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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 9,650 | $490.2K | 0.01% | −3,350−25.8% | Reduced |
| Victory Capital Management Inc | 9,606 | $488.0K | 0.00% | −231−2.3% | Reduced |
| CAPROCK Group, Inc. | 6,531 | $478.6K | 0.01% | +6,531 | New |
| Leonteq Securities AG | 9,358 | $475.4K | 0.03% | +6,469+223.9% | Added |
| Independent Financial Group, LLC | 9,108 | $462.7K | 0.01% | +5,540+155.3% | Added |
| Portman Square Capital LLP | 9,100 | $462.3K | 0.06% | +4,887+116.0% | Added |
| Ami Asset Management Corp | 9,096 | $462.1K | 0.03% | +9,096 | New |
| Groupama Asset Managment | – | $461.1K | 0.01% | – | New |
| Diker Management LLC | 9,000 | $457.2K | 0.37% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 8,979 | $456.1K | 0.00% | +8,979 | New |
| Prospera Financial Services Inc | 8,954 | $454.8K | 0.01% | −449−4.8% | Reduced |
| American Century Companies Inc | 8,903 | $452.3K | 0.00% | +1,817+25.6% | Added |
| New York Life Investment Management LLC | 8,487 | $431.1K | 0.00% | +8,487 | New |
| State of Wisconsin Investment Board | 8,196 | $416.4K | 0.00% | +53+0.7% | Added |
| Prakash Investment Advisors LLC | 8,185 | $415.8K | 0.30% | −2,190−21.1% | Reduced |
| Jennison Associates LLC | 8,129 | $413.0K | 0.00% | −3,253−28.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $406.0K | 0.10% | 00.0% | Unchanged |
| Versor Investments LP | 7,987 | $405.7K | 0.07% | −7,493−48.4% | Reduced |
| Anson Funds Management LP | 7,829 | $397.7K | 0.04% | +7,829 | New |
| Federation des caisses Desjardins du Quebec | 7,802 | $396.3K | 0.00% | +5,507+240.0% | Added |
| PFG Investments, LLC | 7,800 | $396.2K | 0.02% | +7,800 | New |
| Phoenix Holdings Ltd. | 7,752 | $394.0K | 0.00% | +7,752 | New |
| Icapital Wealth LLC | 7,727 | $392.5K | 0.22% | −657−7.8% | Reduced |
| Graham Capital Management, L.P. | 7,677 | $390.0K | 0.01% | +7,677 | New |
| STRS Ohio | 7,600 | $386.1K | 0.00% | −800−9.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,448 | $385.9K | 0.00% | +218+3.0% | Added |
| Virginia Retirement Systems Et Al | 7,500 | $381.0K | 0.00% | −15,000−66.7% | Reduced |
| Ameritas Investment Partners, Inc. | 7,037 | $357.5K | 0.01% | −1,563−18.2% | Reduced |
| Jefferies Financial Group Inc. | 7,000 | $355.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,948 | $353.0K | 0.05% | +6,948 | New |
| Bridgefront Capital, LLC | 6,867 | $348.8K | 0.10% | −3,054−30.8% | Reduced |
| Sig Brokerage, LP | 6,848 | $347.9K | 0.09% | −2,846−29.4% | Reduced |
| Oxford Asset Management LLP | 6,755 | $343.2K | 0.11% | +6,755 | New |
| Xponance, Inc. | 6,750 | $342.9K | 0.00% | −5−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 6,732 | $342.0K | 0.00% | −1,301−16.2% | Reduced |
| Symmetry Partners, LLC | 6,519 | $331.2K | 0.04% | +433+7.1% | Added |
| Principal Financial Group Inc | 6,448 | $327.6K | 0.00% | +458+7.6% | Added |
| Inspire Advisors, LLC | 6,372 | $323.7K | 0.03% | −1,311−17.1% | Reduced |
| Entropy Technologies, LP | 6,370 | $323.6K | 0.02% | +6,370 | New |
| Neuberger Berman Group LLC | 6,266 | $318.3K | 0.00% | −1,841−22.7% | Reduced |
| TCG Advisory Services, LLC | 6,252 | $317.6K | 0.01% | +6,252 | New |
| Integrated Wealth Concepts LLC | 6,227 | $316.3K | 0.00% | −1,550−19.9% | Reduced |
| Synergy Financial Group, LTD | 6,186 | $314.2K | 0.21% | −95−1.5% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $305.2K | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,958 | $302.7K | 0.00% | +28+0.5% | Added |
| Rakuten Securities, Inc. | 5,891 | $299.3K | 0.11% | +4,660+378.6% | Added |
| O'Shaughnessy Asset Management, LLC | 5,865 | $297.9K | 0.00% | +745+14.6% | Added |
| Counterpoint Mutual Funds LLC | 5,737 | $291.4K | 0.02% | +5,737 | New |
