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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 258 | $11.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 254 | $11.7K | 0.00% | −26−9.3% | Reduced |
| Massmutual Trust Co FSB | 251 | $11.6K | 0.00% | +51+25.5% | Added |
| Larson Financial Group LLC | 246 | $11.3K | 0.00% | +49+24.9% | Added |
| Quest Partners LLC | 236 | $10.9K | 0.00% | +155+191.4% | Added |
| Banque Cantonale Vaudoise | 215 | $10.0K | 0.00% | +215 | New |
| Toth Financial Advisory Corp | 210 | $9.67K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 204 | $9.39K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $9.21K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 200 | $9.21K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $9.21K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $9.21K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $9.21K | 0.00% | +200 | New |
| N.E.W. Advisory Services LLC | 200 | $9.21K | 0.00% | +200 | New |
| Covestor Ltd | 202 | $9.00K | 0.01% | +1+0.5% | Added |
| South State Corp. | 180 | $8.29K | 0.00% | +180 | New |
| Allworth Financial LP | 173 | $8.09K | 0.00% | −26−13.1% | Reduced |
| Dogwood Wealth Management LLC | 165 | $7.59K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 163 | $7.50K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 159 | $7.32K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 150 | $7.09K | 0.00% | +50+50.0% | Added |
| Accredited Wealth Management, LLC | 154 | $7.09K | 0.01% | +154 | New |
| Adirondack Trust Co | 150 | $6.90K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 152 | $6.63K | 0.00% | −72−32.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 143 | $6.58K | 0.00% | +21+17.2% | Added |
| Private Trust Co NA | 140 | $6.44K | 0.00% | +11+8.5% | Added |
| Rothschild Investment LLC | 135 | $6.21K | 0.00% | +40+42.1% | Added |
| Putney Financial Group LLC | 118 | $5.43K | 0.01% | +118 | New |
| Pine Valley Investments Ltd Liability Co | 117 | $5.39K | 0.00% | +117 | New |
| UMA Financial Services, Inc. | 114 | $5.25K | 0.00% | +24+26.7% | Added |
| EverSource Wealth Advisors, LLC | 111 | $5.11K | 0.00% | +77+226.5% | Added |
| CoreCap Advisors, LLC | 105 | $4.83K | 0.00% | −82−43.9% | Reduced |
| Frazier Financial Advisors, LLC | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 88 | $4.05K | 0.00% | +16+22.2% | Added |
| Sterling Capital Management LLC | 83 | $3.82K | 0.00% | +2+2.5% | Added |
| Gordian Capital Singapore Pte Ltd | 80 | $3.78K | 0.00% | −1−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 104 | $3.73K | 0.00% | +4+4.0% | Added |
| Bessemer Group Inc | 65 | $3.00K | 0.00% | −5−7.1% | Reduced |
| Avion Wealth | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 58 | $3.00K | 0.00% | +58 | New |
| Sunbelt Securities, Inc. | 60 | $2.76K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 59 | $2.72K | 0.00% | +3+5.4% | Added |
| Continuum Advisory, LLC | 54 | $2.49K | 0.00% | +7+14.9% | Added |
| Inlight Wealth Management, LLC | 52 | $2.39K | 0.00% | +52 | New |
| Prestige Wealth Management Group LLC | 50 | $2.30K | 0.00% | −1−2.0% | Reduced |
| Skopos Labs, Inc. | 50 | $2.30K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $2.30K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 50 | $2.30K | 0.00% | +50 | New |
| DecisionPoint Financial, LLC | 47 | $2.16K | 0.00% | +47 | New |
| Lazard Asset Management LLC | 58 | $2.00K | 0.00% | +7+13.7% | Added |
| Hemington Wealth Management | 46 | $2.00K | 0.00% | −5−9.8% | Reduced |
| NVWM, LLC | 43 | $1.98K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $1.84K | 0.00% | +11+37.9% | Added |
| Parkside Financial Bank & Trust | 40 | $1.84K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 39 | $1.80K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $1.75K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 44 | $1.70K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $1.61K | 0.00% | −6−14.6% | Reduced |
| Huntington National Bank | 30 | $1.38K | 0.00% | +30 | New |
| West Oak Capital, LLC | 25 | $1.20K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 25 | $1.15K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $1.15K | 0.00% | +25 | New |
| Missouri Trust & Investment Co | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 23 | $890 | 0.00% | +14+155.6% | Added |
| Fairscale Capital, LLC | 16 | $736 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $690 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $618 | 0.04% | −2−13.3% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $599 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $484 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $461 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $460 | 0.00% | −20−66.7% | Reduced |
| Assetmark, Inc | 10 | $460 | 0.00% | −3−23.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 10 | $460 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $369 | 0.00% | +8 | New |
| Glass Jacobson Investment Advisors llc | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $185 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $139 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $139 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $92 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |