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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 38,410 | $1.95M | 0.04% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 38,870 | $1.97M | 0.15% | +403+1.0% | Added |
| Miracle Mile Advisors, LLC | 40,451 | $2.05M | 0.03% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,837 | $2.07M | 0.00% | −81,844−66.7% | Reduced |
| Zacks Investment Management | 41,191 | $2.09M | 0.02% | +2,838+7.4% | Added |
| Credit Agricole S A | 42,912 | $2.18M | 0.01% | +42,912 | New |
| Manchester Capital Management LLC | 43,123 | $2.19M | 0.30% | 00.0% | Unchanged |
| Group One Trading, L.P. | 43,222 | $2.20M | 0.07% | +18,263+73.2% | Added |
| BNP Paribas Arbitrage, SA | 44,607 | $2.27M | 0.00% | +753+1.7% | Added |
| Manufacturers Life Insurance Company, The | 45,176 | $2.29M | 0.00% | −2,060−4.4% | Reduced |
| AQR Capital Management LLC | 45,233 | $2.30M | 0.00% | −5,673−11.1% | Reduced |
| Intech Investment Management LLC | 46,786 | $2.38M | 0.02% | +2,882+6.6% | Added |
| Schonfeld Strategic Advisors LLC | 47,126 | $2.39M | 0.02% | −343−0.7% | Reduced |
| Ameriprise Financial Inc | 48,647 | $2.47M | 0.00% | −4,146−7.9% | Reduced |
| MetLife Investment Management | 49,448 | $2.51M | 0.01% | −843−1.7% | Reduced |
| SEI Investments Co | 51,714 | $2.63M | 0.00% | −26,935−34.2% | Reduced |
| MML Investors Services, LLC | 54,616 | $2.77M | 0.01% | +12,098+28.5% | Added |
| Trexquant Investment LP | 54,755 | $2.78M | 0.03% | +9,612+21.3% | Added |
| Advisor Group Holdings, Inc. | 41,434 | $2.79M | 0.00% | +13,165+46.6% | Added |
| Twin Tree Management, LP | 55,371 | $2.81M | 0.13% | −76,776−58.1% | Reduced |
| Brevan Howard Capital Management LP | 55,494 | $2.82M | 0.04% | −35,815−39.2% | Reduced |
| Dimensional Fund Advisors LP | 57,761 | $2.93M | 0.00% | +25,377+78.4% | Added |
| Walleye Capital LLC | 61,507 | $3.12M | 0.03% | +61,507 | New |
| Bridgewater Associates, LP | 61,972 | $3.15M | 0.01% | +61,972 | New |
| Neo Ivy Capital Management | 63,356 | $3.22M | 0.78% | +63,356 | New |
| Commonwealth Equity Services, LLC | 65,298 | $3.32M | 0.00% | +7,065+12.1% | Added |
| Deutsche Bank AG | 70,428 | $3.58M | 0.00% | +2,399+3.5% | Added |
| Federated Hermes, Inc. | 73,441 | $3.73M | 0.01% | −8,157−10.0% | Reduced |
| Engineers Gate Manager LP | 73,513 | $3.73M | 0.04% | +73,513 | New |
| California State Teachers Retirement System | 83,029 | $4.22M | 0.00% | +6,661+8.7% | Added |
| Bank of Montreal | 88,001 | $4.47M | 0.00% | +72,070+452.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 88,599 | $4.50M | 0.01% | +85,328+2,608.6% | Added |
| Edgestream Partners, L.P. | 89,836 | $4.56M | 0.13% | +33,377+59.1% | Added |
| Quantinno Capital Management LP | 90,509 | $4.60M | 0.01% | +498+0.6% | Added |
| Legal & General Group Plc | 90,694 | $4.61M | 0.00% | −2,437−2.6% | Reduced |
| AXA Investment Managers S.A. | 92,466 | $4.70M | 0.01% | +92,466 | New |
| Erste Asset Management GmbH | 83,400 | $4.78M | 0.05% | +83,400 | New |
| Hillsdale Investment Management Inc. | 98,410 | $5.00M | 0.15% | +8,970+10.0% | Added |
| Alliancebernstein L.P. | 99,300 | $5.04M | 0.00% | +620+0.6% | Added |
| Nordea Investment Management AB | 98,393 | $5.11M | 0.00% | +98,393 | New |
| HRT Financial LP | 100,797 | $5.12M | 0.02% | +12,198+13.8% | Added |
| Prudential Financial Inc | 101,695 | $5.17M | 0.01% | +12,020+13.4% | Added |
| D. E. Shaw & Co., Inc. | 109,190 | $5.55M | 0.00% | −543,636−83.3% | Reduced |
| Bank of Nova Scotia | 109,588 | $5.57M | 0.01% | +64,799+144.7% | Added |
| Walleye Trading LLC | 110,692 | $5.62M | 0.09% | +109,719+11,276.4% | Added |
| Landscape Capital Management, L.L.C. | 110,859 | $5.63M | 0.36% | −31,324−22.0% | Reduced |
| LPL Financial LLC | 111,556 | $5.67M | 0.00% | +36,579+48.8% | Added |
| Raymond James Financial Inc | 122,285 | $6.21M | 0.00% | −17,965−12.8% | Reduced |
| Aquatic Capital Management LLC | 126,482 | $6.43M | 0.12% | −148,402−54.0% | Reduced |
| Rhumbline Advisers | 127,179 | $6.46M | 0.01% | −3,285−2.5% | Reduced |