| Wealthfront Advisers LLC | 5,703 | $289.7K | 0.00% | +1,882+49.3% | Added |
| Summit Trail Advisors, LLC | 5,688 | $288.9K | 0.00% | −237−4.0% | Reduced |
| Virtus ETF Advisers LLC | 5,670 | $288.0K | 0.16% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,524 | $281.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,475 | $278.1K | 0.00% | +76+1.4% | Added |
| Tradition Wealth Management, LLC | 5,470 | $277.9K | 0.02% | +222+4.2% | Added |
| Sepio Capital, LP | 5,405 | $274.6K | 0.02% | −250,697−97.9% | Reduced |
| Lazard Asset Management LLC | 5,382 | $273.4K | 0.00% | +5,329+10,054.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,323 | $270.4K | 0.01% | +5,323 | New |
| AdvisorNet Financial, Inc | 5,150 | $261.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,042 | $256.1K | 0.01% | +4,688+1,324.3% | Added |
| Sanctuary Advisors, LLC | 5,014 | $254.7K | 0.00% | +1,107+28.3% | Added |
| Gotham Asset Management, LLC | 4,821 | $244.9K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,638 | $235.6K | 0.00% | −8−0.2% | Reduced |
| Perennial Investment Advisors, LLC | 4,590 | $233.2K | 0.02% | +50+1.1% | Added |
| NorthRock Partners, LLC | 4,530 | $230.1K | 0.00% | +4,530 | New |
| Seros Financial, LLC | 4,512 | $229.2K | 0.14% | −77−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,451 | $226.1K | 0.00% | +151+3.5% | Added |
| Merit Financial Group, LLC | 4,446 | $225.9K | 0.00% | +87+2.0% | Added |
| Stratos Wealth Partners, LTD. | 4,435 | $225.3K | 0.00% | −333−7.0% | Reduced |
| Summit Financial Strategies, Inc. | 4,210 | $213.9K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 4,131 | $209.9K | 0.00% | −4,629−52.8% | Reduced |
| Massar Capital Management, LP | 4,100 | $208.3K | 0.07% | +4,100 | New |
| Joel Isaacson & Co., LLC | 4,000 | $203.2K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,946 | $200.5K | 0.00% | +3,946 | New |
| Tower Research Capital LLC (TRC) | 3,612 | $183.5K | 0.01% | −8,782−70.9% | Reduced |
| Westside Investment Management, Inc. | 2,950 | $152.0K | 0.02% | −100−3.3% | Reduced |
| Amalgamated Bank | 2,759 | $140.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,750 | $139.7K | 0.05% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,638 | $134.0K | 0.00% | −46,669−94.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,536 | $128.8K | 0.00% | +252+11.0% | Added |
| KBC Group NV | 2,413 | $123.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,396 | $122.0K | 0.00% | +1,003+72.0% | Added |
| Farther Finance Advisors, LLC | 2,044 | $103.8K | 0.00% | +1,290+171.1% | Added |
| Wolverine Asset Management LLC | 1,866 | $94.8K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,861 | $94.5K | 0.00% | −82−4.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,739 | $88.3K | 0.04% | +1,739 | New |
| Allworth Financial LP | 1,632 | $82.9K | 0.00% | +7+0.4% | Added |
| GAMMA Investing LLC | 1,604 | $81.5K | 0.00% | −25−1.5% | Reduced |
| Wexford Capital LP | 1,521 | $77.3K | 0.02% | +1,521 | New |
| Steward Partners Investment Advisory, LLC | 1,464 | $74.4K | 0.00% | +600+69.4% | Added |
| Anfield Capital Management, LLC | 1,416 | $71.9K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,047 | $53.2K | 0.00% | +1,047 | New |
| 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 |
| Daiwa Securities Group Inc. | 975 | $50.0K | 0.00% | −93−8.7% | Reduced |
| Cornerstone Planning Group LLC | 1,051 | $49.2K | 0.01% | +1,040+9,454.5% | Added |
| Versant Capital Management, Inc | 925 | $47.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 913 | $46.4K | 0.01% | −35−3.7% | Reduced |
| Parallel Advisors, LLC | 838 | $42.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 825 | $42.0K | 0.00% | +9+1.1% | Added |
| Signaturefd, LLC | 795 | $40.4K | 0.00% | −99−11.1% | Reduced |