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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.

Q4 2025 vs. Q3 2025

How the institutions holding Upstart Holdings, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of UPST: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders4128393−11
Shares64.4M115.6K64.7M+412.5K (+0.6%)
Value$3.27B$5.90M$2.83B−$438.8M (−13.4%)

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (78)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to UPST in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank1,141,425$49.9M0.01%
Azora Capital LP882,231$38.6M2.43%
Baillie Gifford & Co758,929$33.2M0.03%
Nishkama Capital, LLC487,060$21.3M2.88%
Point72 Asset Management, L.P.370,179$16.2M0.03%
Divisadero Street Capital Management, LP370,000$16.2M0.92%
Hidden Lake Asset Management LP316,586$13.8M7.54%
Carnegie Capital Asset Management, LLC238,163$10.4M0.19%
J. Goldman & Co LP211,152$9.23M0.36%
Maxi Investments CY Ltd193,400$8.46M1.54%
Interval Partners, LP112,292$4.91M0.11%
PDT Partners, LLC100,041$4.37M0.28%
Dark Forest Capital Management LP84,080$3.68M0.17%
Polar Asset Management Partners Inc.74,700$3.27M0.06%
Atom Investors LP52,694$2.30M0.18%
Castle Hook Partners LP48,545$2.12M0.03%
Simplex Trading, LLC48,172$2.11M0.06%
Sciencast Management LP39,950$1.75M0.24%
ExodusPoint Capital Management, LP25,756$1.13M0.01%
Lighthouse Investment Partners, LLC21,003$918.5K0.03%
Alpine Woods Capital Investors, LLC17,189$751.7K0.18%
Odyssean, LLC16,011$700.2K0.50%
Centiva Capital, LP15,187$664.1K0.04%
Rare Wolf Capital LLC14,075$615.5K0.38%
Mirabella Financial Services LLP12,318$538.7K0.05%
Pensionmark Financial Group, LLC9,926$434.1K0.01%
Boothbay Fund Management, LLC9,390$410.6K0.01%
Holocene Advisors, LP9,042$395.4K0.00%
Foundations Investment Advisors, LLC8,889$388.7K0.01%
Beacon Pointe Advisors, LLC8,701$380.5K0.00%
Dynamic Technology Lab Private Ltd8,622$377.0K0.09%
NLB Skladi, upravljanje premozenja, d.o.o.8,232$360.0K0.02%
Aigen Investment Management, LP7,485$327.3K0.08%
Perbak Capital Partners LLP7,217$315.6K0.10%
SLT Holdings LLC7,000$306.1K0.20%
Gsa Capital Partners LLP6,840$299.0K0.03%
Fieldview Capital Management, LLC6,740$294.7K0.05%
PCM Encore, LLC6,652$290.9K0.06%
Traynor Capital Management, Inc.5,961$260.7K0.01%
CIBC World Markets Corp5,640$246.6K0.00%
Evergreen Capital Management LLC5,550$242.7K0.01%
KLCM Advisors, Inc.5,250$229.6K0.02%
Western Wealth Management, LLC5,032$220.0K0.01%
Arbor Wealth Management LLC2,296$100.4K0.08%
Holos Integrated Wealth LLC2,041$93.6K0.05%
Flagship Harbor Advisors, LLC1,851$80.9K0.00%
Osbon Capital Management LLC1,129$49.4K0.05%
Eurizon Capital SGR S.p.A.1,072$48.1K0.00%
Bogart Wealth, LLC1,000$43.7K0.00%
Pinnacle Wealth Planning Services, Inc.808$35.3K0.00%
Bayforest Capital Ltd562$24.6K0.02%
Elyxium Wealth, LLC539$23.6K0.01%
Elequin Capital LP473$20.7K0.00%
SageView Advisory Group, LLC259$11.3K0.00%
Sound Income Strategies, LLC200$9.62K0.00%
Triumph Capital Management212$9.27K0.00%
Kemnay Advisory Services Inc.206$9.01K0.00%
IFC & Insurance Marketing, Inc.200$9.00K0.01%
Basecamp Wealth Advisors LLC201$8.79K0.00%
Bank of Jackson Hole Trust156$6.82K0.00%
Strive Financial Group ,LLC134$5.86K0.00%
Centerpoint Advisors, LLC75$3.00K0.00%
YANKCOM Partnership48$2.10K0.00%
Kohmann Bosshard Financial Services, LLC34$1.49K0.00%
Zions Bancorporation, National Association32$1.40K0.00%
Vermillion & White Wealth Management Group, LLC31$1.35K0.00%
Atlantic Union Bankshares Corp27$1.18K0.00%
DV Trading LLC25$1.09K0.00%
SHP Wealth Management17$7430.00%
IMA Wealth, Inc.16$6990.00%
Cornerstone Financial Management LLC13$5680.00%
Stone House Investment Management, LLC12$5250.00%
Curio Wealth, LLC6$2890.00%
Keating Financial Advisory Services, Inc.6$2620.00%
Signature Equity Partners, LLC5$2190.00%
Dunhill Financial, LLC2$800.00%
Huntington National Bank1$440.00%
Capital Advisors, Ltd. LLC5$00.00%

Sold out (89)

