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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $102 | 0.00% | +2 | New |
| Carolina Wealth Advisors, LLC | 4 | $203 | 0.00% | +4 | New |
| Addison Advisors LLC | 4 | $204 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $204 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $254 | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $279 | 0.00% | +5 | New |
| CIBC Private Wealth Group, LLC | 7 | $356 | 0.00% | −5,000−99.9% | Reduced |
| Asset Dedication, LLC | 8 | $407 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $504 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $508 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $508 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $508 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $508 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $508 | 0.00% | +10 | New |
| Financial Consulate, Inc | 10 | $508 | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 10 | $508 | 0.00% | +10 | New |
| Fairscale Capital, LLC | 12 | $610 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $660 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $661 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $762 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $762 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $762 | 0.00% | +15 | New |
| Wealthspire Advisors, LLC | 16 | $813 | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 18 | $914 | 0.00% | +18 | New |
| Sawyer & Company, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 22 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $1.22K | 0.00% | +15+166.7% | Added |
| UMA Financial Services, Inc. | 25 | $1.27K | 0.00% | −82−76.6% | Reduced |
| Strategic Advocates LLC | 25 | $1.27K | 0.00% | +25 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1.27K | 0.00% | +25 | New |
| West Oak Capital, LLC | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 26 | $1.32K | 0.00% | +3+13.0% | Added |
| GPS Wealth Strategies Group, LLC | 31 | $1.57K | 0.00% | −128−80.5% | Reduced |
| Gould Capital, LLC | 38 | $1.93K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 39 | $1.98K | 0.00% | +39 | New |
| Private Wealth Management Group, LLC | 39 | $1.98K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 39 | $1.99K | 0.07% | +28+254.5% | Added |
| Hemington Wealth Management | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $2.03K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $2.03K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $2.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.13K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $2.18K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 44 | $2.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 50 | $2.54K | 0.00% | +50 | New |
| Inlight Wealth Management, LLC | 52 | $2.64K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 62 | $3.15K | 0.00% | +2+3.3% | Added |
| TD Waterhouse Canada Inc. | 61 | $3.19K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 68 | $3.45K | 0.00% | +6+9.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 70 | $3.56K | 0.00% | +70 | New |
| True Wealth Design, LLC | 82 | $4.17K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 59 | $4.21K | 0.04% | −93−61.2% | Reduced |
| Toronto Dominion Bank | 88 | $4.47K | 0.00% | −13,281−99.3% | Reduced |
| EverSource Wealth Advisors, LLC | 91 | $4.62K | 0.00% | +27+42.2% | Added |
| Heritage Wealth Advisors | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 101 | $5.13K | 0.00% | +101 | New |
| Kerr Financial Planning Corp | 150 | $5.61K | 0.01% | +150 | New |
| Rothschild Investment LLC | 125 | $6.35K | 0.00% | −45−26.5% | Reduced |
| Hopwood Financial Services, Inc. | 130 | $6.60K | 0.00% | −33−20.2% | Reduced |
| Fortitude Family Office, LLC | 130 | $6.60K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 139 | $7.00K | 0.00% | +139 | New |
| Private Trust Co NA | 144 | $7.32K | 0.00% | −22−13.3% | Reduced |
| Adirondack Trust Co | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 150 | $7.62K | 0.00% | −382−71.8% | Reduced |
| Quadrant Capital Group LLC | 154 | $7.82K | 0.00% | +154 | New |
| Bessemer Group Inc | 165 | $8.00K | 0.00% | +100+153.8% | Added |
| Pine Valley Investments Ltd Liability Co | 162 | $8.23K | 0.00% | +15+10.2% | Added |
| Dogwood Wealth Management LLC | 165 | $8.38K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 184 | $9.35K | 0.00% | −16−8.0% | Reduced |
| Smartleaf Asset Management LLC | 180 | $9.49K | 0.00% | +153+566.7% | Added |
| Covestor Ltd | 201 | $10.0K | 0.01% | −1−0.5% | Reduced |
| Danske Bank A/S | 200 | $10.2K | 0.00% | −146−42.2% | Reduced |
| Bryn Mawr Trust Co | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $10.2K | 0.01% | −12,736−98.5% | Reduced |
| Sterling Capital Management LLC | 204 | $10.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 210 | $10.7K | 0.00% | −3,150−93.8% | Reduced |
| Shell Asset Management Co | 228 | $12.0K | 0.00% | −486−68.1% | Reduced |
| Global Retirement Partners, LLC | 250 | $12.7K | 0.00% | +250 | New |
| MTM Investment Management, LLC | 279 | $14.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $15.0K | 0.00% | +300 | New |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 303 | $15.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 334 | $17.0K | 0.00% | +334 | New |
| Cullen/Frost Bankers, Inc. | 346 | $17.6K | 0.00% | −30−8.0% | Reduced |
| SRS Capital Advisors, Inc. | 350 | $17.8K | 0.00% | +207+144.8% | Added |
| Y.D. More Investments Ltd | 370 | $18.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 375 | $19.1K | 0.00% | −500−57.1% | Reduced |
| Optimum Investment Advisors | 410 | $20.8K | 0.01% | −100−19.6% | Reduced |