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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 1,127,568 | $57.3M | 0.22% | −92,132−7.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,178,677 | $59.9M | 0.10% | −17,025−1.4% | Reduced |
| Marex Group plc | 1,304,483 | $66.3M | 0.82% | +1,121,743+613.8% | Added |
| Squarepoint Ops LLC | 1,356,294 | $68.9M | 0.15% | +345,127+34.1% | Added |
| Goldman Sachs Group Inc | 1,589,648 | $80.8M | 0.01% | +274,017+20.8% | Added |
| Morgan Stanley | 1,652,024 | $83.9M | 0.01% | −20,679−1.2% | Reduced |
| Geode Capital Management, LLC | 2,041,781 | $103.7M | 0.01% | +32,665+1.6% | Added |
| State Street Corp | 2,051,352 | $104.2M | 0.00% | −24,667−1.2% | Reduced |
| Slate Path Capital LP | 2,731,974 | $138.8M | 2.15% | +2,731,974 | New |
| Jericho Capital Asset Management L.P. | 4,480,809 | $227.6M | 2.37% | +826,974+22.6% | Added |
| BlackRock, Inc. | 6,856,038 | $348.3M | 0.01% | +87,459+1.3% | Added |
| Vanguard Group Inc | 8,240,724 | $418.6M | 0.01% | −18,384−0.2% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −1,387,200−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,271,891−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −673,712−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −194,854−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −187,345−100.0% | Sold out |
| Q Fund Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −173,700−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −170,728−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −128,377−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −122,400−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −70,160−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −67,500−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −60,689−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −50,722−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −45,904−100.0% | Sold out |
| Guided Capital Wealth Management, LLC | 0 | $0 | 0.00% | −36,437−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −33,200−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −26,637−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −22,892−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −21,490−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −15,625−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −15,318−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,791−100.0% | Sold out |
| Vienna Asset Management LLC | 0 | $0 | 0.00% | −12,855−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −12,834−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −12,044−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −10,660−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −8,154−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,984−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,123−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −5,683−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −5,314−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −4,928−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −4,817−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −4,777−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,332−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,239−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −4,235−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −3,964−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,783−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3,555−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| GDS Wealth Management | 0 | $0 | 0.00% | −3,453−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,391−100.0% | Sold out |
| Savvy Advisors, Inc. | 0 | $0 | 0.00% | −3,358−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −3,354−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,219−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Keudell/Morrison Wealth Management | – | – | – | – | Not filed |
| PrairieView Partners, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |