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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 8,619 | $396.7K | 0.10% | −43−0.5% | Reduced |
| Prelude Capital Management, LLC | 8,479 | $390.3K | 0.04% | +3,631+74.9% | Added |
| Kestra Advisory Services, LLC | 8,234 | $379.0K | 0.00% | −953−10.4% | Reduced |
| Left Brain Wealth Management, LLC | 8,170 | $376.1K | 0.16% | −3,500−30.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,000 | $368.2K | 0.01% | −215−2.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $367.9K | 0.12% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,966 | $366.7K | 0.00% | −11,043−58.1% | Reduced |
| Versor Investments LP | 7,794 | $358.8K | 0.06% | −2,606−25.1% | Reduced |
| FMR LLC | 7,670 | $353.1K | 0.00% | +1,407+22.5% | Added |
| Inspire Advisors, LLC | 7,616 | $350.6K | 0.04% | +419+5.8% | Added |
| National Bank of Canada | 7,449 | $342.9K | 0.00% | −128,260−94.5% | Reduced |
| Prudential Financial Inc | 7,370 | $339.2K | 0.00% | −3,433−31.8% | Reduced |
| Neuberger Berman Group LLC | 7,179 | $330.4K | 0.00% | −207−2.8% | Reduced |
| Portman Square Capital LLP | 7,106 | $327.1K | 0.05% | +7,106 | New |
| Quantitative Investment Management, LLC | 7,083 | $326.0K | 0.03% | +7,083 | New |
| Jones Financial Companies LLLP | 6,750 | $319.2K | 0.00% | +1,239+22.5% | Added |
| Marex Group plc | 6,855 | $315.5K | 0.01% | −1,139−14.2% | Reduced |
| Intellectus Partners, LLC | 6,850 | $315.3K | 0.08% | −200−2.8% | Reduced |
| Cerity Partners LLC | 6,419 | $295.5K | 0.00% | +2,779+76.3% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $284.1K | 0.13% | 00.0% | Unchanged |
| Xponance, Inc. | 6,171 | $284.1K | 0.00% | +401+6.9% | Added |
| QRG Capital Management, Inc. | 6,130 | $282.2K | 0.00% | +47+0.8% | Added |
| JustInvest LLC | 5,930 | $273.0K | 0.00% | +404+7.3% | Added |
| Sequoia Financial Advisors, LLC | 5,920 | $272.5K | 0.00% | −19−0.3% | Reduced |
| Synergy Financial Group, LTD | 5,793 | $266.7K | 0.24% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5,769 | $265.5K | 0.00% | +1,969+51.8% | Added |
| Stratos Wealth Partners, LTD. | 5,765 | $265.4K | 0.00% | +102+1.8% | Added |
| Symmetry Partners, LLC | 5,677 | $261.3K | 0.04% | +577+11.3% | Added |
| O'Shaughnessy Asset Management, LLC | 5,564 | $256.1K | 0.00% | +345+6.6% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $254.0K | 0.00% | 00.0% | Unchanged |
| J. Goldman & Co LP | 5,500 | $253.2K | 0.01% | +5,500 | New |
| Independent Advisor Alliance | 5,425 | $249.7K | 0.01% | +483+9.8% | Added |
| Mach-1 Financial Group, Inc. | 5,274 | $242.8K | 0.07% | +5,274 | New |
| Merit Financial Group, LLC | 5,263 | $242.3K | 0.00% | +867+19.7% | Added |
| STRS Ohio | 5,200 | $239.4K | 0.00% | −3,100−37.3% | Reduced |
| EMC Capital Management | 5,100 | $239.0K | 0.14% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,150 | $237.1K | 0.02% | −15−0.3% | Reduced |
| Advisory Services Network, LLC | 5,127 | $236.0K | 0.00% | +573+12.6% | Added |
| Cresset Asset Management, LLC | 5,072 | $233.5K | 0.00% | −677−11.8% | Reduced |
| Federated Hermes, Inc. | 4,905 | $225.8K | 0.00% | −2,621−34.8% | Reduced |
| Gotham Asset Management, LLC | 4,821 | $221.9K | 0.00% | −261−5.1% | Reduced |
| CIBC World Markets Inc. | 4,727 | $217.6K | 0.00% | −90−1.9% | Reduced |
| Tradition Wealth Management, LLC | 4,713 | $216.9K | 0.02% | −5−0.1% | Reduced |
| Atria Investments LLC | 4,677 | $215.3K | 0.00% | +455+10.8% | Added |
| Integrated Wealth Concepts LLC | 4,628 | $213.0K | 0.00% | +563+13.8% | Added |
| Perennial Investment Advisors, LLC | 4,620 | $212.6K | 0.02% | 00.0% | Unchanged |
| Seros Financial, LLC | 4,589 | $211.2K | 0.16% | +4,589 | New |
