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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.

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.

Institutional holdersQ4 2025: 393 institutions
Q1 2021: 132 institutionsQ2 2021: 254 institutionsQ3 2021: 428 institutionsQ4 2021: 480 institutionsQ1 2022: 496 institutionsQ2 2022: 347 institutionsQ3 2022: 306 institutionsQ4 2022: 267 institutionsQ1 2023: 266 institutionsQ2 2023: 303 institutionsQ3 2023: 291 institutionsQ4 2023: 334 institutionsQ1 2024: 278 institutionsQ2 2024: 275 institutionsQ3 2024: 349 institutionsQ4 2024: 391 institutionsQ1 2025: 387 institutionsQ2 2025: 421 institutionsQ3 2025: 412 institutionsQ4 2025: 393 institutionsQ1 2026: 340 institutionsQ2 2026: 370 institutions
Value heldQ4 2025: $2.83B
Q1 2021: $5.12BQ2 2021: $5.00BQ3 2021: $13.3BQ4 2021: $5.83BQ1 2022: $4.43BQ2 2022: $1.17BQ3 2022: $658.8MQ4 2022: $388.9MQ1 2023: $471.6MQ2 2023: $1.30BQ3 2023: $1.08BQ4 2023: $1.70BQ1 2024: $1.00BQ2 2024: $919.5MQ3 2024: $1.99BQ4 2024: $3.59BQ1 2025: $2.77BQ2 2025: $3.98BQ3 2025: $3.27BQ4 2025: $2.83BQ1 2026: $1.45BQ2 2026: $2.07B
Institutions holding UPST and their total value by quarter
QuarterHoldersValue
Q2 2026370$2.07B
Q1 2026340$1.45B
Q4 2025393$2.83B
Q3 2025412$3.27B
Q2 2025421$3.98B
Q1 2025387$2.77B
Q4 2024391$3.59B
Q3 2024349$1.99B
Q2 2024275$919.5M
Q1 2024278$1.00B
Q4 2023334$1.70B
Q3 2023291$1.08B
Q2 2023303$1.30B
Q1 2023266$471.6M
Q4 2022267$388.9M
Q3 2022306$658.8M
Q2 2022347$1.17B
Q1 2022496$4.43B
Q4 2021480$5.83B
Q3 2021428$13.3B
Q2 2021254$5.00B
Q1 2021132$5.12B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q3 2025.

