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, Q3 2025
Institutional positions in Upstart Holdings, Inc. as of Sep 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
- 412
- −1 vs. Q2 2025
- Shares held
- 64.4M
- +3.96M (+6.6%) vs. Q2 2025
- Total value
- $3.27B
- −$634.4M (−16.2%) vs. Q2 2025
- New holders
- 78
- 127 more added
- Sold out
- 79
- 121 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,240,724 | $418.6M | 0.01% | −18,384−0.2% | Reduced |
| BlackRock, Inc. | 6,856,038 | $348.3M | 0.01% | +87,459+1.3% | Added |
| Jericho Capital Asset Management L.P. | 4,480,809 | $227.6M | 2.37% | +826,974+22.6% | Added |
| Slate Path Capital LP | 2,731,974 | $138.8M | 2.15% | +2,731,974 | New |
| State Street Corp | 2,051,352 | $104.2M | 0.00% | −24,667−1.2% | Reduced |
| Geode Capital Management, LLC | 2,041,781 | $103.7M | 0.01% | +32,665+1.6% | Added |
| Morgan Stanley | 1,652,024 | $83.9M | 0.01% | −20,679−1.2% | Reduced |
| Goldman Sachs Group Inc | 1,589,648 | $80.8M | 0.01% | +274,017+20.8% | Added |
| Squarepoint Ops LLC | 1,356,294 | $68.9M | 0.15% | +345,127+34.1% | Added |
| Marex Group plc | 1,304,483 | $66.3M | 0.82% | +1,121,743+613.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,178,677 | $59.9M | 0.10% | −17,025−1.4% | Reduced |
| Fred Alger Management, LLC | 1,127,568 | $57.3M | 0.22% | −92,132−7.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,046,143 | $53.1M | 0.18% | +34,029+3.4% | Added |
| Toroso Investments, LLC | 1,000,638 | $50.8M | 0.22% | +371,353+59.0% | Added |
| Price T Rowe Associates Inc | 991,433 | $50.4M | 0.01% | +920,921+1,306.0% | Added |
| Jane Street Group, LLC | 974,697 | $49.5M | 0.06% | +813,463+504.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 971,856 | $49.4M | 0.16% | +232,595+31.5% | Added |
| Voloridge Investment Management, LLC | 970,306 | $49.3M | 0.17% | +430,535+79.8% | Added |
| Susquehanna International Group, LLP | 962,880 | $48.9M | 0.07% | −302,102−23.9% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $44.2M | 0.11% | 00.0% | Unchanged |
| Wells Fargo & Company | 846,246 | $43.0M | 0.01% | +482,056+132.4% | Added |
| UBS Group AG | 825,348 | $41.9M | 0.01% | +5,286+0.6% | Added |
| Northern Trust Corp | 785,312 | $39.9M | 0.01% | +593+0.1% | Added |
| Charles Schwab Investment Management Inc | 741,430 | $37.7M | 0.01% | +51,308+7.4% | Added |
| Barclays PLC | 719,410 | $36.5M | 0.01% | +135,539+23.2% | Added |
| Invesco Ltd. | 604,892 | $30.7M | 0.00% | −259,672−30.0% | Reduced |
| Clear Street Group Inc. | 571,212 | $29.0M | 0.14% | +571,212 | New |
| Qube Research & Technologies Ltd | 567,873 | $28.8M | 0.04% | +197,869+53.5% | Added |
| Capital Fund Management S.A. | 562,108 | $28.6M | 0.29% | −331,986−37.1% | Reduced |
| JPMorgan Chase & Co | 551,723 | $28.0M | 0.00% | −97,712−15.0% | Reduced |
| Citigroup Inc | 550,138 | $27.9M | 0.02% | +199,315+56.8% | Added |
| Marshall Wace, LLP | 490,581 | $24.9M | 0.03% | +379,429+341.4% | Added |
| Man Group plc | 472,244 | $24.0M | 0.05% | −39,624−7.7% | Reduced |
| Jump Financial, LLC | 470,791 | $23.9M | 0.30% | +231,819+97.0% | Added |
| Millennium Management LLC | 456,251 | $23.2M | 0.02% | +328,916+258.3% | Added |
| Kadensa Capital Ltd | 455,150 | $23.1M | 2.38% | +161,119+54.8% | Added |
| Nuveen, LLC | 435,915 | $22.1M | 0.01% | −76,767−15.0% | Reduced |
| Tudor Investment Corp Et Al | 370,901 | $18.8M | 0.12% | +370,901 | New |
| Optiver Holding B.V. | 367,534 | $18.7M | 0.30% | +358,268+3,866.5% | Added |
| Rokos Capital Management LLP | 360,719 | $18.3M | 0.23% | −118,602−24.7% | Reduced |
| Pathstone Holdings, LLC | 338,333 | $17.2M | 0.07% | −46,350−12.0% | Reduced |
| Two Sigma Advisers, LP | 302,900 | $15.4M | 0.03% | −397,100−56.7% | Reduced |
| Summit Partners Public Asset Management, LLC | 300,000 | $15.2M | 0.50% | −283,000−48.5% | Reduced |
| Citadel Advisors LLC | 296,158 | $15.0M | 0.01% | +277,182+1,460.7% | Added |
| Balyasny Asset Management LLC | 287,764 | $14.6M | 0.03% | +182,763+174.1% | Added |
| Two Sigma Investments, LP | 277,144 | $14.1M | 0.02% | −1,008,008−78.4% | Reduced |
| Bank of New York Mellon Corp | 272,784 | $13.9M | 0.00% | +15,462+6.0% | Added |
