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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 33,997 | $2.20M | 0.00% | −15,673−31.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 34,112 | $2.21M | 0.05% | +34,112 | New |
| Gillson Capital LP | 35,000 | $2.26M | 0.17% | +35,000 | New |
| Guided Capital Wealth Management, LLC | 36,437 | $2.36M | 1.82% | +609+1.7% | Added |
| Janus Henderson Group PLC | 36,427 | $2.36M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 37,118 | $2.40M | 0.01% | −2,321−5.9% | Reduced |
| Zacks Investment Management | 38,353 | $2.48M | 0.02% | −595−1.5% | Reduced |
| Bailard, Inc. | 38,410 | $2.48M | 0.06% | −349−0.9% | Reduced |
| Coastal Bridge Advisors, LLC | 38,467 | $2.49M | 0.21% | +79+0.2% | Added |
| Tyler-Stone Wealth Management | 39,634 | $2.56M | 0.41% | −15,200−27.7% | Reduced |
| SCS Capital Management LLC | 40,000 | $2.59M | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 40,451 | $2.62M | 0.04% | +110.0% | Added |
| State of New Jersey Common Pension Fund D | 41,276 | $2.67M | 0.01% | +12,617+44.0% | Added |
| Mariner, LLC | 41,385 | $2.68M | 0.00% | +10,776+35.2% | Added |
| Main Management ETF Advisors, LLC | 41,781 | $2.70M | 0.11% | +684+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 42,292 | $2.73M | 0.01% | +22,444+113.1% | Added |
| MML Investors Services, LLC | 42,518 | $2.75M | 0.01% | +3,476+8.9% | Added |
| Manchester Capital Management LLC | 43,123 | $2.79M | 0.37% | −269−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 43,854 | $2.84M | 0.00% | −1,522,662−97.2% | Reduced |
| Intech Investment Management LLC | 43,904 | $2.84M | 0.03% | −30,230−40.8% | Reduced |
| Bank of Nova Scotia | 44,789 | $2.90M | 0.01% | −65,242−59.3% | Reduced |
| Trexquant Investment LP | 45,143 | $2.92M | 0.03% | −431,503−90.5% | Reduced |
| Quadrature Capital Ltd | 45,904 | $2.97M | 0.05% | +45,904 | New |
| Manufacturers Life Insurance Company, The | 47,236 | $3.06M | 0.00% | −594−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 47,469 | $3.07M | 0.02% | −80,178−62.8% | Reduced |
| Wolverine Trading, LLC | 50,019 | $3.17M | 0.08% | +17,502+53.8% | Added |
| Parallax Volatility Advisers, L.P. | 49,307 | $3.19M | 0.13% | −50,091−50.4% | Reduced |
| MetLife Investment Management | 50,291 | $3.25M | 0.02% | +3,839+8.3% | Added |
| ExodusPoint Capital Management, LP | 50,722 | $3.28M | 0.04% | −45,358−47.2% | Reduced |
| AQR Capital Management LLC | 50,906 | $3.29M | 0.00% | −45,800−47.4% | Reduced |
| Ameriprise Financial Inc | 52,793 | $3.41M | 0.00% | −6,336−10.7% | Reduced |
| Edgestream Partners, L.P. | 56,459 | $3.65M | 0.10% | −17,618−23.8% | Reduced |
| Algert Global LLC | 57,689 | $3.73M | 0.08% | +505+0.9% | Added |
| Commonwealth Equity Services, LLC | 58,233 | $3.77M | 0.00% | +10,680+22.5% | Added |
| Nebula Research & Development LLC | 60,689 | $3.93M | 0.33% | +51,749+578.8% | Added |
| Royal Fund Management, LLC | 64,926 | $4.20M | 0.45% | −414−0.6% | Reduced |
| G2 Investment Partners Management LLC | 67,500 | $4.37M | 0.96% | +67,500 | New |
| Deutsche Bank AG | 68,029 | $4.40M | 0.00% | −5,787−7.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 70,160 | $4.54M | 0.12% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 70,512 | $4.56M | 0.00% | +9,984+16.5% | Added |
| Nishkama Capital, LLC | 72,000 | $4.66M | 0.76% | +72,000 | New |
| LPL Financial LLC | 74,977 | $4.85M | 0.00% | −18,653−19.9% | Reduced |
| California State Teachers Retirement System | 76,368 | $4.94M | 0.01% | +332+0.4% | Added |
| SEI Investments Co | 78,649 | $5.09M | 0.01% | +52,636+202.3% | Added |
| Federated Hermes, Inc. | 81,598 | $5.28M | 0.01% | +76,693+1,563.6% | Added |
| SG Americas Securities, LLC | 83,766 | $5.42M | 0.02% | +48,162+135.3% | Added |
| HRT Financial LP | 88,599 | $5.73M | 0.03% | +40,875+85.6% | Added |
| Hillsdale Investment Management Inc. | 89,440 | $5.78M | 0.21% | +21,140+31.0% | Added |
| Prudential Financial Inc | 89,675 | $5.80M | 0.01% | +82,305+1,116.8% | Added |
| Quantinno Capital Management LP | 90,011 | $5.82M | 0.03% | +23,487+35.3% | Added |
