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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 9,592 | $620.4K | 0.01% | −1,902−16.5% | Reduced |
| Prospera Financial Services Inc | 9,403 | $608.1K | 0.01% | +9,403 | New |
| Atria Wealth Solutions, Inc. | 8,930 | $604.1K | 0.01% | +964+12.1% | Added |
| Janney Montgomery Scott LLC | 9,330 | $603.0K | 0.00% | −5,295−36.2% | Reduced |
| Optiver Holding B.V. | 9,266 | $599.3K | 0.02% | +9,266 | New |
| Diker Management LLC | 9,000 | $582.1K | 0.55% | +9,000 | New |
| QRG Capital Management, Inc. | 8,760 | $566.6K | 0.00% | +2,630+42.9% | Added |
| Jones Financial Companies LLLP | 8,797 | $558.0K | 0.00% | +2,047+30.3% | Added |
| Ameritas Investment Partners, Inc. | 8,600 | $556.2K | 0.02% | +600+7.5% | Added |
| EMC Capital Management | 8,600 | $556.0K | 0.30% | +3,500+68.6% | Added |
| STRS Ohio | 8,400 | $543.3K | 0.00% | +3,200+61.5% | Added |
| Icapital Wealth LLC | 8,384 | $542.3K | 0.31% | +8,384 | New |
| Wealth Enhancement Advisory Services, LLC | 7,230 | $533.7K | 0.00% | −5,482−43.1% | Reduced |
| Candriam Luxembourg S.C.A. | 8,154 | $527.4K | 0.00% | +8,154 | New |
| State of Wisconsin Investment Board | 8,143 | $526.7K | 0.00% | −5,403−39.9% | Reduced |
| Neuberger Berman Group LLC | 8,107 | $524.4K | 0.00% | +928+12.9% | Added |
| Russell Investments Group, Ltd. | 8,037 | $519.9K | 0.00% | +4,021+100.1% | Added |
| Resources Investment Advisors, LLC. | 8,033 | $519.6K | 0.01% | +8,033 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $516.9K | 0.15% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,984 | $516.0K | 0.04% | +7,984 | New |
| Integrated Wealth Concepts LLC | 7,777 | $503.0K | 0.01% | +3,149+68.0% | Added |
| Inspire Advisors, LLC | 7,683 | $496.9K | 0.05% | +67+0.9% | Added |
| Intellectus Partners, LLC | 7,462 | $482.6K | 0.10% | +612+8.9% | Added |
| Prakash Investment Advisors LLC | 10,375 | $477.6K | 0.53% | −50−0.5% | Reduced |
| JustInvest LLC | 7,187 | $464.9K | 0.01% | +1,257+21.2% | Added |
| Quantitative Investment Management, LLC | 7,123 | $460.0K | 0.06% | +40+0.6% | Added |
| American Century Companies Inc | 7,086 | $458.3K | 0.00% | +7,086 | New |
| Jefferies Financial Group Inc. | 7,000 | $452.8K | 0.01% | −35,415−83.5% | Reduced |
| Advisory Services Network, LLC | 5,399 | $441.3K | 0.01% | +272+5.3% | Added |
| Xponance, Inc. | 6,755 | $436.9K | 0.00% | +584+9.5% | Added |
| Left Brain Wealth Management, LLC | 6,600 | $426.9K | 0.15% | −1,570−19.2% | Reduced |
| Gsa Capital Partners LLP | 6,470 | $418.0K | 0.03% | −8,457−56.7% | Reduced |
| Synergy Financial Group, LTD | 6,281 | $406.3K | 0.30% | +488+8.4% | Added |
| Symmetry Partners, LLC | 6,086 | $393.6K | 0.05% | +409+7.2% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $388.5K | 0.16% | 00.0% | Unchanged |
| Principal Financial Group Inc | 5,990 | $387.4K | 0.00% | −112,697−95.0% | Reduced |
| Sequoia Financial Advisors, LLC | 5,930 | $383.6K | 0.00% | +10+0.2% | Added |
| Summit Trail Advisors, LLC | 5,925 | $383.2K | 0.01% | +5,925 | New |
| CIBC World Markets Inc. | 5,683 | $367.6K | 0.00% | +956+20.2% | Added |
| Virtus ETF Advisers LLC | 5,670 | $366.7K | 0.22% | +2,173+62.1% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $357.0K | 0.00% | 00.0% | Unchanged |
| Integrated Financial Solutions, Inc. | 14,635 | $346.6K | 0.29% | +14,635 | New |
| Inceptionr LLC | 5,350 | $346.0K | 0.08% | +5,350 | New |
| Stifel Financial Corp | 5,314 | $343.7K | 0.00% | +5,314 | New |
| Vontobel Holding Ltd. | 5,262 | $340.3K | 0.00% | −507−8.8% | Reduced |
| Tradition Wealth Management, LLC | 5,248 | $339.4K | 0.03% | +535+11.4% | Added |
| AdvisorNet Financial, Inc | 5,150 | $333.1K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,120 | $331.2K | 0.00% | −444−8.0% | Reduced |