Institutions that held Upstart Holdings, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of UPST in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Slate Path Capital LP2,731,974$138.8M
Squarepoint Ops LLC1,356,294$68.9M
Fuller & Thaler Asset Management, Inc.1,046,143$53.1M
Toroso Investments, LLC1,000,638$50.8M
Coatue Management LLCSuperinvestorCoatue Management870,947$44.2M
Tudor Investment Corp Et Al370,901$18.8M
Rokos Capital Management LLP360,719$18.3M
Summit Partners Public Asset Management, LLC300,000$15.2M
Two Sigma Investments, LP277,144$14.1M
Virtu Financial LLC170,211$8.65M
HRT Financial LP100,797$5.12M
Hillsdale Investment Management Inc.98,410$5.00M
Erste Asset Management GmbH83,400$4.78M
Edgestream Partners, L.P.89,836$4.56M
Federated Hermes, Inc.73,441$3.73M
Bridgewater Associates, LP61,972$3.15M
Brevan Howard Capital Management LP55,494$2.82M
Trexquant Investment LP54,755$2.78M
Group One Trading, L.P.43,222$2.20M
Weiss Asset Management LP24,170$1.23M
Jackson Creek Investment Advisors LLC21,951$1.11M
Legacy Capital Group California, Inc.20,588$1.05M
Ardmore Road Asset Management LP20,000$1.02M
Old Mission Capital LLC17,255$876.6K
Fox Run Management, L.L.C.14,388$730.9K
Polymer Capital Management (US) LLC13,128$666.9K
Teacher Retirement System of Texas11,181$568.0K
Van Eck Associates Corp9,884$502.0K
Groupama Asset Managment–$461.1K
Diker Management LLC9,000$457.2K
American Century Companies Inc8,903$452.3K
New York Life Investment Management LLC8,487$431.1K
Jennison Associates LLC8,129$413.0K
Versor Investments LP7,987$405.7K
Icapital Wealth LLC7,727$392.5K
Virginia Retirement Systems Et Al7,500$381.0K
Bridgefront Capital, LLC6,867$348.8K
Sig Brokerage, LP6,848$347.9K
Oxford Asset Management LLP6,755$343.2K
Entropy Technologies, LP6,370$323.6K
Integrated Wealth Concepts LLC6,227$316.3K
O'Shaughnessy Asset Management, LLC5,865$297.9K
Counterpoint Mutual Funds LLC5,737$291.4K
Summit Trail Advisors, LLC5,688$288.9K
Tradition Wealth Management, LLC5,470$277.9K
Sanctuary Advisors, LLC5,014$254.7K
Cresset Asset Management, LLC4,638$235.6K
Perennial Investment Advisors, LLC4,590$233.2K
NorthRock Partners, LLC4,530$230.1K
Seros Financial, LLC4,512$229.2K
Stratos Wealth Partners, LTD.4,435$225.3K
Summit Financial Strategies, Inc.4,210$213.9K
QRG Capital Management, Inc.4,131$209.9K
Massar Capital Management, LP4,100$208.3K
Joel Isaacson & Co., LLC4,000$203.2K
Swiss Life Asset Management Ltd3,946$200.5K
Parallax Volatility Advisers, L.P.2,638$134.0K
Aster Capital Management (DIFC) Ltd1,739$88.3K
Wexford Capital LP1,521$77.3K
National Asset Management, Inc.1,047$53.2K
Groupe la Francaise850$38.2K
BI Asset Management Fondsmaeglerselskab A/S673$34.0K
Rise Advisors, LLC303$15.4K
TSFG, LLC300$15.0K
MTM Investment Management, LLC279$14.2K
Toth Financial Advisory Corp210$10.7K
Pine Valley Investments Ltd Liability Co162$8.23K
Ameritas Advisory Services, LLC150$7.62K
Private Trust Co NA144$7.32K
Ci Investments Inc.139$7.00K
Hopwood Financial Services, Inc.130$6.60K
Clear Street Markets LLC101$5.13K
Main Street Group, LTD100$5.08K
Transce3nd, LLC59$4.21K
Principal Securities, Inc.68$3.45K
Wiser Advisor Group LLC50$2.54K
Pacifica Partners Inc.44$2.29K
Cheviot Value Management, LLC39$1.98K
Gould Capital, LLC38$1.93K
GPS Wealth Strategies Group, LLC31$1.57K
UMA Financial Services, Inc.25$1.27K
Atlantic Edge Private Wealth Management, LLC25$1.27K
TD Private Client Wealth LLC18$914
Wealthspire Advisors, LLC16$813
Gen-Wealth Partners Inc15$762
CVA Family Office, LLC13$660
Tortoise Investment Management, LLC10$508
Financial Consulate, Inc10$508
Ronald Blue Trust, Inc.5$254

Not filed for Q4 2025 yet (8)

Institutions that held Upstart Holdings, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.92,466$4.70M
Wolverine Trading, LLC13,484$711.1K
CIBC Bancorp USA Inc.8,979$456.1K
Optimum Investment Advisors410$20.8K
Shell Asset Management Co228$12.0K
Hemington Wealth Management46$2.00K
West Oak Capital, LLC25$1.30K
Guerra Advisors Inc5$279