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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 46,786 | $2.38M | 0.02% | +2,882+6.6% | Added |
| AQR Capital Management LLC | 45,233 | $2.30M | 0.00% | −5,673−11.1% | Reduced |
| Manufacturers Life Insurance Company, The | 45,176 | $2.29M | 0.00% | −2,060−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 44,607 | $2.27M | 0.00% | +753+1.7% | Added |
| Group One Trading, L.P. | 43,222 | $2.20M | 0.07% | +18,263+73.2% | Added |
| Manchester Capital Management LLC | 43,123 | $2.19M | 0.30% | 00.0% | Unchanged |
| Credit Agricole S A | 42,912 | $2.18M | 0.01% | +42,912 | New |
| Zacks Investment Management | 41,191 | $2.09M | 0.02% | +2,838+7.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,837 | $2.07M | 0.00% | −81,844−66.7% | Reduced |
| Miracle Mile Advisors, LLC | 40,451 | $2.05M | 0.03% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 38,870 | $1.97M | 0.15% | +403+1.0% | Added |
| Bailard, Inc. | 38,410 | $1.95M | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,093 | $1.94M | 0.00% | +21,091+124.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,145 | $1.84M | 0.01% | −6,147−14.5% | Reduced |
| Nomura Holdings Inc | 35,774 | $1.82M | 0.01% | +35,774 | New |
| SCS Capital Management LLC | 35,140 | $1.79M | 0.02% | −4,860−12.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 34,112 | $1.73M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 33,487 | $1.70M | 0.01% | −7,789−18.9% | Reduced |
| TCI Wealth Advisors, Inc. | 33,325 | $1.69M | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 31,986 | $1.62M | 0.00% | −2,011−5.9% | Reduced |
| Mercer Global Advisors Inc | 31,962 | $1.62M | 0.00% | +7,907+32.9% | Added |
| Falcon Wealth Planning | 31,361 | $1.59M | 0.14% | +31,361 | New |
| Algert Global LLC | 30,297 | $1.54M | 0.03% | −27,392−47.5% | Reduced |
| Simplicity Wealth,LLC | 27,967 | $1.42M | 0.08% | +27,967 | New |
| Creative Planning | 27,955 | $1.42M | 0.00% | +8,374+42.8% | Added |
| Mariner, LLC | 27,310 | $1.39M | 0.00% | −14,075−34.0% | Reduced |
| New York State Common Retirement Fund | 27,126 | $1.38M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,882 | $1.37M | 0.00% | +2,024+8.1% | Added |
| Royal Fund Management, LLC | 25,583 | $1.30M | 0.16% | −39,343−60.6% | Reduced |
| Gemmer Asset Management LLC | 25,513 | $1.30M | 0.11% | −500−1.9% | Reduced |
| Intellectus Partners, LLC | 25,450 | $1.29M | 0.25% | +17,988+241.1% | Added |
| Arizona State Retirement System | 25,335 | $1.29M | 0.01% | +370+1.5% | Added |
| Janus Henderson Group PLC | 24,587 | $1.25M | 0.00% | −11,840−32.5% | Reduced |
| Los Angeles Capital Management LLC | 24,244 | $1.23M | 0.00% | −12,874−34.7% | Reduced |
| Weiss Asset Management LP | 24,170 | $1.23M | 0.02% | +24,170 | New |
| Handelsbanken Fonder AB | 23,800 | $1.21M | 0.00% | +3,600+17.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,514 | $1.19M | 0.01% | +4,457+23.4% | Added |
| Main Management ETF Advisors, LLC | 23,250 | $1.18M | 0.04% | −18,531−44.4% | Reduced |
| Omers Administration Corp | 23,200 | $1.18M | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 23,000 | $1.17M | 0.00% | −196,100−89.5% | Reduced |
| Apollon Wealth Management, LLC | 22,781 | $1.16M | 0.02% | −278−1.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 21,951 | $1.11M | 0.32% | −100.0% | Reduced |
| Campbell Newman Asset Management Inc | 21,943 | $1.11M | 0.08% | +21,943 | New |
| State Board of Administration of Florida Retirement System | 21,350 | $1.08M | 0.00% | −26−0.1% | Reduced |
| Comerica Bank | 21,348 | $1.08M | 0.00% | −603−2.7% | Reduced |
| Legacy Capital Group California, Inc. | 20,588 | $1.05M | 0.27% | −215−1.0% | Reduced |
| Ardmore Road Asset Management LP | 20,000 | $1.02M | 0.07% | +20,000 | New |
| Kera Capital Partners, Inc. | 19,926 | $1.01M | 0.15% | −484−2.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 19,633 | $997.4K | 0.69% | +19,633 | New |
