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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 7,777 | $503.0K | 0.01% | +3,149+68.0% | Added |
| Arete Wealth Advisors, LLC | 7,984 | $516.0K | 0.04% | +7,984 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $516.9K | 0.15% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,033 | $519.6K | 0.01% | +8,033 | New |
| Russell Investments Group, Ltd. | 8,037 | $519.9K | 0.00% | +4,021+100.1% | Added |
| Neuberger Berman Group LLC | 8,107 | $524.4K | 0.00% | +928+12.9% | Added |
| State of Wisconsin Investment Board | 8,143 | $526.7K | 0.00% | −5,403−39.9% | Reduced |
| Candriam Luxembourg S.C.A. | 8,154 | $527.4K | 0.00% | +8,154 | New |
| Wealth Enhancement Advisory Services, LLC | 7,230 | $533.7K | 0.00% | −5,482−43.1% | Reduced |
| Icapital Wealth LLC | 8,384 | $542.3K | 0.31% | +8,384 | New |
| STRS Ohio | 8,400 | $543.3K | 0.00% | +3,200+61.5% | Added |
| EMC Capital Management | 8,600 | $556.0K | 0.30% | +3,500+68.6% | Added |
| Ameritas Investment Partners, Inc. | 8,600 | $556.2K | 0.02% | +600+7.5% | Added |
| Jones Financial Companies LLLP | 8,797 | $558.0K | 0.00% | +2,047+30.3% | Added |
| QRG Capital Management, Inc. | 8,760 | $566.6K | 0.00% | +2,630+42.9% | Added |
| Diker Management LLC | 9,000 | $582.1K | 0.55% | +9,000 | New |
| Optiver Holding B.V. | 9,266 | $599.3K | 0.02% | +9,266 | New |
| Janney Montgomery Scott LLC | 9,330 | $603.0K | 0.00% | −5,295−36.2% | Reduced |
| Atria Wealth Solutions, Inc. | 8,930 | $604.1K | 0.01% | +964+12.1% | Added |
| Prospera Financial Services Inc | 9,403 | $608.1K | 0.01% | +9,403 | New |
| Prime Capital Investment Advisors, LLC | 9,592 | $620.4K | 0.01% | −1,902−16.5% | Reduced |
| US Bancorp | 9,612 | $621.7K | 0.00% | +45+0.5% | Added |
| Sig Brokerage, LP | 9,694 | $627.0K | 0.17% | +9,694 | New |
| Victory Capital Management Inc | 9,837 | $636.3K | 0.00% | +26+0.3% | Added |
| Bridgefront Capital, LLC | 9,921 | $641.7K | 0.17% | +9,921 | New |
| Newbridge Financial Services Group, Inc. | 10,064 | $650.9K | 0.11% | +1,445+16.8% | Added |
| CIBC World Markets Corp | 10,378 | $671.2K | 0.00% | −7,380−41.6% | Reduced |
| Prosperity Wealth Management, Inc. | 10,660 | $689.5K | 0.26% | +10,660 | New |
| Oppenheimer Asset Management Inc. | 10,701 | $692.1K | 0.01% | −13,651−56.1% | Reduced |
| Nisa Investment Advisors, LLC | 10,745 | $695.0K | 0.00% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 10,800 | $698.5K | 0.40% | −1,000−8.5% | Reduced |
| Harbour Investments, Inc. | 10,830 | $700.5K | 0.02% | −2,792−20.5% | Reduced |
| Jennison Associates LLC | 11,382 | $736.2K | 0.00% | +205+1.8% | Added |
| Capital Advantage, Inc. | 11,625 | $751.9K | 0.12% | 00.0% | Unchanged |
| FMR LLC | 11,663 | $754.3K | 0.00% | +3,993+52.1% | Added |
| Pictet Asset Management Holding SA | 11,697 | $756.6K | 0.00% | +29+0.2% | Added |
| Gryphon Financial Partners LLC | 12,000 | $776.2K | 0.10% | −7,721−39.2% | Reduced |
| Picton Mahoney Asset Management | 12,044 | $779.0K | 0.01% | +12,044 | New |
| Catalytic Wealth RIA, LLC | 12,243 | $791.9K | 0.06% | +12,243 | New |
| Blueshift Asset Management, LLC | 12,273 | $793.8K | 0.24% | −1,541−11.2% | Reduced |
| Tower Research Capital LLC (TRC) | 12,394 | $801.6K | 0.02% | +10,153+453.1% | Added |
| Quantbot Technologies LP | 12,630 | $816.9K | 0.02% | −167,405−93.0% | Reduced |
| Atomi Financial Group, Inc. | 12,834 | $830.1K | 0.03% | +127+1.0% | Added |
| Vienna Asset Management LLC | 12,855 | $831.5K | 0.57% | +12,855 | New |
| International Assets Investment Management, LLC | 12,929 | $836.2K | 0.07% | +299+2.4% | Added |
| Caption Management, LLC | 13,000 | $840.8K | 0.08% | 00.0% | Unchanged |
| Toronto Dominion Bank | 13,369 | $864.7K | 0.00% | +13,369 | New |
| Truist Financial Corp | 13,432 | $868.8K | 0.00% | −6,330−32.0% | Reduced |
| Advisors Asset Management, Inc. | 13,500 | $873.2K | 0.02% | +520+4.0% | Added |
| Polymer Capital Management (US) LLC | 13,728 | $887.9K | 0.15% | +13,728 | New |
