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 |
|---|---|---|---|---|---|
| UBS Group AG | 820,062 | $53.0M | 0.01% | +62,137+8.2% | Added |
| Invesco Ltd. | 864,564 | $55.9M | 0.01% | −405,788−31.9% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $56.3M | 0.16% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 894,094 | $57.8M | 0.64% | +39,942+4.7% | Added |
| Squarepoint Ops LLC | 1,011,167 | $65.4M | 0.14% | +585,090+137.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,012,114 | $65.5M | 0.24% | +104,533+11.5% | Added |
| Norges Bank | 1,047,875 | $67.8M | 0.01% | +61,838+6.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,195,702 | $77.3M | 0.15% | −2,264−0.2% | Reduced |
| Fred Alger Management, LLC | 1,219,700 | $78.9M | 0.35% | −544,436−30.9% | Reduced |
| Bank of America Corp | 1,255,044 | $81.2M | 0.01% | +56,857+4.7% | Added |
| Susquehanna International Group, LLP | 1,264,982 | $81.8M | 0.13% | +277,344+28.1% | Added |
| Driehaus Capital Management LLC | 1,271,891 | $82.3M | 0.66% | +56,654+4.7% | Added |
| Two Sigma Investments, LP | 1,285,152 | $83.1M | 0.15% | −214,034−14.3% | Reduced |
| Goldman Sachs Group Inc | 1,315,631 | $85.1M | 0.01% | −513,791−28.1% | Reduced |
| Contour Asset Management LLC | 1,387,200 | $89.7M | 2.93% | +1,387,200 | New |
| Morgan Stanley | 1,672,703 | $108.2M | 0.01% | +84,976+5.4% | Added |
| Geode Capital Management, LLC | 2,009,116 | $130.0M | 0.01% | +73,582+3.8% | Added |
| State Street Corp | 2,076,019 | $134.3M | 0.01% | +67,270+3.3% | Added |
| Jericho Capital Asset Management L.P. | 3,653,835 | $236.3M | 3.15% | +3,653,835 | New |
| BlackRock, Inc. | 6,768,579 | $437.8M | 0.01% | +258,411+4.0% | Added |
| Vanguard Group Inc | 8,259,108 | $534.2M | 0.01% | +244,452+3.1% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,441,600−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −262,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −136,866−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −121,701−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −76,649−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,294−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −61,551−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −52,053−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −40,686−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −39,207−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −38,100−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −37,197−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −34,958−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −32,850−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −28,399−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −27,847−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −23,230−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −21,224−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,698−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −15,557−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,238−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −14,520−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −12,654−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,122−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −9,304−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −9,081−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,069−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,532−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Accredited Wealth Management, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |