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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 44,789 | $2.90M | 0.01% | −65,242−59.3% | Reduced |
| Intech Investment Management LLC | 43,904 | $2.84M | 0.03% | −30,230−40.8% | Reduced |
| BNP Paribas Arbitrage, SA | 43,854 | $2.84M | 0.00% | −1,522,662−97.2% | Reduced |
| Manchester Capital Management LLC | 43,123 | $2.79M | 0.37% | −269−0.6% | Reduced |
| MML Investors Services, LLC | 42,518 | $2.75M | 0.01% | +3,476+8.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 42,292 | $2.73M | 0.01% | +22,444+113.1% | Added |
| Main Management ETF Advisors, LLC | 41,781 | $2.70M | 0.11% | +684+1.7% | Added |
| Mariner, LLC | 41,385 | $2.68M | 0.00% | +10,776+35.2% | Added |
| State of New Jersey Common Pension Fund D | 41,276 | $2.67M | 0.01% | +12,617+44.0% | Added |
| Miracle Mile Advisors, LLC | 40,451 | $2.62M | 0.04% | +110.0% | Added |
| SCS Capital Management LLC | 40,000 | $2.59M | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 39,634 | $2.56M | 0.41% | −15,200−27.7% | Reduced |
| Coastal Bridge Advisors, LLC | 38,467 | $2.49M | 0.21% | +79+0.2% | Added |
| Bailard, Inc. | 38,410 | $2.48M | 0.06% | −349−0.9% | Reduced |
| Zacks Investment Management | 38,353 | $2.48M | 0.02% | −595−1.5% | Reduced |
| Los Angeles Capital Management LLC | 37,118 | $2.40M | 0.01% | −2,321−5.9% | Reduced |
| Janus Henderson Group PLC | 36,427 | $2.36M | 0.00% | 00.0% | Unchanged |
| Guided Capital Wealth Management, LLC | 36,437 | $2.36M | 1.82% | +609+1.7% | Added |
| Gillson Capital LP | 35,000 | $2.26M | 0.17% | +35,000 | New |
| Susquehanna Portfolio Strategies, LLC | 34,112 | $2.21M | 0.05% | +34,112 | New |
| Envestnet Asset Management Inc | 33,997 | $2.20M | 0.00% | −15,673−31.6% | Reduced |
| TCI Wealth Advisors, Inc. | 33,325 | $2.16M | 0.15% | −4,265−11.3% | Reduced |
| Castleark Management LLC | 33,200 | $2.15M | 0.06% | +33,200 | New |
| Dimensional Fund Advisors LP | 32,384 | $2.09M | 0.00% | +87+0.3% | Added |
| Ensign Peak Advisors, Inc | 28,950 | $1.87M | 0.00% | −8,586−22.9% | Reduced |
| Advisor Group Holdings, Inc. | 28,269 | $1.83M | 0.00% | +168+0.6% | Added |
| Altshuler Shaham Ltd | 13,000 | $1.83M | 0.06% | +2,500+23.8% | Added |
| New York State Common Retirement Fund | 27,126 | $1.75M | 0.00% | +1,600+6.3% | Added |
| AXA S.A. | 26,637 | $1.72M | 0.00% | +26,637 | New |
| Gemmer Asset Management LLC | 26,013 | $1.68M | 0.15% | +7,857+43.3% | Added |
| Natixis Advisors, L.P. | 25,525 | $1.65M | 0.00% | −5,124−16.7% | Reduced |
| Arizona State Retirement System | 24,965 | $1.61M | 0.01% | +1,435+6.1% | Added |
| Group One Trading, L.P. | 24,959 | $1.61M | 0.05% | −69,731−73.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,858 | $1.61M | 0.00% | +3,033+13.9% | Added |
| Mercer Global Advisors Inc | 24,055 | $1.56M | 0.00% | −1,606−6.3% | Reduced |
| SBI Securities Co., Ltd. | 23,326 | $1.51M | 0.04% | −4,545−16.3% | Reduced |
| Omers Administration Corp | 23,200 | $1.50M | 0.01% | +23,200 | New |
| Apollon Wealth Management, LLC | 23,059 | $1.49M | 0.03% | +4,548+24.6% | Added |
| Voya Investment Management LLC | 22,928 | $1.48M | 0.00% | +1,775+8.4% | Added |
| Headlands Technologies LLC | 22,892 | $1.48M | 0.18% | +4,744+26.1% | Added |
| Virginia Retirement Systems Et Al | 22,500 | $1.46M | 0.01% | +5,700+33.9% | Added |
| Fox Run Management, L.L.C. | 22,208 | $1.44M | 0.24% | −27,476−55.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 21,961 | $1.42M | 0.38% | +2,912+15.3% | Added |
| Comerica Bank | 21,951 | $1.42M | 0.01% | +2,163+10.9% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 21,490 | $1.39M | 2.45% | −3,724−14.8% | Reduced |
| State Board of Administration of Florida Retirement System | 21,376 | $1.38M | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,948 | $1.35M | 0.01% | +12,714+154.4% | Added |
| Legacy Capital Group California, Inc. | 20,803 | $1.35M | 0.37% | +20,803 | New |
| Kera Capital Partners, Inc. | 20,410 | $1.32M | 0.26% | +2,039+11.1% | Added |
