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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.

Q2 2025 vs. Q1 2025

How the institutions holding Upstart Holdings, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of UPST: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders3872421+36
Shares60.2M28.6K61.5M+1.30M (+2.2%)
Value$2.77B$1.32M$3.98B+$1.21B (+43.5%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to UPST in Q2 2025
InstitutionSharesValue% of portfolio
Jericho Capital Asset Management L.P.3,653,835$236.3M3.15%
Contour Asset Management LLC1,387,200$89.7M2.93%
Mane Global Capital Management LP673,712$43.6M1.98%
Rokos Capital Management LLP479,321$31.0M0.52%
Q Fund Management (Hong Kong) Ltd173,700$11.2M6.18%
Y-Intercept (Hong Kong) Ltd128,377$8.30M0.20%
Polar Asset Management Partners Inc.122,400$7.92M0.20%
Marshall Wace, LLP111,152$7.19M0.01%
Balyasny Asset Management LLC105,001$6.79M0.02%
Metavasi Capital LP95,000$6.14M2.73%
Nishkama Capital, LLC72,000$4.66M0.76%
G2 Investment Partners Management LLC67,500$4.37M0.96%
Quadrature Capital Ltd45,904$2.97M0.05%
Gillson Capital LP35,000$2.26M0.17%
Susquehanna Portfolio Strategies, LLC34,112$2.21M0.05%
Castleark Management LLC33,200$2.15M0.06%
AXA S.A.26,637$1.72M0.00%
Omers Administration Corp23,200$1.50M0.01%
Legacy Capital Group California, Inc.20,803$1.35M0.37%
Cadent Capital Advisors, LLC15,625$1.01M0.33%
Sierra Summit Advisors LLC15,318$990.8K0.18%
Boothbay Fund Management, LLC13,791$892.0K0.03%
Polymer Capital Management (US) LLC13,728$887.9K0.15%
Toronto Dominion Bank13,369$864.7K0.00%
Vienna Asset Management LLC12,855$831.5K0.57%
Catalytic Wealth RIA, LLC12,243$791.9K0.06%
Picton Mahoney Asset Management12,044$779.0K0.01%
Prosperity Wealth Management, Inc.10,660$689.5K0.26%
Bridgefront Capital, LLC9,921$641.7K0.17%
Sig Brokerage, LP9,694$627.0K0.17%
Prospera Financial Services Inc9,403$608.1K0.01%
Optiver Holding B.V.9,266$599.3K0.02%
Diker Management LLC9,000$582.1K0.55%
Icapital Wealth LLC8,384$542.3K0.31%
Candriam Luxembourg S.C.A.8,154$527.4K0.00%
Resources Investment Advisors, LLC.8,033$519.6K0.01%
Arete Wealth Advisors, LLC7,984$516.0K0.04%
American Century Companies Inc7,086$458.3K0.00%
Summit Trail Advisors, LLC5,925$383.2K0.01%
Integrated Financial Solutions, Inc.14,635$346.6K0.29%
Inceptionr LLC5,350$346.0K0.08%
Stifel Financial Corp5,314$343.7K0.00%
Bramshill Investments, LLC5,000$323.4K0.03%
J.W. Cole Advisors, Inc.4,777$309.0K0.01%
R Squared Ltd4,662$301.5K0.17%
Dynamic Technology Lab Private Ltd4,332$280.0K0.04%
Capstone Investment Advisors, LLC4,239$274.2K0.00%
Caxton Associates LLP4,235$273.9K0.01%
Summit Financial Strategies, Inc.4,210$272.3K0.03%
Avantax Advisory Services, Inc.4,171$269.8K0.00%
Wealth Management Associates, Inc.4,170$269.7K0.10%
Joel Isaacson & Co., LLC4,000$258.7K0.01%
Worth Venture Partners, LLC4,000$258.7K0.40%
Steel Peak Wealth Management LLC3,964$256.4K0.01%
Sanctuary Advisors, LLC3,907$252.7K0.00%
Wealthfront Advisers LLC3,821$247.1K0.00%
Commerce Bank3,675$237.7K0.00%
Blair William & Co3,600$232.8K0.00%
Independent Financial Group, LLC3,568$230.8K0.01%
Flagship Harbor Advisors, LLC3,555$229.9K0.01%
Wealthcare Advisory Partners LLC3,527$228.1K0.01%
GDS Wealth Management3,453$223.3K0.02%
Keudell/Morrison Wealth Management3,450$223.1K0.05%
Savvy Advisors, Inc.3,358$217.2K0.01%
Brinker Capital Investments, LLC3,354$216.9K0.00%
Captrust Financial Advisors3,345$216.4K0.00%
Cornerstone Investment Partners, LLC3,296$213.2K0.01%
Total Clarity Wealth Management, Inc.3,250$210.2K0.06%
HighTower Advisors, LLC3,197$206.8K0.00%
Twin Peaks Wealth Advisors, LLC2,275$144.3K0.05%
Walleye Trading LLC973$62.9K0.00%
State of Wyoming948$61.3K0.01%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.816$53.0K0.00%
Ameritas Advisory Services, LLC532$34.4K0.00%
MTM Investment Management, LLC279$18.0K0.01%
GeoWealth Management, LLC166$10.7K0.00%
Principal Securities, Inc.62$4.01K0.00%
Quarry LP59$3.82K0.00%
Essential Partners LLC23$1.49K0.00%
Hughes Financial Services, LLC13$8730.00%
CVA Family Office, LLC13$8410.00%
Strategic Wealth Partners, Ltd.10$6470.00%
Bare Financial Services, Inc9$5820.00%
Riggs Asset Managment Co. Inc.7$4530.00%
Oliver Lagore Vanvalin Investment Group1$430.00%

