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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 754 | $48.8K | 0.00% | −89−10.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 816 | $53.0K | 0.00% | +816 | New |
| Parallel Advisors, LLC | 838 | $54.2K | 0.00% | −70−7.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 864 | $55.9K | 0.00% | +362+72.1% | Added |
| Ancora Advisors, LLC | 875 | $56.6K | 0.00% | −600−40.7% | Reduced |
| Signaturefd, LLC | 894 | $57.8K | 0.00% | −80−8.2% | Reduced |
| Versant Capital Management, Inc | 925 | $59.8K | 0.01% | +667+258.5% | Added |
| State of Wyoming | 948 | $61.3K | 0.01% | +948 | New |
| Walleye Trading LLC | 973 | $62.9K | 0.00% | +973 | New |
| Albion Financial Group | 1,000 | $64.7K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,068 | $69.0K | 0.00% | +241+29.1% | Added |
| Point72 (DIFC) Ltd | 1,072 | $69.3K | 0.01% | −832−43.7% | Reduced |
| Bogart Wealth, LLC | 1,200 | $77.6K | 0.00% | +700+140.0% | Added |
| Rakuten Securities, Inc. | 1,231 | $79.6K | 0.03% | −1,657−57.4% | Reduced |
| CWM, LLC | 1,393 | $90.0K | 0.00% | −2,759−66.4% | Reduced |
| Anfield Capital Management, LLC | 1,416 | $91.6K | 0.03% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,500 | $97.0K | 0.15% | +1,420+1,775.0% | Added |
| Allworth Financial LP | 1,625 | $105.1K | 0.00% | +1,452+839.3% | Added |
| GAMMA Investing LLC | 1,629 | $105.4K | 0.01% | −33−2.0% | Reduced |
| Wolverine Asset Management LLC | 1,866 | $120.7K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,943 | $125.7K | 0.00% | −67−3.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,275 | $144.3K | 0.05% | +2,275 | New |
| The PNC Financial Services Group, Inc. | 2,284 | $147.7K | 0.00% | +334+17.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,295 | $148.4K | 0.00% | −389−14.5% | Reduced |
| KBC Group NV | 2,413 | $156.0K | 0.00% | −1,328−35.5% | Reduced |
| Orion Capital Management LLC | 2,750 | $177.9K | 0.07% | −10−0.4% | Reduced |
| Amalgamated Bank | 2,759 | $178.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,889 | $186.9K | 0.01% | −256−8.1% | Reduced |
| Westside Investment Management, Inc. | 3,050 | $202.8K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,197 | $206.8K | 0.00% | +3,197 | New |
| Atria Investments LLC | 3,219 | $208.2K | 0.00% | −1,458−31.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,250 | $210.2K | 0.06% | +3,250 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,271 | $211.6K | 0.00% | +1,500+84.7% | Added |
| Cornerstone Investment Partners, LLC | 3,296 | $213.2K | 0.01% | +3,296 | New |
| Captrust Financial Advisors | 3,345 | $216.4K | 0.00% | +3,345 | New |
| Brinker Capital Investments, LLC | 3,354 | $216.9K | 0.00% | +3,354 | New |
| Savvy Advisors, Inc. | 3,358 | $217.2K | 0.01% | +3,358 | New |
| Toth Financial Advisory Corp | 3,360 | $217.3K | 0.03% | +3,150+1,500.0% | Added |
| Cerity Partners LLC | 3,391 | $219.3K | 0.00% | −3,028−47.2% | Reduced |
| Keudell/Morrison Wealth Management | 3,450 | $223.1K | 0.05% | +3,450 | New |
| GDS Wealth Management | 3,453 | $223.3K | 0.02% | +3,453 | New |
| Wealthcare Advisory Partners LLC | 3,527 | $228.1K | 0.01% | +3,527 | New |
| Flagship Harbor Advisors, LLC | 3,555 | $229.9K | 0.01% | +3,555 | New |
| Independent Financial Group, LLC | 3,568 | $230.8K | 0.01% | +3,568 | New |
| Blair William & Co | 3,600 | $232.8K | 0.00% | +3,600 | New |
| Commerce Bank | 3,675 | $237.7K | 0.00% | +3,675 | New |
| Independent Advisor Alliance | 3,783 | $244.7K | 0.01% | −1,642−30.3% | Reduced |
| Wealthfront Advisers LLC | 3,821 | $247.1K | 0.00% | +3,821 | New |
| Sanctuary Advisors, LLC | 3,907 | $252.7K | 0.00% | +3,907 | New |
| Steel Peak Wealth Management LLC | 3,964 | $256.4K | 0.01% | +3,964 | New |
| Joel Isaacson & Co., LLC | 4,000 | $258.7K | 0.01% | +4,000 | New |
