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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 8,903 | $452.3K | 0.00% | +1,817+25.6% | Added |
| Prospera Financial Services Inc | 8,954 | $454.8K | 0.01% | −449−4.8% | Reduced |
| CIBC Bancorp USA Inc. | 8,979 | $456.1K | 0.00% | +8,979 | New |
| Diker Management LLC | 9,000 | $457.2K | 0.37% | 00.0% | Unchanged |
| Groupama Asset Managment | – | $461.1K | 0.01% | – | New |
| Ami Asset Management Corp | 9,096 | $462.1K | 0.03% | +9,096 | New |
| Portman Square Capital LLP | 9,100 | $462.3K | 0.06% | +4,887+116.0% | Added |
| Independent Financial Group, LLC | 9,108 | $462.7K | 0.01% | +5,540+155.3% | Added |
| Leonteq Securities AG | 9,358 | $475.4K | 0.03% | +6,469+223.9% | Added |
| CAPROCK Group, Inc. | 6,531 | $478.6K | 0.01% | +6,531 | New |
| Victory Capital Management Inc | 9,606 | $488.0K | 0.00% | −231−2.3% | Reduced |
| Altshuler Shaham Ltd | 9,650 | $490.2K | 0.01% | −3,350−25.8% | Reduced |
| US Bancorp | 9,672 | $491.3K | 0.00% | +60+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 9,744 | $495.0K | 0.01% | +152+1.6% | Added |
| EMC Capital Management | 9,850 | $500.0K | 0.24% | +1,250+14.5% | Added |
| Van Eck Associates Corp | 9,884 | $502.0K | 0.00% | +9,884 | New |
| Firsthand Capital Management, Inc. | 10,000 | $508.0K | 0.85% | +10,000 | New |
| Inceptionr LLC | 10,218 | $519.1K | 0.13% | +4,868+91.0% | Added |
| JustInvest LLC | 10,356 | $526.1K | 0.01% | +3,169+44.1% | Added |
| XTX Topco Ltd | 10,474 | $532.1K | 0.03% | +10,474 | New |
| Nisa Investment Advisors, LLC | 10,745 | $545.8K | 0.00% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 10,800 | $548.6K | 0.30% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,848 | $551.1K | 0.01% | +18+0.2% | Added |
| Vontobel Holding Ltd. | 10,990 | $558.3K | 0.00% | +5,728+108.9% | Added |
| Janney Montgomery Scott LLC | 11,027 | $560.0K | 0.00% | +1,697+18.2% | Added |
| Oppenheimer Asset Management Inc. | 11,112 | $564.5K | 0.01% | +411+3.8% | Added |
| Teacher Retirement System of Texas | 11,181 | $568.0K | 0.00% | −5,404−32.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 11,549 | $586.7K | 0.09% | +1,485+14.8% | Added |
| Capital Advantage, Inc. | 11,625 | $590.5K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 12,098 | $614.6K | 0.00% | −1,334−9.9% | Reduced |
| PEAK6 LLC | 12,151 | $617.3K | 0.02% | +12,151 | New |
| Pictet Asset Management Holding SA | 12,161 | $617.8K | 0.00% | +464+4.0% | Added |
| Jones Financial Companies LLLP | 10,965 | $628.8K | 0.00% | +2,168+24.6% | Added |
| Blueshift Asset Management, LLC | 12,644 | $642.3K | 0.20% | +371+3.0% | Added |
| Polymer Capital Management (US) LLC | 13,128 | $666.9K | 0.09% | −600−4.4% | Reduced |
| Advisors Asset Management, Inc. | 13,320 | $676.7K | 0.01% | −180−1.3% | Reduced |
| FMR LLC | 13,951 | $708.7K | 0.00% | +2,288+19.6% | Added |
| Wolverine Trading, LLC | 13,484 | $711.1K | 0.01% | −36,535−73.0% | Reduced |
| Banco Santander, S.A. | 14,000 | $711.2K | 0.01% | −1,463−9.5% | Reduced |
| Integrated Financial Solutions, Inc. | 14,085 | $715.5K | 0.49% | −550−3.8% | Reduced |
| CSS LLC | 14,298 | $726.3K | 0.04% | +14,298 | New |
| Fox Run Management, L.L.C. | 14,388 | $730.9K | 0.11% | −7,820−35.2% | Reduced |
| ProShare Advisors LLC | 14,402 | $731.6K | 0.00% | −2,870−16.6% | Reduced |
| Russell Investments Group, Ltd. | 14,878 | $755.8K | 0.00% | +6,841+85.1% | Added |
| Kercheville Advisors, LLC | 15,000 | $762.0K | 0.23% | 00.0% | Unchanged |
| Caption Management, LLC | 15,000 | $762.0K | 0.04% | +2,000+15.4% | Added |
| Voya Investment Management LLC | 15,249 | $774.6K | 0.00% | −7,679−33.5% | Reduced |
| Kestra Advisory Services, LLC | 15,343 | $779.4K | 0.00% | −5,605−26.8% | Reduced |
| CTC LLC | 15,495 | $787.1K | 0.03% | +380+2.5% | Added |
| Private Advisor Group, LLC | 15,732 | $799.2K | 0.00% | +1,344+9.3% | Added |
| WMG Financial Advisors, LLC | 15,862 | $805.8K | 0.27% | −2,650−14.3% | Reduced |
