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 |
|---|---|---|---|---|---|
| MAI Capital Management | 414 | $21.0K | 0.00% | +196+89.9% | Added |
| Root Financial Partners, LLC | 425 | $21.6K | 0.00% | +425 | New |
| Geneos Wealth Management Inc. | 492 | $25.0K | 0.00% | +140+39.8% | Added |
| Clearstead Advisors, LLC | 500 | $25.4K | 0.00% | +500 | New |
| Quarry LP | 501 | $25.5K | 0.01% | +442+749.2% | Added |
| National Bank of Canada | 568 | $28.8K | 0.00% | +125+28.2% | Added |
| IFP Advisors, Inc | 590 | $30.0K | 0.00% | +208+54.5% | Added |
| Fifth Third Bancorp | 600 | $30.5K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 673 | $34.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 697 | $35.4K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 850 | $38.2K | 0.00% | +850 | New |
| Northwestern Mutual Wealth Management Co | 771 | $39.2K | 0.00% | +439+132.2% | Added |
| Signaturefd, LLC | 795 | $40.4K | 0.00% | −99−11.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 825 | $42.0K | 0.00% | +9+1.1% | Added |
| Parallel Advisors, LLC | 838 | $42.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 913 | $46.4K | 0.01% | −35−3.7% | Reduced |
| Versant Capital Management, Inc | 925 | $47.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,051 | $49.2K | 0.01% | +1,040+9,454.5% | Added |
| Daiwa Securities Group Inc. | 975 | $50.0K | 0.00% | −93−8.7% | Reduced |
| Albion Financial Group | 1,000 | $50.8K | 0.00% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 1,000 | $50.8K | 0.02% | +1,000 | New |
| National Asset Management, Inc. | 1,047 | $53.2K | 0.00% | +1,047 | New |
| Anfield Capital Management, LLC | 1,416 | $71.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,464 | $74.4K | 0.00% | +600+69.4% | Added |
| Wexford Capital LP | 1,521 | $77.3K | 0.02% | +1,521 | New |
| GAMMA Investing LLC | 1,604 | $81.5K | 0.00% | −25−1.5% | Reduced |
| Allworth Financial LP | 1,632 | $82.9K | 0.00% | +7+0.4% | Added |
| Aster Capital Management (DIFC) Ltd | 1,739 | $88.3K | 0.04% | +1,739 | New |
| Asset Management One Co.,Ltd. | 1,861 | $94.5K | 0.00% | −82−4.2% | Reduced |
| Wolverine Asset Management LLC | 1,866 | $94.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,044 | $103.8K | 0.00% | +1,290+171.1% | Added |
| CWM, LLC | 2,396 | $122.0K | 0.00% | +1,003+72.0% | Added |
| KBC Group NV | 2,413 | $123.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,536 | $128.8K | 0.00% | +252+11.0% | Added |
| Parallax Volatility Advisers, L.P. | 2,638 | $134.0K | 0.00% | −46,669−94.6% | Reduced |
| Orion Capital Management LLC | 2,750 | $139.7K | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 2,759 | $140.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,950 | $152.0K | 0.02% | −100−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,612 | $183.5K | 0.01% | −8,782−70.9% | Reduced |
| Swiss Life Asset Management Ltd | 3,946 | $200.5K | 0.00% | +3,946 | New |
| Joel Isaacson & Co., LLC | 4,000 | $203.2K | 0.01% | 00.0% | Unchanged |
| Massar Capital Management, LP | 4,100 | $208.3K | 0.07% | +4,100 | New |
| QRG Capital Management, Inc. | 4,131 | $209.9K | 0.00% | −4,629−52.8% | Reduced |
| Summit Financial Strategies, Inc. | 4,210 | $213.9K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,435 | $225.3K | 0.00% | −333−7.0% | Reduced |
| Merit Financial Group, LLC | 4,446 | $225.9K | 0.00% | +87+2.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,451 | $226.1K | 0.00% | +151+3.5% | Added |
| Seros Financial, LLC | 4,512 | $229.2K | 0.14% | −77−1.7% | Reduced |
| NorthRock Partners, LLC | 4,530 | $230.1K | 0.00% | +4,530 | New |
| Perennial Investment Advisors, LLC | 4,590 | $233.2K | 0.02% | +50+1.1% | Added |
| Cresset Asset Management, LLC | 4,638 | $235.6K | 0.00% | −8−0.2% | Reduced |
