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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 1,943 | $125.7K | 0.00% | −67−3.3% | Reduced |
| Wolverine Asset Management LLC | 1,866 | $120.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,629 | $105.4K | 0.01% | −33−2.0% | Reduced |
| Allworth Financial LP | 1,625 | $105.1K | 0.00% | +1,452+839.3% | Added |
| Gordian Capital Singapore Pte Ltd | 1,500 | $97.0K | 0.15% | +1,420+1,775.0% | Added |
| Anfield Capital Management, LLC | 1,416 | $91.6K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,393 | $90.0K | 0.00% | −2,759−66.4% | Reduced |
| Rakuten Securities, Inc. | 1,231 | $79.6K | 0.03% | −1,657−57.4% | Reduced |
| Bogart Wealth, LLC | 1,200 | $77.6K | 0.00% | +700+140.0% | Added |
| Point72 (DIFC) Ltd | 1,072 | $69.3K | 0.01% | −832−43.7% | Reduced |
| Daiwa Securities Group Inc. | 1,068 | $69.0K | 0.00% | +241+29.1% | Added |
| Albion Financial Group | 1,000 | $64.7K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 973 | $62.9K | 0.00% | +973 | New |
| State of Wyoming | 948 | $61.3K | 0.01% | +948 | New |
| Versant Capital Management, Inc | 925 | $59.8K | 0.01% | +667+258.5% | Added |
| Signaturefd, LLC | 894 | $57.8K | 0.00% | −80−8.2% | Reduced |
| Ancora Advisors, LLC | 875 | $56.6K | 0.00% | −600−40.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 864 | $55.9K | 0.00% | +362+72.1% | Added |
| Parallel Advisors, LLC | 838 | $54.2K | 0.00% | −70−7.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 816 | $53.0K | 0.00% | +816 | New |
| Farther Finance Advisors, LLC | 754 | $48.8K | 0.00% | −89−10.6% | Reduced |
| Shell Asset Management Co | 714 | $46.0K | 0.00% | −73−9.3% | Reduced |
| GWM Advisors LLC | 697 | $45.1K | 0.00% | −1,300−65.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 673 | $44.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 600 | $38.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 532 | $34.4K | 0.00% | +532 | New |
| Optimum Investment Advisors | 510 | $33.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 382 | $29.0K | 0.00% | −30−7.3% | Reduced |
| National Bank of Canada | 443 | $28.6K | 0.00% | −7,006−94.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 376 | $24.3K | 0.00% | +233+162.9% | Added |
| Y.D. More Investments Ltd | 370 | $23.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 354 | $22.9K | 0.00% | +108+43.9% | Added |
| Geneos Wealth Management Inc. | 352 | $22.8K | 0.00% | −100−22.1% | Reduced |
| Danske Bank A/S | 346 | $22.4K | 0.00% | +146+73.0% | Added |
| Northwestern Mutual Wealth Management Co | 332 | $21.5K | 0.00% | +30+9.9% | Added |
| Rise Advisors, LLC | 303 | $19.6K | 0.01% | −4−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $19.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 279 | $18.0K | 0.01% | +279 | New |
| Putney Financial Group LLC | 248 | $16.0K | 0.02% | +130+110.2% | Added |
| MAI Capital Management | 218 | $14.1K | 0.00% | +14+6.9% | Added |
| Sterling Capital Management LLC | 204 | $13.2K | 0.00% | +121+145.8% | Added |
| Covestor Ltd | 202 | $13.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $12.9K | 0.00% | −51−20.3% | Reduced |
| Bryn Mawr Trust Co | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 12,936 | $12.9K | 0.01% | +12,736+6,368.0% | Added |
| Dogwood Wealth Management LLC | 165 | $12.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 170 | $11.0K | 0.00% | +35+25.9% | Added |
| Private Trust Co NA | 166 | $10.7K | 0.00% | +26+18.6% | Added |
| GeoWealth Management, LLC | 166 | $10.7K | 0.00% | +166 | New |
| Hopwood Financial Services, Inc. | 163 | $10.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 159 | $10.3K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 152 | $10.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 153 | $9.89K | 0.00% | −2,546−94.3% | Reduced |
| Adirondack Trust Co | 150 | $9.70K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 147 | $9.51K | 0.00% | +30+25.6% | Added |
| SRS Capital Advisors, Inc. | 143 | $9.25K | 0.00% | +55+62.5% | Added |
| Fortitude Family Office, LLC | 130 | $8.41K | 0.00% | −307−70.3% | Reduced |
| UMA Financial Services, Inc. | 107 | $6.92K | 0.00% | −7−6.1% | Reduced |
| Heritage Wealth Advisors | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 82 | $5.30K | 0.00% | +23+39.0% | Added |
| South State Corp. | 80 | $5.17K | 0.00% | −100−55.6% | Reduced |
| Skopos Labs, Inc. | 68 | $4.40K | 0.00% | +18+36.0% | Added |
| TD Waterhouse Canada Inc. | 61 | $4.15K | 0.00% | −250−80.4% | Reduced |
| EverSource Wealth Advisors, LLC | 64 | $4.14K | 0.00% | −47−42.3% | Reduced |
| Principal Securities, Inc. | 62 | $4.01K | 0.00% | +62 | New |
| Bessemer Group Inc | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 73 | $4.00K | 0.00% | +22+43.1% | Added |
| Quarry LP | 59 | $3.82K | 0.00% | +59 | New |
| Sunbelt Securities, Inc. | 60 | $3.69K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 53 | $3.00K | 0.00% | −5−8.6% | Reduced |
| Pacifica Partners Inc. | 44 | $2.79K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $2.78K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.72K | 0.00% | +2+5.0% | Added |
| Anchor Investment Management, LLC | 41 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $2.59K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $2.59K | 0.00% | +30+300.0% | Added |
| Private Wealth Management Group, LLC | 39 | $2.52K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 38 | $2.46K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $1.71K | 0.00% | −123−82.0% | Reduced |
| West Oak Capital, LLC | 25 | $1.60K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $1.55K | 0.00% | −6−20.0% | Reduced |
| Essential Partners LLC | 23 | $1.49K | 0.00% | +23 | New |
| Missouri Trust & Investment Co | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 12 | $981 | 0.00% | −4−25.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 15 | $970 | 0.00% | −854−98.3% | Reduced |
| Gen-Wealth Partners Inc | 15 | $970 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $909 | 0.00% | 00.0% | Unchanged |