| Brevan Howard Capital Management LP | 91,309 | $5.91M | 0.06% | +48,176+111.7% | Added |
| Liontrust Investment Partners LLP | 91,612 | $5.93M | 0.08% | −69,790−43.2% | Reduced |
| Legal & General Group Plc | 93,131 | $6.02M | 0.00% | +11,046+13.5% | Added |
| Metavasi Capital LP | 95,000 | $6.14M | 2.73% | +95,000 | New |
| Alliancebernstein L.P. | 98,680 | $6.38M | 0.00% | +7,770+8.5% | Added |
| Balyasny Asset Management LLC | 105,001 | $6.79M | 0.02% | +105,001 | New |
| Marshall Wace, LLP | 111,152 | $7.19M | 0.01% | +111,152 | New |
| Polar Asset Management Partners Inc. | 122,400 | $7.92M | 0.20% | +122,400 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 122,681 | $7.94M | 0.01% | −24,454−16.6% | Reduced |
| Millennium Management LLC | 127,335 | $8.24M | 0.01% | −1,505−1.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 128,377 | $8.30M | 0.20% | +128,377 | New |
| Rhumbline Advisers | 130,464 | $8.44M | 0.01% | +13,157+11.2% | Added |
| Twin Tree Management, LP | 132,147 | $8.55M | 0.22% | −43,710−24.9% | Reduced |
| Raymond James Financial Inc | 140,250 | $9.07M | 0.00% | +21,572+18.2% | Added |
| Landscape Capital Management, L.L.C. | 142,183 | $9.20M | 0.72% | +72,066+102.8% | Added |
| Jane Street Group, LLC | 161,234 | $10.4M | 0.02% | +30,404+23.2% | Added |
| Swiss National Bank | 163,400 | $10.6M | 0.01% | +4,300+2.7% | Added |
| J. Goldman & Co LP | 170,728 | $11.0M | 0.35% | +165,228+3,004.1% | Added |
| Q Fund Management (Hong Kong) Ltd | 173,700 | $11.2M | 6.18% | +173,700 | New |
| Marex Group plc | 182,740 | $11.8M | 0.22% | +175,885+2,565.8% | Added |
| Hidden Lake Asset Management LP | 187,345 | $12.1M | 5.96% | +160,283+592.3% | Added |
| Cubist Systematic Strategies, LLC | 194,854 | $12.6M | 0.14% | +163,030+512.3% | Added |
| Verition Fund Management LLC | 204,692 | $13.2M | 0.08% | −22,191−9.8% | Reduced |
| HSBC Holdings PLC | 214,202 | $13.9M | 0.01% | +9,524+4.7% | Added |
| Canada Pension Plan Investment Board | 219,100 | $14.2M | 0.01% | +46,500+26.9% | Added |
| Jump Financial, LLC | 238,972 | $15.5M | 0.19% | −23,355−8.9% | Reduced |
| First Trust Advisors LP | 244,409 | $15.8M | 0.01% | +103,248+73.1% | Added |
| Sepio Capital, LP | 256,102 | $16.6M | 1.18% | +75,802+42.0% | Added |
| Bank of New York Mellon Corp | 257,322 | $16.6M | 0.00% | +16,111+6.7% | Added |
| UBS Asset Management Americas Inc | 273,043 | $17.7M | 0.00% | +100,026+57.8% | Added |
| Aquatic Capital Management LLC | 274,884 | $17.8M | 0.36% | +87,999+47.1% | Added |
| Kadensa Capital Ltd | 294,031 | $19.0M | 3.03% | −118,140−28.7% | Reduced |
| Citigroup Inc | 350,823 | $22.7M | 0.02% | −278−0.1% | Reduced |
| Wells Fargo & Company | 364,190 | $23.6M | 0.01% | +290,739+395.8% | Added |
| Qube Research & Technologies Ltd | 370,004 | $23.9M | 0.03% | −808,404−68.6% | Reduced |
| Pathstone Holdings, LLC | 384,683 | $24.9M | 0.10% | −2,685−0.7% | Reduced |
| Rokos Capital Management LLP | 479,321 | $31.0M | 0.52% | +479,321 | New |
| Man Group plc | 511,868 | $33.1M | 0.07% | −393,329−43.5% | Reduced |
| Nuveen, LLC | 512,682 | $33.2M | 0.01% | +97,789+23.6% | Added |
| Voloridge Investment Management, LLC | 539,771 | $34.9M | 0.13% | −412,930−43.3% | Reduced |
| Summit Partners Public Asset Management, LLC | 583,000 | $37.7M | 1.47% | −88,000−13.1% | Reduced |
| Barclays PLC | 583,871 | $37.8M | 0.01% | −148,080−20.2% | Reduced |
| Toroso Investments, LLC | 629,285 | $40.7M | 0.27% | +411,654+189.2% | Added |
| JPMorgan Chase & Co | 649,435 | $42.0M | 0.00% | −29,620−4.4% | Reduced |
| D. E. Shaw & Co., Inc. | 652,826 | $42.2M | 0.04% | −571,097−46.7% | Reduced |
| Mane Global Capital Management LP | 673,712 | $43.6M | 1.98% | +673,712 | New |
| Charles Schwab Investment Management Inc | 690,122 | $44.6M | 0.01% | +32,267+4.9% | Added |
| Two Sigma Advisers, LP | 700,000 | $45.3M | 0.09% | −774,200−52.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 739,261 | $47.8M | 0.17% | +62,212+9.2% | Added |
| Northern Trust Corp | 784,719 | $50.8M | 0.01% | +9,913+1.3% | Added |