| Worth Venture Partners, LLC | 4,000 | $258.7K | 0.40% | +4,000 | New |
| Wealth Management Associates, Inc. | 4,170 | $269.7K | 0.10% | +4,170 | New |
| Avantax Advisory Services, Inc. | 4,171 | $269.8K | 0.00% | +4,171 | New |
| Summit Financial Strategies, Inc. | 4,210 | $272.3K | 0.03% | +4,210 | New |
| Portman Square Capital LLP | 4,213 | $272.5K | 0.03% | −2,893−40.7% | Reduced |
| Caxton Associates LLP | 4,235 | $273.9K | 0.01% | +4,235 | New |
| Capstone Investment Advisors, LLC | 4,239 | $274.2K | 0.00% | +4,239 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,300 | $278.1K | 0.00% | +782+22.2% | Added |
| Dynamic Technology Lab Private Ltd | 4,332 | $280.0K | 0.04% | +4,332 | New |
| Merit Financial Group, LLC | 4,359 | $281.9K | 0.00% | −904−17.2% | Reduced |
| Prelude Capital Management, LLC | 4,465 | $288.8K | 0.03% | −4,014−47.3% | Reduced |
| Perennial Investment Advisors, LLC | 4,540 | $293.6K | 0.03% | −80−1.7% | Reduced |
| Seros Financial, LLC | 4,589 | $296.8K | 0.19% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,646 | $300.5K | 0.00% | −426−8.4% | Reduced |
| R Squared Ltd | 4,662 | $301.5K | 0.17% | +4,662 | New |
| Stratos Wealth Partners, LTD. | 4,768 | $308.4K | 0.00% | −997−17.3% | Reduced |
| J.W. Cole Advisors, Inc. | 4,777 | $309.0K | 0.01% | +4,777 | New |
| Garden State Investment Advisory Services LLC | 4,817 | $311.6K | 0.08% | +416+9.5% | Added |
| Gotham Asset Management, LLC | 4,821 | $311.8K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,928 | $318.7K | 0.00% | −23,983−83.0% | Reduced |
| Bramshill Investments, LLC | 5,000 | $323.4K | 0.03% | +5,000 | New |
| CIBC Private Wealth Group, LLC | 5,007 | $323.9K | 0.00% | +4,903+4,714.4% | Added |
| O'Shaughnessy Asset Management, LLC | 5,120 | $331.2K | 0.00% | −444−8.0% | Reduced |
| AdvisorNet Financial, Inc | 5,150 | $333.1K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,248 | $339.4K | 0.03% | +535+11.4% | Added |
| Vontobel Holding Ltd. | 5,262 | $340.3K | 0.00% | −507−8.8% | Reduced |
| Stifel Financial Corp | 5,314 | $343.7K | 0.00% | +5,314 | New |
| Inceptionr LLC | 5,350 | $346.0K | 0.08% | +5,350 | New |
| Integrated Financial Solutions, Inc. | 14,635 | $346.6K | 0.29% | +14,635 | New |
| Public Employees Retirement Association of Colorado | 5,524 | $357.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,670 | $366.7K | 0.22% | +2,173+62.1% | Added |
| CIBC World Markets Inc. | 5,683 | $367.6K | 0.00% | +956+20.2% | Added |
| Summit Trail Advisors, LLC | 5,925 | $383.2K | 0.01% | +5,925 | New |
| Sequoia Financial Advisors, LLC | 5,930 | $383.6K | 0.00% | +10+0.2% | Added |
| Principal Financial Group Inc | 5,990 | $387.4K | 0.00% | −112,697−95.0% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $388.5K | 0.16% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,086 | $393.6K | 0.05% | +409+7.2% | Added |
| Synergy Financial Group, LTD | 6,281 | $406.3K | 0.30% | +488+8.4% | Added |
| Gsa Capital Partners LLP | 6,470 | $418.0K | 0.03% | −8,457−56.7% | Reduced |
| Left Brain Wealth Management, LLC | 6,600 | $426.9K | 0.15% | −1,570−19.2% | Reduced |
| Xponance, Inc. | 6,755 | $436.9K | 0.00% | +584+9.5% | Added |
| Advisory Services Network, LLC | 5,399 | $441.3K | 0.01% | +272+5.3% | Added |
| Jefferies Financial Group Inc. | 7,000 | $452.8K | 0.01% | −35,415−83.5% | Reduced |
| American Century Companies Inc | 7,086 | $458.3K | 0.00% | +7,086 | New |
| Quantitative Investment Management, LLC | 7,123 | $460.0K | 0.06% | +40+0.6% | Added |
| JustInvest LLC | 7,187 | $464.9K | 0.01% | +1,257+21.2% | Added |
| Prakash Investment Advisors LLC | 10,375 | $477.6K | 0.53% | −50−0.5% | Reduced |
| Intellectus Partners, LLC | 7,462 | $482.6K | 0.10% | +612+8.9% | Added |
| Inspire Advisors, LLC | 7,683 | $496.9K | 0.05% | +67+0.9% | Added |