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.
Q3 2025 vs. Q2 2025
How the institutions holding Upstart Holdings, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 421 | 8 | 412 | −1 |
| Shares | 61.5M | 1.11M | 64.4M | +3.96M (+6.6%) |
| Value | $3.98B | $72.1M | $3.27B | −$634.4M (−16.2%) |
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (78)
Institutions that held Upstart Holdings, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
Sold out (79)
Institutions that held Upstart Holdings, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
Not filed for Q3 2025 yet (8)
Institutions that held Upstart Holdings, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Norges Bank | 1,047,875 | $67.8M |
| Tyler-Stone Wealth Management | 39,634 | $2.56M |
| CIBC World Markets Corp | 10,378 | $671.2K |
| Atria Wealth Solutions, Inc. | 8,930 | $604.1K |
| Avantax Advisory Services, Inc. | 4,171 | $269.8K |
| Keudell/Morrison Wealth Management | 3,450 | $223.1K |
| PrairieView Partners, LLC | 300 | $19.0K |
| Oliver Lagore Vanvalin Investment Group | 1 | $43 |