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, Q4 2025
Institutional positions in Upstart Holdings, Inc. as of Dec 31, 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
- 393
- −11 vs. Q3 2025
- Shares held
- 64.7M
- +412.5K (+0.6%) vs. Q3 2025
- Total value
- $2.83B
- −$438.8M (−13.4%) vs. Q3 2025
- New holders
- 78
- 118 more added
- Sold out
- 89
- 136 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,073,659 | $353.1M | 0.01% | −167,065−2.0% | Reduced |
| BlackRock, Inc. | 7,088,760 | $310.0M | 0.01% | +232,722+3.4% | Added |
| Jericho Capital Asset Management L.P. | 5,011,809 | $219.2M | 2.50% | +531,000+11.9% | Added |
| Morgan Stanley | 4,206,615 | $184.0M | 0.01% | +2,554,591+154.6% | Added |
| Bank of America Corp | 2,538,426 | $111.0M | 0.01% | +2,293,367+935.8% | Added |
| Geode Capital Management, LLC | 2,068,515 | $90.5M | 0.01% | +26,734+1.3% | Added |
| Clear Street Group Inc. | 2,061,714 | $90.2M | 0.47% | +1,490,502+260.9% | Added |
| State Street Corp | 2,001,053 | $87.5M | 0.00% | −50,299−2.5% | Reduced |
| Goldman Sachs Group Inc | 1,652,624 | $72.3M | 0.01% | +62,976+4.0% | Added |
| Susquehanna International Group, LLP | 1,287,089 | $56.3M | 0.08% | +324,209+33.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,208,201 | $52.8M | 0.08% | +29,524+2.5% | Added |
| Marex Group plc | 1,178,997 | $51.6M | 0.56% | −125,486−9.6% | Reduced |
| Norges Bank | 1,141,425 | $49.9M | 0.01% | +1,141,425 | New |
| Citadel Advisors LLC | 1,105,759 | $48.4M | 0.03% | +809,601+273.4% | Added |
| SG Americas Securities, LLC | 1,085,851 | $47.5M | 0.06% | +878,429+423.5% | Added |
| Fred Alger Management, LLC | 1,006,130 | $44.0M | 0.17% | −121,438−10.8% | Reduced |
| Azora Capital LP | 882,231 | $38.6M | 2.43% | +882,231 | New |
| Barclays PLC | 864,102 | $37.8M | 0.02% | +144,692+20.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 850,839 | $37.2M | 0.10% | −121,017−12.5% | Reduced |
| Baillie Gifford & Co | 758,929 | $33.2M | 0.03% | +758,929 | New |
| Charles Schwab Investment Management Inc | 745,836 | $32.6M | 0.01% | +4,406+0.6% | Added |
| Northern Trust Corp | 744,186 | $32.5M | 0.00% | −41,126−5.2% | Reduced |
| Capital Fund Management S.A. | 671,345 | $29.4M | 0.28% | +109,237+19.4% | Added |
| UBS Group AG | 642,137 | $28.1M | 0.01% | −183,211−22.2% | Reduced |
| Citigroup Inc | 563,645 | $24.6M | 0.02% | +13,507+2.5% | Added |
| Marshall Wace, LLP | 551,168 | $24.1M | 0.02% | +60,587+12.4% | Added |
| Kadensa Capital Ltd | 520,986 | $22.8M | 2.37% | +65,836+14.5% | Added |
| Wellington Management Group LLP | 489,219 | $21.4M | 0.00% | +361,696+283.6% | Added |
| Nishkama Capital, LLC | 487,060 | $21.3M | 2.88% | +487,060 | New |
| Annex Advisory Services, LLC | 421,373 | $18.4M | 0.35% | +214,279+103.5% | Added |
| Halter Ferguson Financial Inc. | 415,321 | $18.2M | 4.00% | +209,915+102.2% | Added |
| JPMorgan Chase & Co | 410,608 | $18.0M | 0.00% | −141,115−25.6% | Reduced |
| Point72 Asset Management, L.P. | 370,179 | $16.2M | 0.03% | +370,179 | New |
| Divisadero Street Capital Management, LP | 370,000 | $16.2M | 0.92% | +370,000 | New |
| Voloridge Investment Management, LLC | 347,881 | $15.2M | 0.05% | −622,425−64.1% | Reduced |
| Pathstone Holdings, LLC | 336,186 | $14.7M | 0.06% | −2,147−0.6% | Reduced |
| First Trust Advisors LP | 318,547 | $13.9M | 0.01% | +81,416+34.3% | Added |
| Hidden Lake Asset Management LP | 316,586 | $13.8M | 7.54% | +316,586 | New |
| Dimensional Fund Advisors LP | 278,590 | $12.2M | 0.00% | +220,829+382.3% | Added |
| D. E. Shaw & Co., Inc. | 273,487 | $12.0M | 0.01% | +164,297+150.5% | Added |
| Bank of New York Mellon Corp | 269,214 | $11.8M | 0.00% | −3,570−1.3% | Reduced |
| Catalytic Wealth RIA, LLC | 249,474 | $10.9M | 0.40% | +19,402+8.4% | Added |
| Carnegie Capital Asset Management, LLC | 238,163 | $10.4M | 0.19% | +238,163 | New |
| Schonfeld Strategic Advisors LLC | 220,051 | $9.62M | 0.05% | +172,925+366.9% | Added |
| Millennium Management LLC | 218,753 | $9.57M | 0.01% | −237,498−52.1% | Reduced |
| J. Goldman & Co LP | 211,152 | $9.23M | 0.36% | +211,152 | New |
| HSBC Holdings PLC | 210,145 | $9.21M | 0.01% | −18,385−8.0% | Reduced |