| XTX Topco Ltd | 4,532 | $208.6K | 0.01% | −5,922−56.6% | Reduced |
| Acadian Asset Management LLC | 4,541 | $208.0K | 0.00% | +4,541 | New |
| Garden State Investment Advisory Services LLC | 4,401 | $202.6K | 0.06% | +4,401 | New |
| CWM, LLC | 4,152 | $191.0K | 0.00% | +2,817+211.0% | Added |
| Russell Investments Group, Ltd. | 4,016 | $184.9K | 0.00% | +3,045+313.6% | Added |
| KBC Group NV | 3,741 | $172.0K | 0.00% | +653+21.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,518 | $161.9K | 0.00% | +353+11.2% | Added |
| Virtus ETF Advisers LLC | 3,497 | $161.0K | 0.10% | +3,497 | New |
| Leonteq Securities AG | 3,145 | $144.7K | 0.01% | +131+4.3% | Added |
| Westside Investment Management, Inc. | 3,050 | $140.3K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,888 | $132.9K | 0.07% | +2,392+482.3% | Added |
| Orion Capital Management LLC | 2,760 | $127.0K | 0.05% | −1,500−35.2% | Reduced |
| Amalgamated Bank | 2,759 | $127.0K | 0.00% | +152+5.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,699 | $124.2K | 0.02% | +2,678+12,752.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,684 | $123.5K | 0.00% | +413+18.2% | Added |
| Tower Research Capital LLC (TRC) | 2,241 | $103.2K | 0.00% | −2,131−48.7% | Reduced |
| Asset Management One Co.,Ltd. | 2,010 | $92.5K | 0.00% | +836+71.2% | Added |
| GWM Advisors LLC | 1,997 | $91.9K | 0.00% | +333+20.0% | Added |
| Aster Capital Management (DIFC) Ltd | 1,359 | $90.6K | 0.02% | +1,359 | New |
| The PNC Financial Services Group, Inc. | 1,950 | $89.8K | 0.00% | +1,548+385.1% | Added |
| Point72 (DIFC) Ltd | 1,904 | $87.6K | 0.01% | +1,394+273.3% | Added |
| Wolverine Asset Management LLC | 1,866 | $85.9K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,841 | $84.7K | 0.00% | +1,841 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,771 | $81.5K | 0.00% | +166+10.3% | Added |
| GAMMA Investing LLC | 1,662 | $76.5K | 0.01% | +314+23.3% | Added |
| Ancora Advisors, LLC | 1,475 | $67.9K | 0.00% | −100−6.3% | Reduced |
| Anfield Capital Management, LLC | 1,416 | $65.2K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 974 | $44.8K | 0.00% | +66+7.3% | Added |
| Parallel Advisors, LLC | 908 | $41.8K | 0.00% | −28−3.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 869 | $40.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 843 | $38.8K | 0.00% | −39−4.4% | Reduced |
| Daiwa Securities Group Inc. | 827 | $38.0K | 0.00% | −30−3.5% | Reduced |
| Shell Asset Management Co | 787 | $36.0K | 0.00% | −31−3.8% | Reduced |
| Quadrant Capital Group LLC | 715 | $32.9K | 0.00% | +10+1.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 673 | $31.0K | 0.00% | −1,837−73.2% | Reduced |
| Fifth Third Bancorp | 600 | $27.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 510 | $23.5K | 0.01% | +300+142.9% | Added |
| Steward Partners Investment Advisory, LLC | 502 | $23.1K | 0.00% | +17+3.5% | Added |
| Bogart Wealth, LLC | 500 | $23.0K | 0.00% | +500 | New |
| Geneos Wealth Management Inc. | 452 | $20.8K | 0.00% | +100+28.4% | Added |
| Fortitude Family Office, LLC | 437 | $20.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 412 | $19.0K | 0.00% | −15−3.5% | Reduced |
| Quent Capital, LLC | 391 | $18.0K | 0.00% | +56+16.7% | Added |
| Y.D. More Investments Ltd | 370 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 311 | $14.3K | 0.00% | +250+409.8% | Added |
| Rise Advisors, LLC | 307 | $14.1K | 0.01% | +161+110.3% | Added |
| Northwestern Mutual Wealth Management Co | 302 | $13.9K | 0.00% | −116−27.8% | Reduced |
| 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 |
| PrairieView Partners, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |