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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 771 | $39.2K | 0.00% | +439+132.2% | Added |
| Groupe la Francaise | 850 | $38.2K | 0.00% | +850 | New |
| GWM Advisors LLC | 697 | $35.4K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 673 | $34.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 600 | $30.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 590 | $30.0K | 0.00% | +208+54.5% | Added |
| National Bank of Canada | 568 | $28.8K | 0.00% | +125+28.2% | Added |
| Quarry LP | 501 | $25.5K | 0.01% | +442+749.2% | Added |
| Clearstead Advisors, LLC | 500 | $25.4K | 0.00% | +500 | New |
| Geneos Wealth Management Inc. | 492 | $25.0K | 0.00% | +140+39.8% | Added |
| Root Financial Partners, LLC | 425 | $21.6K | 0.00% | +425 | New |
| MAI Capital Management | 414 | $21.0K | 0.00% | +196+89.9% | Added |
| Optimum Investment Advisors | 410 | $20.8K | 0.01% | −100−19.6% | Reduced |
| Ancora Advisors, LLC | 375 | $19.1K | 0.00% | −500−57.1% | Reduced |
| Y.D. More Investments Ltd | 370 | $18.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 350 | $17.8K | 0.00% | +207+144.8% | Added |
| Cullen/Frost Bankers, Inc. | 346 | $17.6K | 0.00% | −30−8.0% | Reduced |
| Quent Capital, LLC | 334 | $17.0K | 0.00% | +334 | New |
| Rise Advisors, LLC | 303 | $15.4K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $15.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $15.0K | 0.00% | +300 | New |
| MTM Investment Management, LLC | 279 | $14.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 250 | $12.7K | 0.00% | +250 | New |
| Shell Asset Management Co | 228 | $12.0K | 0.00% | −486−68.1% | Reduced |
| Toth Financial Advisory Corp | 210 | $10.7K | 0.00% | −3,150−93.8% | Reduced |
| Sterling Capital Management LLC | 204 | $10.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $10.2K | 0.00% | −146−42.2% | Reduced |
| Bryn Mawr Trust Co | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $10.2K | 0.01% | −12,736−98.5% | Reduced |
| Covestor Ltd | 201 | $10.0K | 0.01% | −1−0.5% | Reduced |
| Smartleaf Asset Management LLC | 180 | $9.49K | 0.00% | +153+566.7% | Added |
| N.E.W. Advisory Services LLC | 184 | $9.35K | 0.00% | −16−8.0% | Reduced |
| Dogwood Wealth Management LLC | 165 | $8.38K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 162 | $8.23K | 0.00% | +15+10.2% | Added |
| Bessemer Group Inc | 165 | $8.00K | 0.00% | +100+153.8% | Added |
| Quadrant Capital Group LLC | 154 | $7.82K | 0.00% | +154 | New |
| Ameritas Advisory Services, LLC | 150 | $7.62K | 0.00% | −382−71.8% | Reduced |
| Adirondack Trust Co | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 144 | $7.32K | 0.00% | −22−13.3% | Reduced |
| Ci Investments Inc. | 139 | $7.00K | 0.00% | +139 | New |
| Hopwood Financial Services, Inc. | 130 | $6.60K | 0.00% | −33−20.2% | Reduced |
| Fortitude Family Office, LLC | 130 | $6.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 125 | $6.35K | 0.00% | −45−26.5% | Reduced |
| Kerr Financial Planning Corp | 150 | $5.61K | 0.01% | +150 | New |
| Clear Street Markets LLC | 101 | $5.13K | 0.00% | +101 | New |
| Heritage Wealth Advisors | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 91 | $4.62K | 0.00% | +27+42.2% | Added |
| Toronto Dominion Bank | 88 | $4.47K | 0.00% | −13,281−99.3% | Reduced |
| Transce3nd, LLC | 59 | $4.21K | 0.04% | −93−61.2% | Reduced |
| True Wealth Design, LLC | 82 | $4.17K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 70 | $3.56K | 0.00% | +70 | New |
| Principal Securities, Inc. | 68 | $3.45K | 0.00% | +6+9.7% | Added |
| TD Waterhouse Canada Inc. | 61 | $3.19K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 62 | $3.15K | 0.00% | +2+3.3% | Added |
| Avion Wealth | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 52 | $2.64K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 50 | $2.54K | 0.00% | +50 | New |
| Pacifica Partners Inc. | 44 | $2.29K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $2.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.13K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $2.03K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $2.03K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 39 | $1.99K | 0.07% | +28+254.5% | Added |
| Private Wealth Management Group, LLC | 39 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 39 | $1.98K | 0.00% | +39 | New |
| Gould Capital, LLC | 38 | $1.93K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 31 | $1.57K | 0.00% | −128−80.5% | Reduced |
| Essential Partners LLC | 26 | $1.32K | 0.00% | +3+13.0% | Added |
| West Oak Capital, LLC | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $1.27K | 0.00% | −82−76.6% | Reduced |
| Strategic Advocates LLC | 25 | $1.27K | 0.00% | +25 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1.27K | 0.00% | +25 | New |
| Bare Financial Services, Inc | 24 | $1.22K | 0.00% | +15+166.7% | Added |
| Missouri Trust & Investment Co | 22 | $1.12K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $914 | 0.00% | +18 | New |
| Wealthspire Advisors, LLC | 16 | $813 | 0.00% | +16 | New |
| Plante Moran Financial Advisors, LLC | 15 | $762 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $762 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $762 | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 13 | $661 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $660 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 12 | $610 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $508 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $508 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $508 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $508 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $508 | 0.00% | +10 | New |
| Financial Consulate, Inc | 10 | $508 | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 10 | $508 | 0.00% | +10 | New |