Comerica Bank | 19,788 | $910.8K | 0.00% | −1,408−6.6% | Reduced |
| Truist Financial Corp | 19,762 | $909.6K | 0.00% | −7,351−27.1% | Reduced |
| Gryphon Financial Partners LLC | 19,721 | $907.8K | 0.13% | −4,783−19.5% | Reduced |
| WMG Financial Advisors, LLC | 19,162 | $882.0K | 0.38% | −2,050−9.7% | Reduced |
| Royal Bank of Canada | 19,101 | $880.0K | 0.00% | −898−4.5% | Reduced |
| Handelsbanken Fonder AB | 19,100 | $879.0K | 0.00% | −300−1.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 19,049 | $877.0K | 0.28% | +19,049 | New |
| Apollon Wealth Management, LLC | 18,511 | $852.1K | 0.02% | +1,533+9.0% | Added |
| Kera Capital Partners, Inc. | 18,371 | $845.6K | 0.25% | +18,371 | New |
| KLP Kapitalforvaltning AS | 18,200 | $837.7K | 0.00% | +2,300+14.5% | Added |
| Gemmer Asset Management LLC | 18,156 | $835.7K | 0.08% | +141+0.8% | Added |
| Headlands Technologies LLC | 18,148 | $835.4K | 0.10% | −1,102−5.7% | Reduced |
| Shelton Capital Management | 18,000 | $828.5K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 17,758 | $817.4K | 0.01% | +10,410+141.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,449 | $803.2K | 0.01% | +537+3.2% | Added |
| ProShare Advisors LLC | 17,326 | $797.5K | 0.00% | −4,788−21.7% | Reduced |
| Virginia Retirement Systems Et Al | 16,800 | $773.3K | 0.01% | +16,800 | New |
| Counterpoint Mutual Funds LLC | 15,557 | $716.1K | 0.10% | +5,218+50.5% | Added |
| Capital Advantage, Inc. | 11,625 | $715.8K | 0.13% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 29,138 | $710.0K | 0.00% | +15,045+106.8% | Added |
| Virtu Financial LLC | 15,238 | $701.0K | 0.04% | +7,343+93.0% | Added |
| Kercheville Advisors, LLC | 15,000 | $690.5K | 0.28% | −50−0.3% | Reduced |
| Gsa Capital Partners LLP | 14,927 | $687.0K | 0.06% | +14,927 | New |
| Janney Montgomery Scott LLC | 14,625 | $673.0K | 0.00% | −100−0.7% | Reduced |
| Bristlecone Advisors, LLC | 14,520 | $668.4K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,318 | $659.1K | 0.00% | +2,986+26.4% | Added |
| Cetera Investment Advisers | 14,147 | $651.2K | 0.00% | −403−2.8% | Reduced |
| Banco Santander, S.A. | 14,000 | $644.4K | 0.01% | −1,000−6.7% | Reduced |
| Blueshift Asset Management, LLC | 13,814 | $635.9K | 0.25% | +10,425+307.6% | Added |
| Harbour Investments, Inc. | 13,622 | $627.0K | 0.02% | −1,357−9.1% | Reduced |
| State of Wisconsin Investment Board | 13,546 | $623.5K | 0.00% | +2,245+19.9% | Added |
| Caption Management, LLC | 13,000 | $598.4K | 0.03% | −1,500−10.3% | Reduced |
| Advisors Asset Management, Inc. | 12,980 | $597.5K | 0.01% | +11,460+753.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,712 | $585.1K | 0.00% | +8,098+175.5% | Added |
| Atomi Financial Group, Inc. | 12,707 | $584.9K | 0.03% | +374+3.0% | Added |
| Ieq Capital, LLC | 12,654 | $582.5K | 0.00% | +5,441+75.4% | Added |
| International Assets Investment Management, LLC | 12,630 | $581.4K | 0.05% | +7,076+127.4% | Added |
| Bank of Montreal | 12,234 | $563.1K | 0.00% | −5,838−32.3% | Reduced |
| Teacher Retirement System of Texas | 11,947 | $549.9K | 0.00% | +11,947 | New |
| Fairbanks Capital Management, Inc. | 11,800 | $543.2K | 0.35% | +11,800 | New |
| Pictet Asset Management Holding SA | 11,668 | $537.1K | 0.00% | +1,342+13.0% | Added |
| Prime Capital Investment Advisors, LLC | 11,494 | $529.1K | 0.01% | +1,931+20.2% | Added |
| Jennison Associates LLC | 11,177 | $514.5K | 0.00% | +2,078+22.8% | Added |
| Centiva Capital, LP | 11,122 | $511.9K | 0.03% | +11,122 | New |
| Nisa Investment Advisors, LLC | 10,745 | $494.6K | 0.00% | −506−4.5% | Reduced |
| Altshuler Shaham Ltd | 10,500 | $483.3K | 0.01% | +10,500 | New |
| Prakash Investment Advisors LLC | 10,425 | $479.9K | 0.53% | −1,050−9.2% | Reduced |
| Victory Capital Management Inc | 9,811 | $451.6K | 0.00% | +41+0.4% | Added |
| US Bancorp | 9,567 | $440.4K | 0.00% | −1,137−10.6% | Reduced |
| Point72 Hong Kong Ltd | 9,304 | $428.3K | 0.03% | +9,304 | New |
| Bayforest Capital Ltd | 9,081 | $418.0K | 0.18% | +3,118+52.3% | Added |
| Aigen Investment Management, LP | 9,069 | $417.4K | 0.07% | −7,165−44.1% | Reduced |
| Nebula Research & Development LLC | 8,940 | $411.5K | 0.04% | +5,681+174.3% | Added |