| Handelsbanken Fonder AB | 20,200 | $1.31M | 0.00% | +1,100+5.8% | Added |
| Creative Planning | 19,581 | $1.27M | 0.00% | −11,667−37.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,057 | $1.23M | 0.01% | +1,608+9.2% | Added |
| Citadel Advisors LLC | 18,976 | $1.23M | 0.00% | −215,818−91.9% | Reduced |
| Rockefeller Capital Management L.P. | 18,751 | $1.21M | 0.00% | −2,653−12.4% | Reduced |
| WMG Financial Advisors, LLC | 18,512 | $1.20M | 0.44% | −650−3.4% | Reduced |
| Shelton Capital Management | 18,000 | $1.16M | 0.03% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 17,700 | $1.14M | 0.00% | −500−2.7% | Reduced |
| ProShare Advisors LLC | 17,272 | $1.12M | 0.00% | −54−0.3% | Reduced |
| Royal Bank of Canada | 17,002 | $1.10M | 0.00% | −2,099−11.0% | Reduced |
| Teacher Retirement System of Texas | 16,585 | $1.07M | 0.00% | +4,638+38.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,420 | $1.06M | 0.00% | −12,718−43.6% | Reduced |
| Cetera Investment Advisers | 16,240 | $1.05M | 0.00% | +2,093+14.8% | Added |
| Bank of Montreal | 15,931 | $1.03M | 0.00% | +3,697+30.2% | Added |
| Cadent Capital Advisors, LLC | 15,625 | $1.01M | 0.33% | +15,625 | New |
| Versor Investments LP | 15,480 | $1.00M | 0.18% | +7,686+98.6% | Added |
| Banco Santander, S.A. | 15,463 | $1.00M | 0.01% | +1,463+10.5% | Added |
| Sierra Summit Advisors LLC | 15,318 | $990.8K | 0.18% | +15,318 | New |
| CTC LLC | 15,115 | $977.6K | 0.06% | −10,266−40.4% | Reduced |
| Kercheville Advisors, LLC | 15,000 | $970.2K | 0.33% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,388 | $930.6K | 0.01% | +70+0.5% | Added |
| Boothbay Fund Management, LLC | 13,791 | $892.0K | 0.03% | +13,791 | New |
| Polymer Capital Management (US) LLC | 13,728 | $887.9K | 0.15% | +13,728 | New |
| Advisors Asset Management, Inc. | 13,500 | $873.2K | 0.02% | +520+4.0% | Added |
| Truist Financial Corp | 13,432 | $868.8K | 0.00% | −6,330−32.0% | Reduced |
| Toronto Dominion Bank | 13,369 | $864.7K | 0.00% | +13,369 | New |
| Caption Management, LLC | 13,000 | $840.8K | 0.08% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,929 | $836.2K | 0.07% | +299+2.4% | Added |
| Vienna Asset Management LLC | 12,855 | $831.5K | 0.57% | +12,855 | New |
| Atomi Financial Group, Inc. | 12,834 | $830.1K | 0.03% | +127+1.0% | Added |
| Quantbot Technologies LP | 12,630 | $816.9K | 0.02% | −167,405−93.0% | Reduced |
| Tower Research Capital LLC (TRC) | 12,394 | $801.6K | 0.02% | +10,153+453.1% | Added |
| Blueshift Asset Management, LLC | 12,273 | $793.8K | 0.24% | −1,541−11.2% | Reduced |
| Catalytic Wealth RIA, LLC | 12,243 | $791.9K | 0.06% | +12,243 | New |
| Picton Mahoney Asset Management | 12,044 | $779.0K | 0.01% | +12,044 | New |
| Gryphon Financial Partners LLC | 12,000 | $776.2K | 0.10% | −7,721−39.2% | Reduced |
| Pictet Asset Management Holding SA | 11,697 | $756.6K | 0.00% | +29+0.2% | Added |
| FMR LLC | 11,663 | $754.3K | 0.00% | +3,993+52.1% | Added |
| Capital Advantage, Inc. | 11,625 | $751.9K | 0.12% | 00.0% | Unchanged |
| Jennison Associates LLC | 11,382 | $736.2K | 0.00% | +205+1.8% | Added |
| Harbour Investments, Inc. | 10,830 | $700.5K | 0.02% | −2,792−20.5% | Reduced |
| Fairbanks Capital Management, Inc. | 10,800 | $698.5K | 0.40% | −1,000−8.5% | Reduced |
| Nisa Investment Advisors, LLC | 10,745 | $695.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 10,701 | $692.1K | 0.01% | −13,651−56.1% | Reduced |
| Prosperity Wealth Management, Inc. | 10,660 | $689.5K | 0.26% | +10,660 | New |
| CIBC World Markets Corp | 10,378 | $671.2K | 0.00% | −7,380−41.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,064 | $650.9K | 0.11% | +1,445+16.8% | Added |
| Bridgefront Capital, LLC | 9,921 | $641.7K | 0.17% | +9,921 | New |
| Victory Capital Management Inc | 9,837 | $636.3K | 0.00% | +26+0.3% | Added |
| Sig Brokerage, LP | 9,694 | $627.0K | 0.17% | +9,694 | New |
| US Bancorp | 9,612 | $621.7K | 0.00% | +45+0.5% | Added |