| Quest Partners LLC | 15,897 | $807.6K | 0.05% | +15,897 | New |
| Cetera Investment Advisers | 15,983 | $811.9K | 0.00% | −257−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 16,450 | $835.7K | 0.00% | −12,500−43.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,780 | $852.4K | 0.00% | +360+2.2% | Added |
| SBI Securities Co., Ltd. | 17,018 | $864.5K | 0.02% | −6,308−27.0% | Reduced |
| Old Mission Capital LLC | 17,255 | $876.6K | 0.03% | +17,255 | New |
| International Assets Investment Management, LLC | 12,929 | $881.0K | 0.07% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 17,700 | $899.2K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 18,000 | $914.4K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,393 | $934.4K | 0.00% | −358−1.9% | Reduced |
| SummitTX Capital, L.P. | 18,471 | $938.3K | 0.04% | +18,471 | New |
| Natixis Advisors, L.P. | 19,042 | $967.0K | 0.00% | −6,483−25.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 19,633 | $997.4K | 0.69% | +19,633 | New |
| Kera Capital Partners, Inc. | 19,926 | $1.01M | 0.15% | −484−2.4% | Reduced |
| Ardmore Road Asset Management LP | 20,000 | $1.02M | 0.07% | +20,000 | New |
| Legacy Capital Group California, Inc. | 20,588 | $1.05M | 0.27% | −215−1.0% | Reduced |
| Comerica Bank | 21,348 | $1.08M | 0.00% | −603−2.7% | Reduced |
| State Board of Administration of Florida Retirement System | 21,350 | $1.08M | 0.00% | −26−0.1% | Reduced |
| Campbell Newman Asset Management Inc | 21,943 | $1.11M | 0.08% | +21,943 | New |
| Jackson Creek Investment Advisors LLC | 21,951 | $1.11M | 0.32% | −100.0% | Reduced |
| Apollon Wealth Management, LLC | 22,781 | $1.16M | 0.02% | −278−1.2% | Reduced |
| Canada Pension Plan Investment Board | 23,000 | $1.17M | 0.00% | −196,100−89.5% | Reduced |
| Omers Administration Corp | 23,200 | $1.18M | 0.01% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 23,250 | $1.18M | 0.04% | −18,531−44.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,514 | $1.19M | 0.01% | +4,457+23.4% | Added |
| Handelsbanken Fonder AB | 23,800 | $1.21M | 0.00% | +3,600+17.8% | Added |
| Weiss Asset Management LP | 24,170 | $1.23M | 0.02% | +24,170 | New |
| Los Angeles Capital Management LLC | 24,244 | $1.23M | 0.00% | −12,874−34.7% | Reduced |
| Janus Henderson Group PLC | 24,587 | $1.25M | 0.00% | −11,840−32.5% | Reduced |
| Arizona State Retirement System | 25,335 | $1.29M | 0.01% | +370+1.5% | Added |
| Intellectus Partners, LLC | 25,450 | $1.29M | 0.25% | +17,988+241.1% | Added |
| Gemmer Asset Management LLC | 25,513 | $1.30M | 0.11% | −500−1.9% | Reduced |
| Royal Fund Management, LLC | 25,583 | $1.30M | 0.16% | −39,343−60.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,882 | $1.37M | 0.00% | +2,024+8.1% | Added |
| New York State Common Retirement Fund | 27,126 | $1.38M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 27,310 | $1.39M | 0.00% | −14,075−34.0% | Reduced |
| Creative Planning | 27,955 | $1.42M | 0.00% | +8,374+42.8% | Added |
| Simplicity Wealth,LLC | 27,967 | $1.42M | 0.08% | +27,967 | New |
| Algert Global LLC | 30,297 | $1.54M | 0.03% | −27,392−47.5% | Reduced |
| Falcon Wealth Planning | 31,361 | $1.59M | 0.14% | +31,361 | New |
| Mercer Global Advisors Inc | 31,962 | $1.62M | 0.00% | +7,907+32.9% | Added |
| Envestnet Asset Management Inc | 31,986 | $1.62M | 0.00% | −2,011−5.9% | Reduced |
| TCI Wealth Advisors, Inc. | 33,325 | $1.69M | 0.10% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 33,487 | $1.70M | 0.01% | −7,789−18.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 34,112 | $1.73M | 0.03% | 00.0% | Unchanged |
| SCS Capital Management LLC | 35,140 | $1.79M | 0.02% | −4,860−12.2% | Reduced |
| Nomura Holdings Inc | 35,774 | $1.82M | 0.01% | +35,774 | New |
| Cambridge Investment Research Advisors, Inc. | 36,145 | $1.84M | 0.01% | −6,147−14.5% | Reduced |
| Royal Bank of Canada | 38,093 | $1.94M | 0.00% | +21,091+124.1% | Added |