| Gotham Asset Management, LLC | 4,821 | $244.9K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 5,014 | $254.7K | 0.00% | +1,107+28.3% | Added |
| Larson Financial Group LLC | 5,042 | $256.1K | 0.01% | +4,688+1,324.3% | Added |
| AdvisorNet Financial, Inc | 5,150 | $261.6K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 5,323 | $270.4K | 0.01% | +5,323 | New |
| Lazard Asset Management LLC | 5,382 | $273.4K | 0.00% | +5,329+10,054.7% | Added |
| Sepio Capital, LP | 5,405 | $274.6K | 0.02% | −250,697−97.9% | Reduced |
| Tradition Wealth Management, LLC | 5,470 | $277.9K | 0.02% | +222+4.2% | Added |
| Advisory Services Network, LLC | 5,475 | $278.1K | 0.00% | +76+1.4% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $281.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,670 | $288.0K | 0.16% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,688 | $288.9K | 0.00% | −237−4.0% | Reduced |
| Wealthfront Advisers LLC | 5,703 | $289.7K | 0.00% | +1,882+49.3% | Added |
| Counterpoint Mutual Funds LLC | 5,737 | $291.4K | 0.02% | +5,737 | New |
| O'Shaughnessy Asset Management, LLC | 5,865 | $297.9K | 0.00% | +745+14.6% | Added |
| Rakuten Securities, Inc. | 5,891 | $299.3K | 0.11% | +4,660+378.6% | Added |
| Sequoia Financial Advisors, LLC | 5,958 | $302.7K | 0.00% | +28+0.5% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $305.2K | 0.11% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 6,186 | $314.2K | 0.21% | −95−1.5% | Reduced |
| Integrated Wealth Concepts LLC | 6,227 | $316.3K | 0.00% | −1,550−19.9% | Reduced |
| TCG Advisory Services, LLC | 6,252 | $317.6K | 0.01% | +6,252 | New |
| Neuberger Berman Group LLC | 6,266 | $318.3K | 0.00% | −1,841−22.7% | Reduced |
| Entropy Technologies, LP | 6,370 | $323.6K | 0.02% | +6,370 | New |
| Inspire Advisors, LLC | 6,372 | $323.7K | 0.03% | −1,311−17.1% | Reduced |
| Principal Financial Group Inc | 6,448 | $327.6K | 0.00% | +458+7.6% | Added |
| Symmetry Partners, LLC | 6,519 | $331.2K | 0.04% | +433+7.1% | Added |
| Resources Investment Advisors, LLC. | 6,732 | $342.0K | 0.00% | −1,301−16.2% | Reduced |
| Xponance, Inc. | 6,750 | $342.9K | 0.00% | −5−0.1% | Reduced |
| Oxford Asset Management LLP | 6,755 | $343.2K | 0.11% | +6,755 | New |
| Sig Brokerage, LP | 6,848 | $347.9K | 0.09% | −2,846−29.4% | Reduced |
| Bridgefront Capital, LLC | 6,867 | $348.8K | 0.10% | −3,054−30.8% | Reduced |
| Two Sigma Securities, LLC | 6,948 | $353.0K | 0.05% | +6,948 | New |
| Jefferies Financial Group Inc. | 7,000 | $355.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,037 | $357.5K | 0.01% | −1,563−18.2% | Reduced |
| Virginia Retirement Systems Et Al | 7,500 | $381.0K | 0.00% | −15,000−66.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,448 | $385.9K | 0.00% | +218+3.0% | Added |
| STRS Ohio | 7,600 | $386.1K | 0.00% | −800−9.5% | Reduced |
| Graham Capital Management, L.P. | 7,677 | $390.0K | 0.01% | +7,677 | New |
| Icapital Wealth LLC | 7,727 | $392.5K | 0.22% | −657−7.8% | Reduced |
| Phoenix Holdings Ltd. | 7,752 | $394.0K | 0.00% | +7,752 | New |
| PFG Investments, LLC | 7,800 | $396.2K | 0.02% | +7,800 | New |
| Federation des caisses Desjardins du Quebec | 7,802 | $396.3K | 0.00% | +5,507+240.0% | Added |
| Anson Funds Management LP | 7,829 | $397.7K | 0.04% | +7,829 | New |
| Versor Investments LP | 7,987 | $405.7K | 0.07% | −7,493−48.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $406.0K | 0.10% | 00.0% | Unchanged |
| Jennison Associates LLC | 8,129 | $413.0K | 0.00% | −3,253−28.6% | Reduced |
| Prakash Investment Advisors LLC | 8,185 | $415.8K | 0.30% | −2,190−21.1% | Reduced |
| State of Wisconsin Investment Board | 8,196 | $416.4K | 0.00% | +53+0.7% | Added |
| New York Life Investment Management LLC | 8,487 | $431.1K | 0.00% | +8,487 | New |