| Wellington Management Group LLP | 127,523 | $6.48M | 0.00% | +127,523 | New |
| Quantbot Technologies LP | 147,316 | $7.48M | 0.20% | +134,686+1,066.4% | Added |
| UBS Asset Management Americas Inc | 160,433 | $8.15M | 0.00% | −112,610−41.2% | Reduced |
| Verition Fund Management LLC | 161,303 | $8.19M | 0.05% | −43,389−21.2% | Reduced |
| Liontrust Investment Partners LLP | 162,680 | $8.26M | 0.12% | +71,068+77.6% | Added |
| Swiss National Bank | 166,000 | $8.43M | 0.00% | +2,600+1.6% | Added |
| Virtu Financial LLC | 170,211 | $8.65M | 0.48% | +170,211 | New |
| IMC-Chicago, LLC | 178,363 | $9.06M | 0.16% | +178,363 | New |
| Halter Ferguson Financial Inc. | 205,406 | $10.4M | 2.53% | +205,406 | New |
| Annex Advisory Services, LLC | 207,094 | $10.5M | 0.22% | +207,094 | New |
| SG Americas Securities, LLC | 207,422 | $10.5M | 0.04% | +123,656+147.6% | Added |
| HSBC Holdings PLC | 228,530 | $11.6M | 0.01% | +14,328+6.7% | Added |
| Catalytic Wealth RIA, LLC | 230,072 | $11.7M | 0.38% | +217,829+1,779.2% | Added |
| First Trust Advisors LP | 237,131 | $12.0M | 0.01% | −7,278−3.0% | Reduced |
| Bank of America Corp | 245,059 | $12.4M | 0.00% | −1,009,985−80.5% | Reduced |
| Bank of New York Mellon Corp | 272,784 | $13.9M | 0.00% | +15,462+6.0% | Added |
| Two Sigma Investments, LP | 277,144 | $14.1M | 0.02% | −1,008,008−78.4% | Reduced |
| Balyasny Asset Management LLC | 287,764 | $14.6M | 0.03% | +182,763+174.1% | Added |
| Citadel Advisors LLC | 296,158 | $15.0M | 0.01% | +277,182+1,460.7% | Added |
| Summit Partners Public Asset Management, LLC | 300,000 | $15.2M | 0.50% | −283,000−48.5% | Reduced |
| Two Sigma Advisers, LP | 302,900 | $15.4M | 0.03% | −397,100−56.7% | Reduced |
| Pathstone Holdings, LLC | 338,333 | $17.2M | 0.07% | −46,350−12.0% | Reduced |
| Rokos Capital Management LLP | 360,719 | $18.3M | 0.23% | −118,602−24.7% | Reduced |
| Optiver Holding B.V. | 367,534 | $18.7M | 0.30% | +358,268+3,866.5% | Added |
| Tudor Investment Corp Et Al | 370,901 | $18.8M | 0.12% | +370,901 | New |
| Nuveen, LLC | 435,915 | $22.1M | 0.01% | −76,767−15.0% | Reduced |
| Kadensa Capital Ltd | 455,150 | $23.1M | 2.38% | +161,119+54.8% | Added |
| Millennium Management LLC | 456,251 | $23.2M | 0.02% | +328,916+258.3% | Added |
| Jump Financial, LLC | 470,791 | $23.9M | 0.30% | +231,819+97.0% | Added |
| Man Group plc | 472,244 | $24.0M | 0.05% | −39,624−7.7% | Reduced |
| Marshall Wace, LLP | 490,581 | $24.9M | 0.03% | +379,429+341.4% | Added |
| Citigroup Inc | 550,138 | $27.9M | 0.02% | +199,315+56.8% | Added |
| JPMorgan Chase & Co | 551,723 | $28.0M | 0.00% | −97,712−15.0% | Reduced |
| Capital Fund Management S.A. | 562,108 | $28.6M | 0.29% | −331,986−37.1% | Reduced |
| Qube Research & Technologies Ltd | 567,873 | $28.8M | 0.04% | +197,869+53.5% | Added |
| Clear Street Group Inc. | 571,212 | $29.0M | 0.14% | +571,212 | New |
| Invesco Ltd. | 604,892 | $30.7M | 0.00% | −259,672−30.0% | Reduced |
| Barclays PLC | 719,410 | $36.5M | 0.01% | +135,539+23.2% | Added |
| Charles Schwab Investment Management Inc | 741,430 | $37.7M | 0.01% | +51,308+7.4% | Added |
| Northern Trust Corp | 785,312 | $39.9M | 0.01% | +593+0.1% | Added |
| UBS Group AG | 825,348 | $41.9M | 0.01% | +5,286+0.6% | Added |
| Wells Fargo & Company | 846,246 | $43.0M | 0.01% | +482,056+132.4% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $44.2M | 0.11% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 962,880 | $48.9M | 0.07% | −302,102−23.9% | Reduced |
| Voloridge Investment Management, LLC | 970,306 | $49.3M | 0.17% | +430,535+79.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 971,856 | $49.4M | 0.16% | +232,595+31.5% | Added |
| Jane Street Group, LLC | 974,697 | $49.5M | 0.06% | +813,463+504.5% | Added |
| Price T Rowe Associates Inc | 991,433 | $50.4M | 0.01% | +920,921+1,306.0% | Added |
| Toroso Investments, LLC | 1,000,638 | $50.8M | 0.22% | +371,353+59.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,046,143 | $53.1M | 0.18% | +34,029+3.4% | Added |