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, Q2 2025
Institutional positions in Upstart Holdings, Inc. as of Jun 30, 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
- 421
- +36 vs. Q1 2025
- Shares held
- 61.5M
- +1.30M (+2.2%) vs. Q1 2025
- Total value
- $3.98B
- +$1.21B (+43.5%) vs. Q1 2025
- New holders
- 85
- 143 more added
- Sold out
- 49
- 122 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,259,108 | $534.2M | 0.01% | +244,452+3.1% | Added |
| BlackRock, Inc. | 6,768,579 | $437.8M | 0.01% | +258,411+4.0% | Added |
| Jericho Capital Asset Management L.P. | 3,653,835 | $236.3M | 3.15% | +3,653,835 | New |
| State Street Corp | 2,076,019 | $134.3M | 0.01% | +67,270+3.3% | Added |
| Geode Capital Management, LLC | 2,009,116 | $130.0M | 0.01% | +73,582+3.8% | Added |
| Morgan Stanley | 1,672,703 | $108.2M | 0.01% | +84,976+5.4% | Added |
| Contour Asset Management LLC | 1,387,200 | $89.7M | 2.93% | +1,387,200 | New |
| Goldman Sachs Group Inc | 1,315,631 | $85.1M | 0.01% | −513,791−28.1% | Reduced |
| Two Sigma Investments, LP | 1,285,152 | $83.1M | 0.15% | −214,034−14.3% | Reduced |
| Driehaus Capital Management LLC | 1,271,891 | $82.3M | 0.66% | +56,654+4.7% | Added |
| Susquehanna International Group, LLP | 1,264,982 | $81.8M | 0.13% | +277,344+28.1% | Added |
| Bank of America Corp | 1,255,044 | $81.2M | 0.01% | +56,857+4.7% | Added |
| Fred Alger Management, LLC | 1,219,700 | $78.9M | 0.35% | −544,436−30.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,195,702 | $77.3M | 0.15% | −2,264−0.2% | Reduced |
| Norges Bank | 1,047,875 | $67.8M | 0.01% | +61,838+6.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,012,114 | $65.5M | 0.24% | +104,533+11.5% | Added |
| Squarepoint Ops LLC | 1,011,167 | $65.4M | 0.14% | +585,090+137.3% | Added |
| Capital Fund Management S.A. | 894,094 | $57.8M | 0.64% | +39,942+4.7% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $56.3M | 0.16% | 00.0% | Unchanged |
| Invesco Ltd. | 864,564 | $55.9M | 0.01% | −405,788−31.9% | Reduced |
| UBS Group AG | 820,062 | $53.0M | 0.01% | +62,137+8.2% | Added |
| Northern Trust Corp | 784,719 | $50.8M | 0.01% | +9,913+1.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 739,261 | $47.8M | 0.17% | +62,212+9.2% | Added |
| Two Sigma Advisers, LP | 700,000 | $45.3M | 0.09% | −774,200−52.5% | Reduced |
| Charles Schwab Investment Management Inc | 690,122 | $44.6M | 0.01% | +32,267+4.9% | Added |
| Mane Global Capital Management LP | 673,712 | $43.6M | 1.98% | +673,712 | New |
| D. E. Shaw & Co., Inc. | 652,826 | $42.2M | 0.04% | −571,097−46.7% | Reduced |
| JPMorgan Chase & Co | 649,435 | $42.0M | 0.00% | −29,620−4.4% | Reduced |
| Toroso Investments, LLC | 629,285 | $40.7M | 0.27% | +411,654+189.2% | Added |
| Barclays PLC | 583,871 | $37.8M | 0.01% | −148,080−20.2% | Reduced |