Sold out (49)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of UPST in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Renaissance Technologies LLC1,441,600$66.4M
Healthcare of Ontario Pension Plan Trust Fund262,000$12.1M
Engineers Gate Manager LP136,866$6.30M
Magnetar Financial LLC121,701$5.60M
Macquarie Group Ltd76,649$3.53M
Robeco Institutional Asset Management B.V.75,000$3.45M
Tudor Investment Corp Et Al63,294$2.91M
EAM Global Investors LLC61,551$2.83M
EAM Investors, LLC52,053$2.40M
Walleye Capital LLC40,686$1.87M
Corebridge Financial, Inc.39,207$1.80M
Bayesian Capital Management, LP38,100$1.75M
Simplicity Wealth,LLC37,197$1.71M
Scientech Research LLC34,958$1.61M
PEAK6 LLC32,850$1.51M
Nomura Holdings Inc28,399$1.31M
IMC-Chicago, LLC27,847$1.28M
Maxi Investments CY Ltd24,400$1.12M
Jacobs Levy Equity Management, Inc23,230$1.07M
Boston Private Wealth LLC21,224$976.9K
Occudo Quantitative Strategies LP19,698$931.5K
Counterpoint Mutual Funds LLC15,557$716.1K
Virtu Financial LLC15,238$701.0K
Bristlecone Advisors, LLC14,520$668.4K
Ieq Capital, LLC12,654$582.5K
Centiva Capital, LP11,122$511.9K
Point72 Hong Kong Ltd9,304$428.3K
Bayforest Capital Ltd9,081$418.0K
Aigen Investment Management, LP9,069$417.4K
Mach-1 Financial Group, Inc.5,274$242.8K
XTX Topco Ltd4,532$208.6K
Acadian Asset Management LLC4,541$208.0K
Aster Capital Management (DIFC) Ltd1,359$90.6K
Coldstream Capital Management Inc1,841$84.7K
Quadrant Capital Group LLC715$32.9K
Quent Capital, LLC391$18.0K
Quest Partners LLC236$10.9K
Banque Cantonale Vaudoise215$10.0K
Flaharty Asset Management, LLC200$9.21K
Accredited Wealth Management, LLC154$7.09K
Ci Investments Inc.58$3.00K
Continuum Advisory, LLC54$2.49K
Wiser Advisor Group LLC50$2.30K
Clearstead Advisors, LLC35$1.61K
Carolina Wealth Advisors, LLC25$1.15K
Stephens Consulting, LLC25$1.15K
Amundi23$890
SJS Investment Consulting Inc.3$139
Capital Advisors, Ltd. LLC3$0

Not filed for Q2 2025 yet (2)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A28,367$1.31M
Lindbrook Capital, LLC254$11.7K