Institutions holding UPST in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.6$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$00.00%+5New
DiNuzzo Private Wealth, Inc.1$440.00%−2−66.7%Reduced
Huntington National Bank1$440.00%+1New
Dunhill Financial, LLC2$800.00%+2New
WPG Advisers, LLC2$870.00%00.0%Unchanged
Hughes Financial Services, LLC4$1750.00%−9−69.2%Reduced
Addison Advisors LLC4$1750.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc4$1750.00%00.0%Unchanged
Carolina Wealth Advisors, LLC4$1750.00%00.0%Unchanged
Signature Equity Partners, LLC5$2190.00%+5New
Toronto Dominion Bank6$2620.00%−82−93.2%Reduced
Keating Financial Advisory Services, Inc.6$2620.00%+6New
Curio Wealth, LLC6$2890.00%+6New
Transamerica Financial Advisors, Inc.7$3060.00%+5+250.0%Added
Asset Dedication, LLC8$3500.00%00.0%Unchanged
Sunbelt Securities, Inc.10$4370.00%−52−83.9%Reduced
Silicon Valley Capital Partners10$4370.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp10$4370.00%00.0%Unchanged
JNBA Financial Advisors10$4380.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.11$4810.00%+1+10.0%Added
Fairscale Capital, LLC12$5250.00%00.0%Unchanged
Stone House Investment Management, LLC12$5250.00%+12New
Cornerstone Financial Management LLC13$5680.00%+13New
JFS Wealth Advisors, LLC13$5690.00%00.0%Unchanged
MAI Capital Management14$6160.00%−400−96.6%Reduced
Cornerstone Planning Group LLC16$6910.00%−1,035−98.5%Reduced
IMA Wealth, Inc.16$6990.00%+16New
Sawyer & Company, Inc17$7430.00%00.0%Unchanged
SHP Wealth Management17$7430.00%+17New
Retirement Wealth Solutions LLC20$8750.00%+5+33.3%Added
Strategic Advocates LLC21$9440.00%−4−16.0%Reduced
Missouri Trust & Investment Co22$9620.00%00.0%Unchanged
Essential Partners LLC23$1.01K0.00%−3−11.5%Reduced
DV Trading LLC25$1.09K0.00%+25New
PayPay Securities Corp26$1.14K0.03%−13−33.3%Reduced
Assetmark, Inc27$1.18K0.00%−13−32.5%Reduced
Atlantic Union Bankshares Corp27$1.18K0.00%+27New
Vermillion & White Wealth Management Group, LLC31$1.35K0.00%+31New
CIBC Private Wealth Group, LLC31$1.36K0.00%+24+342.9%Added
Zions Bancorporation, National Association32$1.40K0.00%+32New
Kohmann Bosshard Financial Services, LLC34$1.49K0.00%+34New
Private Wealth Management Group, LLC39$1.71K0.00%00.0%Unchanged
Bell Investment Advisors, Inc40$1.75K0.00%00.0%Unchanged
Anchor Investment Management, LLC41$1.79K0.00%00.0%Unchanged
NVWM, LLC43$1.88K0.00%00.0%Unchanged
Parkside Financial Bank & Trust44$1.93K0.00%+2+4.8%Added
Avion Wealth63$2.00K0.00%−10−13.7%Reduced
YANKCOM Partnership48$2.10K0.00%+48New
Prestige Wealth Management Group LLC50$2.19K0.00%00.0%Unchanged
Financial Freedom, LLC50$2.19K0.00%00.0%Unchanged
Inlight Wealth Management, LLC52$2.27K0.00%00.0%Unchanged
Wolverine Asset Management LLC53$2.32K0.00%−1,813−97.2%Reduced
TD Waterhouse Canada Inc.56$2.45K0.00%−5−8.2%Reduced
Bare Financial Services, Inc57$2.49K0.00%+33+137.5%Added
Quarry LP58$2.54K0.00%−443−88.4%Reduced
Centerpoint Advisors, LLC75$3.00K0.00%+75New
True Wealth Design, LLC69$3.02K0.00%−13−15.9%Reduced
Steigerwald, Gordon & Koch Inc.70$3.06K0.00%00.0%Unchanged
Heritage Wealth Advisors100$4.37K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC100$4.37K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC100$4.37K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.107$4.68K0.00%−243−69.4%Reduced
Rothschild Investment LLC110$4.81K0.00%−15−12.0%Reduced
Fortitude Family Office, LLC112$4.90K0.00%−18−13.8%Reduced
Global Retirement Partners, LLC114$4.99K0.00%−136−54.4%Reduced
Kerr Financial Planning Corp150$5.20K0.01%00.0%Unchanged
Strive Financial Group ,LLC134$5.86K0.00%+134New
Adirondack Trust Co150$6.56K0.00%00.0%Unchanged
AdvisorNet Financial, Inc150$6.56K0.00%−5,000−97.1%Reduced
Bank of Jackson Hole Trust156$6.82K0.00%+156New
Bessemer Group Inc165$7.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC161$7.04K0.00%+70+76.9%Added
Dogwood Wealth Management LLC165$7.21K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC170$7.43K0.00%−14−7.6%Reduced
Root Financial Partners, LLC197$8.62K0.00%−228−53.6%Reduced
Danske Bank A/S200$8.75K0.00%00.0%Unchanged
Bryn Mawr Trust Co200$8.75K0.00%00.0%Unchanged
City State Bank200$8.75K0.00%00.0%Unchanged
Broadwater Capital Management LLC200$8.75K0.01%00.0%Unchanged
Basecamp Wealth Advisors LLC201$8.79K0.00%+201New
Covestor Ltd201$9.00K0.00%00.0%Unchanged
IFC & Insurance Marketing, Inc.200$9.00K0.01%+200New
Kemnay Advisory Services Inc.206$9.01K0.00%+206New
Triumph Capital Management212$9.27K0.00%+212New
Sound Income Strategies, LLC200$9.62K0.00%+200New
Massmutual Trust Co FSB224$9.80K0.00%+24+12.0%Added
SageView Advisory Group, LLC259$11.3K0.00%+259New
Smartleaf Asset Management LLC267$12.0K0.00%+87+48.3%Added
Quadrant Capital Group LLC291$12.7K0.00%+137+89.0%Added
Kayne Anderson Rudnick Investment Management LLC300$13.1K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton300$13.1K0.00%00.0%Unchanged
Quent Capital, LLC334$14.6K0.00%00.0%Unchanged
Ancora Advisors, LLC375$16.4K0.00%00.0%Unchanged
Y.D. More Investments Ltd370$16.6K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.383$16.7K0.00%+37+10.7%Added
IFP Advisors, Inc391$17.1K0.00%−199−33.7%Reduced
Versant Capital Management, Inc407$17.8K0.00%−518−56.0%Reduced
GWM Advisors LLC410$17.9K0.00%−287−41.2%Reduced
Plante Moran Financial Advisors, LLC436$19.1K0.00%+421+2,806.7%Added