| Summit Partners Public Asset Management, LLC | 583,000 | $37.7M | 1.47% | −88,000−13.1% | Reduced |
| Voloridge Investment Management, LLC | 539,771 | $34.9M | 0.13% | −412,930−43.3% | Reduced |
| Nuveen, LLC | 512,682 | $33.2M | 0.01% | +97,789+23.6% | Added |
| Man Group plc | 511,868 | $33.1M | 0.07% | −393,329−43.5% | Reduced |
| Rokos Capital Management LLP | 479,321 | $31.0M | 0.52% | +479,321 | New |
| Pathstone Holdings, LLC | 384,683 | $24.9M | 0.10% | −2,685−0.7% | Reduced |
| Qube Research & Technologies Ltd | 370,004 | $23.9M | 0.03% | −808,404−68.6% | Reduced |
| Wells Fargo & Company | 364,190 | $23.6M | 0.01% | +290,739+395.8% | Added |
| Citigroup Inc | 350,823 | $22.7M | 0.02% | −278−0.1% | Reduced |
| Kadensa Capital Ltd | 294,031 | $19.0M | 3.03% | −118,140−28.7% | Reduced |
| Aquatic Capital Management LLC | 274,884 | $17.8M | 0.36% | +87,999+47.1% | Added |
| UBS Asset Management Americas Inc | 273,043 | $17.7M | 0.00% | +100,026+57.8% | Added |
| Bank of New York Mellon Corp | 257,322 | $16.6M | 0.00% | +16,111+6.7% | Added |
| Sepio Capital, LP | 256,102 | $16.6M | 1.18% | +75,802+42.0% | Added |
| First Trust Advisors LP | 244,409 | $15.8M | 0.01% | +103,248+73.1% | Added |
| Jump Financial, LLC | 238,972 | $15.5M | 0.19% | −23,355−8.9% | Reduced |
| Canada Pension Plan Investment Board | 219,100 | $14.2M | 0.01% | +46,500+26.9% | Added |
| HSBC Holdings PLC | 214,202 | $13.9M | 0.01% | +9,524+4.7% | Added |
| Verition Fund Management LLC | 204,692 | $13.2M | 0.08% | −22,191−9.8% | Reduced |
| Cubist Systematic Strategies, LLC | 194,854 | $12.6M | 0.14% | +163,030+512.3% | Added |
| Hidden Lake Asset Management LP | 187,345 | $12.1M | 5.96% | +160,283+592.3% | Added |
| Marex Group plc | 182,740 | $11.8M | 0.22% | +175,885+2,565.8% | Added |
| Q Fund Management (Hong Kong) Ltd | 173,700 | $11.2M | 6.18% | +173,700 | New |
| J. Goldman & Co LP | 170,728 | $11.0M | 0.35% | +165,228+3,004.1% | Added |
| Swiss National Bank | 163,400 | $10.6M | 0.01% | +4,300+2.7% | Added |
| Jane Street Group, LLC | 161,234 | $10.4M | 0.02% | +30,404+23.2% | Added |
| Landscape Capital Management, L.L.C. | 142,183 | $9.20M | 0.72% | +72,066+102.8% | Added |
| Raymond James Financial Inc | 140,250 | $9.07M | 0.00% | +21,572+18.2% | Added |
| Twin Tree Management, LP | 132,147 | $8.55M | 0.22% | −43,710−24.9% | Reduced |
| Rhumbline Advisers | 130,464 | $8.44M | 0.01% | +13,157+11.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 128,377 | $8.30M | 0.20% | +128,377 | New |
| Millennium Management LLC | 127,335 | $8.24M | 0.01% | −1,505−1.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 122,681 | $7.94M | 0.01% | −24,454−16.6% | Reduced |
| Polar Asset Management Partners Inc. | 122,400 | $7.92M | 0.20% | +122,400 | New |
| Marshall Wace, LLP | 111,152 | $7.19M | 0.01% | +111,152 | New |
