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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $43 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $65 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $129 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $195 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $259 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $259 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $341 | 0.00% | −42−89.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $453 | 0.00% | +7 | New |
| Asset Dedication, LLC | 8 | $518 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $582 | 0.00% | +9 | New |
| Sawyer & Company, Inc | 17 | $602 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $647 | 0.00% | −95−90.5% | Reduced |
| JNBA Financial Advisors | 10 | $647 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $647 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $647 | 0.00% | +10 | New |
| PayPay Securities Corp | 11 | $711 | 0.03% | −2−15.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 10 | $817 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $841 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $841 | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 13 | $873 | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 11 | $909 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $970 | 0.00% | −854−98.3% | Reduced |
| Gen-Wealth Partners Inc | 15 | $970 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 12 | $981 | 0.00% | −4−25.0% | Reduced |
| Missouri Trust & Investment Co | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 23 | $1.49K | 0.00% | +23 | New |
| Huntington National Bank | 24 | $1.55K | 0.00% | −6−20.0% | Reduced |
| West Oak Capital, LLC | 25 | $1.60K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $1.71K | 0.00% | −123−82.0% | Reduced |
| Hemington Wealth Management | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $2.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $2.52K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $2.59K | 0.00% | +30+300.0% | Added |
| Bell Investment Advisors, Inc | 40 | $2.59K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $2.65K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.72K | 0.00% | +2+5.0% | Added |
| NVWM, LLC | 43 | $2.78K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 44 | $2.79K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 53 | $3.00K | 0.00% | −5−8.6% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 60 | $3.69K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 59 | $3.82K | 0.00% | +59 | New |
| Bessemer Group Inc | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 73 | $4.00K | 0.00% | +22+43.1% | Added |
| Principal Securities, Inc. | 62 | $4.01K | 0.00% | +62 | New |
| EverSource Wealth Advisors, LLC | 64 | $4.14K | 0.00% | −47−42.3% | Reduced |
| TD Waterhouse Canada Inc. | 61 | $4.15K | 0.00% | −250−80.4% | Reduced |
| Skopos Labs, Inc. | 68 | $4.40K | 0.00% | +18+36.0% | Added |
| South State Corp. | 80 | $5.17K | 0.00% | −100−55.6% | Reduced |
| True Wealth Design, LLC | 82 | $5.30K | 0.00% | +23+39.0% | Added |
| Heritage Wealth Advisors | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 107 | $6.92K | 0.00% | −7−6.1% | Reduced |
| Fortitude Family Office, LLC | 130 | $8.41K | 0.00% | −307−70.3% | Reduced |
| SRS Capital Advisors, Inc. | 143 | $9.25K | 0.00% | +55+62.5% | Added |
| Pine Valley Investments Ltd Liability Co | 147 | $9.51K | 0.00% | +30+25.6% | Added |
| Adirondack Trust Co | 150 | $9.70K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 153 | $9.89K | 0.00% | −2,546−94.3% | Reduced |
| Transce3nd, LLC | 152 | $10.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 159 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 163 | $10.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 166 | $10.7K | 0.00% | +26+18.6% | Added |
| GeoWealth Management, LLC | 166 | $10.7K | 0.00% | +166 | New |
| Rothschild Investment LLC | 170 | $11.0K | 0.00% | +35+25.9% | Added |
| Dogwood Wealth Management LLC | 165 | $12.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $12.9K | 0.00% | −51−20.3% | Reduced |
| Bryn Mawr Trust Co | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 12,936 | $12.9K | 0.01% | +12,736+6,368.0% | Added |
| Covestor Ltd | 202 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 204 | $13.2K | 0.00% | +121+145.8% | Added |
| MAI Capital Management | 218 | $14.1K | 0.00% | +14+6.9% | Added |
| Putney Financial Group LLC | 248 | $16.0K | 0.02% | +130+110.2% | Added |
| MTM Investment Management, LLC | 279 | $18.0K | 0.01% | +279 | New |
| Wood Tarver Financial Group, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $19.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 303 | $19.6K | 0.01% | −4−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 332 | $21.5K | 0.00% | +30+9.9% | Added |
| Danske Bank A/S | 346 | $22.4K | 0.00% | +146+73.0% | Added |
| Geneos Wealth Management Inc. | 352 | $22.8K | 0.00% | −100−22.1% | Reduced |
| Larson Financial Group LLC | 354 | $22.9K | 0.00% | +108+43.9% | Added |
| Y.D. More Investments Ltd | 370 | $23.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 376 | $24.3K | 0.00% | +233+162.9% | Added |
| National Bank of Canada | 443 | $28.6K | 0.00% | −7,006−94.1% | Reduced |
| IFP Advisors, Inc | 382 | $29.0K | 0.00% | −30−7.3% | Reduced |
| Optimum Investment Advisors | 510 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 532 | $34.4K | 0.00% | +532 | New |
| Fifth Third Bancorp | 600 | $38.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 673 | $44.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 697 | $45.1K | 0.00% | −1,300−65.1% | Reduced |
| Shell Asset Management Co | 714 | $46.0K | 0.00% | −73−9.3% | Reduced |