| Wells Fargo & Company | 210,164 | $9.19M | 0.00% | −636,082−75.2% | Reduced |
| Maxi Investments CY Ltd | 193,400 | $8.46M | 1.54% | +193,400 | New |
| Nuveen, LLC | 189,632 | $8.29M | 0.00% | −246,283−56.5% | Reduced |
| Jane Street Group, LLC | 188,484 | $8.24M | 0.01% | −786,213−80.7% | Reduced |
| Optiver Holding B.V. | 172,305 | $7.53M | 0.14% | −195,229−53.1% | Reduced |
| Swiss National Bank | 170,800 | $7.47M | 0.00% | +4,800+2.9% | Added |
| UBS Asset Management Americas Inc | 157,432 | $6.88M | 0.00% | −3,001−1.9% | Reduced |
| Walleye Capital LLC | 149,769 | $6.55M | 0.04% | +88,262+143.5% | Added |
| Bank of Nova Scotia | 141,558 | $6.19M | 0.01% | +31,970+29.2% | Added |
| Neo Ivy Capital Management | 140,275 | $6.13M | 0.97% | +76,919+121.4% | Added |
| Qube Research & Technologies Ltd | 128,199 | $5.61M | 0.01% | −439,674−77.4% | Reduced |
| Credit Agricole S A | 115,801 | $5.06M | 0.01% | +72,889+169.9% | Added |
| Interval Partners, LP | 112,292 | $4.91M | 0.11% | +112,292 | New |
| Landscape Capital Management, L.L.C. | 110,688 | $4.84M | 0.32% | −171−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 109,636 | $4.79M | 0.01% | +108,811+13,189.2% | Added |
| Rhumbline Advisers | 109,010 | $4.77M | 0.00% | −18,169−14.3% | Reduced |
| LPL Financial LLC | 106,681 | $4.67M | 0.00% | −4,875−4.4% | Reduced |
| PDT Partners, LLC | 100,041 | $4.37M | 0.28% | +100,041 | New |
| Walleye Trading LLC | 98,970 | $4.33M | 0.07% | −11,722−10.6% | Reduced |
| Alliancebernstein L.P. | 98,810 | $4.32M | 0.00% | −490−0.5% | Reduced |
| Raymond James Financial Inc | 93,562 | $4.09M | 0.00% | −28,723−23.5% | Reduced |
| Invesco Ltd. | 90,987 | $3.98M | 0.00% | −513,905−85.0% | Reduced |
| Bank of Montreal | 90,652 | $3.96M | 0.00% | +2,651+3.0% | Added |
| Nordea Investment Management AB | 87,943 | $3.87M | 0.00% | −10,450−10.6% | Reduced |
| PEAK6 LLC | 87,617 | $3.83M | 0.10% | +75,466+621.1% | Added |
| SummitTX Capital, L.P. | 85,223 | $3.73M | 0.11% | +66,752+361.4% | Added |
| Legal & General Group Plc | 84,245 | $3.68M | 0.00% | −6,449−7.1% | Reduced |
| Dark Forest Capital Management LP | 84,080 | $3.68M | 0.17% | +84,080 | New |
| California State Teachers Retirement System | 83,018 | $3.63M | 0.00% | −110.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 81,587 | $3.57M | 0.01% | −7,012−7.9% | Reduced |
| Price T Rowe Associates Inc | 80,379 | $3.52M | 0.00% | −911,054−91.9% | Reduced |
| Quantinno Capital Management LP | 79,368 | $3.47M | 0.01% | −11,141−12.3% | Reduced |
| Aquatic Capital Management LLC | 77,587 | $3.39M | 0.10% | −48,895−38.7% | Reduced |
| MML Investors Services, LLC | 75,690 | $3.31M | 0.01% | +21,074+38.6% | Added |
| Polar Asset Management Partners Inc. | 74,700 | $3.27M | 0.06% | +74,700 | New |
| Deutsche Bank AG | 74,003 | $3.24M | 0.00% | +3,575+5.1% | Added |
| Liontrust Investment Partners LLP | 71,524 | $3.13M | 0.05% | −91,156−56.0% | Reduced |
| Private Advisor Group, LLC | 71,323 | $3.12M | 0.01% | +55,591+353.4% | Added |
| Quantbot Technologies LP | 70,310 | $3.07M | 0.10% | −77,006−52.3% | Reduced |
| Man Group plc | 70,235 | $3.07M | 0.01% | −402,009−85.1% | Reduced |
| Verition Fund Management LLC | 69,020 | $3.02M | 0.02% | −92,283−57.2% | Reduced |
| Jump Financial, LLC | 66,393 | $2.90M | 0.04% | −404,398−85.9% | Reduced |
| AQR Capital Management LLC | 60,309 | $2.64M | 0.00% | +15,076+33.3% | Added |
| BNP Paribas Arbitrage, SA | 60,062 | $2.63M | 0.00% | +15,455+34.6% | Added |
| State of New Jersey Common Pension Fund D | 56,894 | $2.49M | 0.01% | +23,407+69.9% | Added |
| Atom Investors LP | 52,694 | $2.30M | 0.18% | +52,694 | New |
| Commonwealth Equity Services, LLC | 52,379 | $2.29M | 0.00% | −12,919−19.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,382 | $2.25M | 0.00% | +9,545+23.4% | Added |
| Castle Hook Partners LP | 48,545 | $2.12M | 0.03% | +48,545 | New |
| Simplex Trading, LLC | 48,172 | $2.11M | 0.06% | +48,172 | New |
| MetLife Investment Management | 46,891 | $2.05M | 0.01% | −2,557−5.2% | Reduced |
| IMC-Chicago, LLC | 46,714 | $2.04M | 0.04% | −131,649−73.8% | Reduced |
| Creative Planning | 45,390 | $1.98M | 0.00% | +17,435+62.4% | Added |