| Balyasny Asset Management LLC | 105,001 | $6.79M | 0.02% | +105,001 | New |
| Alliancebernstein L.P. | 98,680 | $6.38M | 0.00% | +7,770+8.5% | Added |
| Metavasi Capital LP | 95,000 | $6.14M | 2.73% | +95,000 | New |
| Legal & General Group Plc | 93,131 | $6.02M | 0.00% | +11,046+13.5% | Added |
| Liontrust Investment Partners LLP | 91,612 | $5.93M | 0.08% | −69,790−43.2% | Reduced |
| Brevan Howard Capital Management LP | 91,309 | $5.91M | 0.06% | +48,176+111.7% | Added |
| Quantinno Capital Management LP | 90,011 | $5.82M | 0.03% | +23,487+35.3% | Added |
| Prudential Financial Inc | 89,675 | $5.80M | 0.01% | +82,305+1,116.8% | Added |
| Hillsdale Investment Management Inc. | 89,440 | $5.78M | 0.21% | +21,140+31.0% | Added |
| HRT Financial LP | 88,599 | $5.73M | 0.03% | +40,875+85.6% | Added |
| SG Americas Securities, LLC | 83,766 | $5.42M | 0.02% | +48,162+135.3% | Added |
| Federated Hermes, Inc. | 81,598 | $5.28M | 0.01% | +76,693+1,563.6% | Added |
| SEI Investments Co | 78,649 | $5.09M | 0.01% | +52,636+202.3% | Added |
| California State Teachers Retirement System | 76,368 | $4.94M | 0.01% | +332+0.4% | Added |
| LPL Financial LLC | 74,977 | $4.85M | 0.00% | −18,653−19.9% | Reduced |
| Nishkama Capital, LLC | 72,000 | $4.66M | 0.76% | +72,000 | New |
| Price T Rowe Associates Inc | 70,512 | $4.56M | 0.00% | +9,984+16.5% | Added |
| Susquehanna Fundamental Investments, LLC | 70,160 | $4.54M | 0.12% | 00.0% | Unchanged |
| Deutsche Bank AG | 68,029 | $4.40M | 0.00% | −5,787−7.8% | Reduced |
| G2 Investment Partners Management LLC | 67,500 | $4.37M | 0.96% | +67,500 | New |
| Royal Fund Management, LLC | 64,926 | $4.20M | 0.45% | −414−0.6% | Reduced |
| Nebula Research & Development LLC | 60,689 | $3.93M | 0.33% | +51,749+578.8% | Added |
| Commonwealth Equity Services, LLC | 58,233 | $3.77M | 0.00% | +10,680+22.5% | Added |
| Algert Global LLC | 57,689 | $3.73M | 0.08% | +505+0.9% | Added |
| Edgestream Partners, L.P. | 56,459 | $3.65M | 0.10% | −17,618−23.8% | Reduced |
| Ameriprise Financial Inc | 52,793 | $3.41M | 0.00% | −6,336−10.7% | Reduced |
| AQR Capital Management LLC | 50,906 | $3.29M | 0.00% | −45,800−47.4% | Reduced |
| ExodusPoint Capital Management, LP | 50,722 | $3.28M | 0.04% | −45,358−47.2% | Reduced |
| MetLife Investment Management | 50,291 | $3.25M | 0.02% | +3,839+8.3% | Added |
| Parallax Volatility Advisers, L.P. | 49,307 | $3.19M | 0.13% | −50,091−50.4% | Reduced |
| Wolverine Trading, LLC | 50,019 | $3.17M | 0.08% | +17,502+53.8% | Added |
| Schonfeld Strategic Advisors LLC | 47,469 | $3.07M | 0.02% | −80,178−62.8% | Reduced |
| Manufacturers Life Insurance Company, The | 47,236 | $3.06M | 0.00% | −594−1.2% | Reduced |
| Quadrature Capital Ltd | 45,904 | $2.97M | 0.05% | +45,904 | New |
| Trexquant Investment LP | 45,143 | $2.92M | 0.03% | −431,503−90.5% | Reduced |