| Natixis Advisors, L.P. | 19,042 | $967.0K | 0.00% | −6,483−25.4% | Reduced |
| SummitTX Capital, L.P. | 18,471 | $938.3K | 0.04% | +18,471 | New |
| Rockefeller Capital Management L.P. | 18,393 | $934.4K | 0.00% | −358−1.9% | Reduced |
| Shelton Capital Management | 18,000 | $914.4K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 17,700 | $899.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,929 | $881.0K | 0.07% | 00.0% | Unchanged |
| Old Mission Capital LLC | 17,255 | $876.6K | 0.03% | +17,255 | New |
| SBI Securities Co., Ltd. | 17,018 | $864.5K | 0.02% | −6,308−27.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,780 | $852.4K | 0.00% | +360+2.2% | Added |
| Ensign Peak Advisors, Inc | 16,450 | $835.7K | 0.00% | −12,500−43.2% | Reduced |
| Cetera Investment Advisers | 15,983 | $811.9K | 0.00% | −257−1.6% | Reduced |
| Quest Partners LLC | 15,897 | $807.6K | 0.05% | +15,897 | New |
| WMG Financial Advisors, LLC | 15,862 | $805.8K | 0.27% | −2,650−14.3% | Reduced |
| Private Advisor Group, LLC | 15,732 | $799.2K | 0.00% | +1,344+9.3% | Added |
| CTC LLC | 15,495 | $787.1K | 0.03% | +380+2.5% | Added |
| Kestra Advisory Services, LLC | 15,343 | $779.4K | 0.00% | −5,605−26.8% | Reduced |
| Voya Investment Management LLC | 15,249 | $774.6K | 0.00% | −7,679−33.5% | Reduced |
| 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 |
| Russell Investments Group, Ltd. | 14,878 | $755.8K | 0.00% | +6,841+85.1% | Added |
| ProShare Advisors LLC | 14,402 | $731.6K | 0.00% | −2,870−16.6% | Reduced |
| Fox Run Management, L.L.C. | 14,388 | $730.9K | 0.11% | −7,820−35.2% | Reduced |
| CSS LLC | 14,298 | $726.3K | 0.04% | +14,298 | New |
| Integrated Financial Solutions, Inc. | 14,085 | $715.5K | 0.49% | −550−3.8% | Reduced |
| Banco Santander, S.A. | 14,000 | $711.2K | 0.01% | −1,463−9.5% | Reduced |
| Wolverine Trading, LLC | 13,484 | $711.1K | 0.01% | −36,535−73.0% | Reduced |
| FMR LLC | 13,951 | $708.7K | 0.00% | +2,288+19.6% | Added |
| Advisors Asset Management, Inc. | 13,320 | $676.7K | 0.01% | −180−1.3% | Reduced |
| Polymer Capital Management (US) LLC | 13,128 | $666.9K | 0.09% | −600−4.4% | Reduced |
| Blueshift Asset Management, LLC | 12,644 | $642.3K | 0.20% | +371+3.0% | Added |
| Jones Financial Companies LLLP | 10,965 | $628.8K | 0.00% | +2,168+24.6% | Added |
| Pictet Asset Management Holding SA | 12,161 | $617.8K | 0.00% | +464+4.0% | Added |
| PEAK6 LLC | 12,151 | $617.3K | 0.02% | +12,151 | New |
| Truist Financial Corp | 12,098 | $614.6K | 0.00% | −1,334−9.9% | Reduced |
| Capital Advantage, Inc. | 11,625 | $590.5K | 0.09% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11,549 | $586.7K | 0.09% | +1,485+14.8% | Added |
| Teacher Retirement System of Texas | 11,181 | $568.0K | 0.00% | −5,404−32.6% | Reduced |
| Oppenheimer Asset Management Inc. | 11,112 | $564.5K | 0.01% | +411+3.8% | Added |
| Janney Montgomery Scott LLC | 11,027 | $560.0K | 0.00% | +1,697+18.2% | Added |
| Vontobel Holding Ltd. | 10,990 | $558.3K | 0.00% | +5,728+108.9% | Added |
| Harbour Investments, Inc. | 10,848 | $551.1K | 0.01% | +18+0.2% | Added |
| Fairbanks Capital Management, Inc. | 10,800 | $548.6K | 0.30% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,745 | $545.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,474 | $532.1K | 0.03% | +10,474 | New |
| JustInvest LLC | 10,356 | $526.1K | 0.01% | +3,169+44.1% | Added |
| Inceptionr LLC | 10,218 | $519.1K | 0.13% | +4,868+91.0% | Added |
| Firsthand Capital Management, Inc. | 10,000 | $508.0K | 0.85% | +10,000 | New |
| Van Eck Associates Corp | 9,884 | $502.0K | 0.00% | +9,884 | New |
| EMC Capital Management | 9,850 | $500.0K | 0.24% | +1,250+14.5% | Added |
| Prime Capital Investment Advisors, LLC | 9,744 | $495.0K | 0.01% | +152+1.6% | Added |
| US Bancorp | 9,672 | $491.3K | 0.00% | +60+0.6% | Added |