| Boothbay Fund Management, LLC | 13,791 | $892.0K | 0.03% | +13,791 | New |
| Private Advisor Group, LLC | 14,388 | $930.6K | 0.01% | +70+0.5% | Added |
| Kercheville Advisors, LLC | 15,000 | $970.2K | 0.33% | 00.0% | Unchanged |
| CTC LLC | 15,115 | $977.6K | 0.06% | −10,266−40.4% | Reduced |
| Sierra Summit Advisors LLC | 15,318 | $990.8K | 0.18% | +15,318 | New |
| Banco Santander, S.A. | 15,463 | $1.00M | 0.01% | +1,463+10.5% | Added |
| Versor Investments LP | 15,480 | $1.00M | 0.18% | +7,686+98.6% | Added |
| Cadent Capital Advisors, LLC | 15,625 | $1.01M | 0.33% | +15,625 | New |
| Bank of Montreal | 15,931 | $1.03M | 0.00% | +3,697+30.2% | Added |
| Cetera Investment Advisers | 16,240 | $1.05M | 0.00% | +2,093+14.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,420 | $1.06M | 0.00% | −12,718−43.6% | Reduced |
| Teacher Retirement System of Texas | 16,585 | $1.07M | 0.00% | +4,638+38.8% | Added |
| Royal Bank of Canada | 17,002 | $1.10M | 0.00% | −2,099−11.0% | Reduced |
| ProShare Advisors LLC | 17,272 | $1.12M | 0.00% | −54−0.3% | Reduced |
| KLP Kapitalforvaltning AS | 17,700 | $1.14M | 0.00% | −500−2.7% | Reduced |
| Shelton Capital Management | 18,000 | $1.16M | 0.03% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 18,512 | $1.20M | 0.44% | −650−3.4% | Reduced |
| Rockefeller Capital Management L.P. | 18,751 | $1.21M | 0.00% | −2,653−12.4% | Reduced |
| Citadel Advisors LLC | 18,976 | $1.23M | 0.00% | −215,818−91.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,057 | $1.23M | 0.01% | +1,608+9.2% | Added |
| Creative Planning | 19,581 | $1.27M | 0.00% | −11,667−37.3% | Reduced |
| Handelsbanken Fonder AB | 20,200 | $1.31M | 0.00% | +1,100+5.8% | Added |
| Kera Capital Partners, Inc. | 20,410 | $1.32M | 0.26% | +2,039+11.1% | Added |
| Legacy Capital Group California, Inc. | 20,803 | $1.35M | 0.37% | +20,803 | New |
| Kestra Advisory Services, LLC | 20,948 | $1.35M | 0.01% | +12,714+154.4% | Added |
| State Board of Administration of Florida Retirement System | 21,376 | $1.38M | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 21,490 | $1.39M | 2.45% | −3,724−14.8% | Reduced |
| Comerica Bank | 21,951 | $1.42M | 0.01% | +2,163+10.9% | Added |
| Jackson Creek Investment Advisors LLC | 21,961 | $1.42M | 0.38% | +2,912+15.3% | Added |
| Fox Run Management, L.L.C. | 22,208 | $1.44M | 0.24% | −27,476−55.3% | Reduced |
| Virginia Retirement Systems Et Al | 22,500 | $1.46M | 0.01% | +5,700+33.9% | Added |
| Headlands Technologies LLC | 22,892 | $1.48M | 0.18% | +4,744+26.1% | Added |
| Voya Investment Management LLC | 22,928 | $1.48M | 0.00% | +1,775+8.4% | Added |
| Apollon Wealth Management, LLC | 23,059 | $1.49M | 0.03% | +4,548+24.6% | Added |
| Omers Administration Corp | 23,200 | $1.50M | 0.01% | +23,200 | New |
| SBI Securities Co., Ltd. | 23,326 | $1.51M | 0.04% | −4,545−16.3% | Reduced |
| Mercer Global Advisors Inc | 24,055 | $1.56M | 0.00% | −1,606−6.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,858 | $1.61M | 0.00% | +3,033+13.9% | Added |
| Group One Trading, L.P. | 24,959 | $1.61M | 0.05% | −69,731−73.6% | Reduced |
| Arizona State Retirement System | 24,965 | $1.61M | 0.01% | +1,435+6.1% | Added |
| Natixis Advisors, L.P. | 25,525 | $1.65M | 0.00% | −5,124−16.7% | Reduced |
| Gemmer Asset Management LLC | 26,013 | $1.68M | 0.15% | +7,857+43.3% | Added |
| AXA S.A. | 26,637 | $1.72M | 0.00% | +26,637 | New |
| New York State Common Retirement Fund | 27,126 | $1.75M | 0.00% | +1,600+6.3% | Added |
| Altshuler Shaham Ltd | 13,000 | $1.83M | 0.06% | +2,500+23.8% | Added |
| Advisor Group Holdings, Inc. | 28,269 | $1.83M | 0.00% | +168+0.6% | Added |
| Ensign Peak Advisors, Inc | 28,950 | $1.87M | 0.00% | −8,586−22.9% | Reduced |
| Dimensional Fund Advisors LP | 32,384 | $2.09M | 0.00% | +87+0.3% | Added |
| Castleark Management LLC | 33,200 | $2.15M | 0.06% | +33,200 | New |
| TCI Wealth Advisors, Inc. | 33,325 | $2.16M | 0.15% | −4,265−11.3% | Reduced |