| Bank of America Corp | 245,059 | $12.4M | 0.00% | −1,009,985−80.5% | Reduced |
| First Trust Advisors LP | 237,131 | $12.0M | 0.01% | −7,278−3.0% | Reduced |
| Catalytic Wealth RIA, LLC | 230,072 | $11.7M | 0.38% | +217,829+1,779.2% | Added |
| HSBC Holdings PLC | 228,530 | $11.6M | 0.01% | +14,328+6.7% | Added |
| SG Americas Securities, LLC | 207,422 | $10.5M | 0.04% | +123,656+147.6% | Added |
| Annex Advisory Services, LLC | 207,094 | $10.5M | 0.22% | +207,094 | New |
| Halter Ferguson Financial Inc. | 205,406 | $10.4M | 2.53% | +205,406 | New |
| IMC-Chicago, LLC | 178,363 | $9.06M | 0.16% | +178,363 | New |
| Virtu Financial LLC | 170,211 | $8.65M | 0.48% | +170,211 | New |
| Swiss National Bank | 166,000 | $8.43M | 0.00% | +2,600+1.6% | Added |
| Liontrust Investment Partners LLP | 162,680 | $8.26M | 0.12% | +71,068+77.6% | Added |
| Verition Fund Management LLC | 161,303 | $8.19M | 0.05% | −43,389−21.2% | Reduced |
| UBS Asset Management Americas Inc | 160,433 | $8.15M | 0.00% | −112,610−41.2% | Reduced |
| Quantbot Technologies LP | 147,316 | $7.48M | 0.20% | +134,686+1,066.4% | Added |
| Wellington Management Group LLP | 127,523 | $6.48M | 0.00% | +127,523 | New |
| Rhumbline Advisers | 127,179 | $6.46M | 0.01% | −3,285−2.5% | Reduced |
| Aquatic Capital Management LLC | 126,482 | $6.43M | 0.12% | −148,402−54.0% | Reduced |
| Raymond James Financial Inc | 122,285 | $6.21M | 0.00% | −17,965−12.8% | Reduced |
| LPL Financial LLC | 111,556 | $5.67M | 0.00% | +36,579+48.8% | Added |
| Landscape Capital Management, L.L.C. | 110,859 | $5.63M | 0.36% | −31,324−22.0% | Reduced |
| Walleye Trading LLC | 110,692 | $5.62M | 0.09% | +109,719+11,276.4% | Added |
| Bank of Nova Scotia | 109,588 | $5.57M | 0.01% | +64,799+144.7% | Added |
| D. E. Shaw & Co., Inc. | 109,190 | $5.55M | 0.00% | −543,636−83.3% | Reduced |
| Prudential Financial Inc | 101,695 | $5.17M | 0.01% | +12,020+13.4% | Added |
| HRT Financial LP | 100,797 | $5.12M | 0.02% | +12,198+13.8% | Added |
| Nordea Investment Management AB | 98,393 | $5.11M | 0.00% | +98,393 | New |
| Alliancebernstein L.P. | 99,300 | $5.04M | 0.00% | +620+0.6% | Added |
| Hillsdale Investment Management Inc. | 98,410 | $5.00M | 0.15% | +8,970+10.0% | Added |
| Erste Asset Management GmbH | 83,400 | $4.78M | 0.05% | +83,400 | New |
| AXA Investment Managers S.A. | 92,466 | $4.70M | 0.01% | +92,466 | New |
| Legal & General Group Plc | 90,694 | $4.61M | 0.00% | −2,437−2.6% | Reduced |
| Quantinno Capital Management LP | 90,509 | $4.60M | 0.01% | +498+0.6% | Added |
| Edgestream Partners, L.P. | 89,836 | $4.56M | 0.13% | +33,377+59.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 88,599 | $4.50M | 0.01% | +85,328+2,608.6% | Added |
| Bank of Montreal | 88,001 | $4.47M | 0.00% | +72,070+452.4% | Added |
| California State Teachers Retirement System | 83,029 | $4.22M | 0.00% | +6,661+8.7% | Added |
| Engineers Gate Manager LP | 73,513 | $3.73M | 0.04% | +73,513 | New |
| Federated Hermes, Inc. | 73,441 | $3.73M | 0.01% | −8,157−10.0% | Reduced |
| Deutsche Bank AG | 70,428 | $3.58M | 0.00% | +2,399+3.5% | Added |
| Commonwealth Equity Services, LLC | 65,298 | $3.32M | 0.00% | +7,065+12.1% | Added |
| Neo Ivy Capital Management | 63,356 | $3.22M | 0.78% | +63,356 | New |
| Bridgewater Associates, LP | 61,972 | $3.15M | 0.01% | +61,972 | New |
| Walleye Capital LLC | 61,507 | $3.12M | 0.03% | +61,507 | New |
| Dimensional Fund Advisors LP | 57,761 | $2.93M | 0.00% | +25,377+78.4% | Added |
| Brevan Howard Capital Management LP | 55,494 | $2.82M | 0.04% | −35,815−39.2% | Reduced |
| Twin Tree Management, LP | 55,371 | $2.81M | 0.13% | −76,776−58.1% | Reduced |
| Advisor Group Holdings, Inc. | 41,434 | $2.79M | 0.00% | +13,165+46.6% | Added |
| Trexquant Investment LP | 54,755 | $2.78M | 0.03% | +9,612+21.3% | Added |
| MML Investors Services, LLC | 54,616 | $2.77M | 0.01% | +12,098+28.5% | Added |
| SEI Investments Co | 51,714 | $2.63M | 0.00% | −26,935−34.2% | Reduced |
| MetLife Investment Management | 49,448 | $2.51M | 0.01% | −843−1.7% | Reduced |
| Ameriprise Financial Inc | 48,647 | $2.47M | 0.00% | −4,146−7.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 47,126 | $2.39M | 0.02% | −343−0.7% | Reduced |