| CIBC Private Wealth Group, LLC | 5,007 | $323.9K | 0.00% | +4,903+4,714.4% | Added |
| Bramshill Investments, LLC | 5,000 | $323.4K | 0.03% | +5,000 | New |
| Point72 Asset Management, L.P. | 4,928 | $318.7K | 0.00% | −23,983−83.0% | Reduced |
| Gotham Asset Management, LLC | 4,821 | $311.8K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 4,817 | $311.6K | 0.08% | +416+9.5% | Added |
| J.W. Cole Advisors, Inc. | 4,777 | $309.0K | 0.01% | +4,777 | New |
| Stratos Wealth Partners, LTD. | 4,768 | $308.4K | 0.00% | −997−17.3% | Reduced |
| R Squared Ltd | 4,662 | $301.5K | 0.17% | +4,662 | New |
| Cresset Asset Management, LLC | 4,646 | $300.5K | 0.00% | −426−8.4% | Reduced |
| Seros Financial, LLC | 4,589 | $296.8K | 0.19% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,540 | $293.6K | 0.03% | −80−1.7% | Reduced |
| Prelude Capital Management, LLC | 4,465 | $288.8K | 0.03% | −4,014−47.3% | Reduced |
| Merit Financial Group, LLC | 4,359 | $281.9K | 0.00% | −904−17.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,332 | $280.0K | 0.04% | +4,332 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,300 | $278.1K | 0.00% | +782+22.2% | Added |
| Capstone Investment Advisors, LLC | 4,239 | $274.2K | 0.00% | +4,239 | New |
| Caxton Associates LLP | 4,235 | $273.9K | 0.01% | +4,235 | New |
| Portman Square Capital LLP | 4,213 | $272.5K | 0.03% | −2,893−40.7% | Reduced |
| Summit Financial Strategies, Inc. | 4,210 | $272.3K | 0.03% | +4,210 | New |
| Avantax Advisory Services, Inc. | 4,171 | $269.8K | 0.00% | +4,171 | New |
| Wealth Management Associates, Inc. | 4,170 | $269.7K | 0.10% | +4,170 | 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 |
| Steel Peak Wealth Management LLC | 3,964 | $256.4K | 0.01% | +3,964 | New |
| Sanctuary Advisors, LLC | 3,907 | $252.7K | 0.00% | +3,907 | New |
| Wealthfront Advisers LLC | 3,821 | $247.1K | 0.00% | +3,821 | New |
| Independent Advisor Alliance | 3,783 | $244.7K | 0.01% | −1,642−30.3% | Reduced |
| Commerce Bank | 3,675 | $237.7K | 0.00% | +3,675 | New |
| Blair William & Co | 3,600 | $232.8K | 0.00% | +3,600 | New |
| Independent Financial Group, LLC | 3,568 | $230.8K | 0.01% | +3,568 | New |
| Flagship Harbor Advisors, LLC | 3,555 | $229.9K | 0.01% | +3,555 | New |
| Wealthcare Advisory Partners LLC | 3,527 | $228.1K | 0.01% | +3,527 | New |
| GDS Wealth Management | 3,453 | $223.3K | 0.02% | +3,453 | New |
| Keudell/Morrison Wealth Management | 3,450 | $223.1K | 0.05% | +3,450 | New |
| Cerity Partners LLC | 3,391 | $219.3K | 0.00% | −3,028−47.2% | Reduced |
| Toth Financial Advisory Corp | 3,360 | $217.3K | 0.03% | +3,150+1,500.0% | Added |
| Savvy Advisors, Inc. | 3,358 | $217.2K | 0.01% | +3,358 | New |
| Brinker Capital Investments, LLC | 3,354 | $216.9K | 0.00% | +3,354 | New |
| Captrust Financial Advisors | 3,345 | $216.4K | 0.00% | +3,345 | New |
| Cornerstone Investment Partners, LLC | 3,296 | $213.2K | 0.01% | +3,296 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,271 | $211.6K | 0.00% | +1,500+84.7% | Added |
| Total Clarity Wealth Management, Inc. | 3,250 | $210.2K | 0.06% | +3,250 | New |
| Atria Investments LLC | 3,219 | $208.2K | 0.00% | −1,458−31.2% | Reduced |
| HighTower Advisors, LLC | 3,197 | $206.8K | 0.00% | +3,197 | New |
| Westside Investment Management, Inc. | 3,050 | $202.8K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,889 | $186.9K | 0.01% | −256−8.1% | Reduced |
| Amalgamated Bank | 2,759 | $178.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,750 | $177.9K | 0.07% | −10−0.4% | Reduced |
| KBC Group NV | 2,413 | $156.0K | 0.00% | −1,328−35.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,295 | $148.4K | 0.00% | −389−14.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,284 | $147.7K | 0.00% | +334+17.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,275 | $144.3K | 0.05% | +2,275 | New |