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 |
|---|---|---|---|---|---|
| Elequin Capital LP | 473 | $20.7K | 0.00% | +473 | New |
| National Bank of Canada | 478 | $20.9K | 0.00% | −90−15.8% | Reduced |
| Geneos Wealth Management Inc. | 492 | $21.5K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 497 | $21.7K | 0.00% | −13,801−96.5% | Reduced |
| Elyxium Wealth, LLC | 539 | $23.6K | 0.01% | +539 | New |
| Bayforest Capital Ltd | 562 | $24.6K | 0.02% | +562 | New |
| Sterling Capital Management LLC | 565 | $24.7K | 0.00% | +361+177.0% | Added |
| Northwestern Mutual Wealth Management Co | 580 | $25.4K | 0.00% | −191−24.8% | Reduced |
| Fifth Third Bancorp | 600 | $26.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 808 | $35.3K | 0.00% | +808 | New |
| Parallel Advisors, LLC | 947 | $41.5K | 0.00% | +109+13.0% | Added |
| Albion Financial Group | 1,000 | $43.7K | 0.00% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 1,000 | $43.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $43.7K | 0.00% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 1,019 | $44.6K | 0.00% | −445−30.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,072 | $48.1K | 0.00% | +1,072 | New |
| Osbon Capital Management LLC | 1,129 | $49.4K | 0.05% | +1,129 | New |
| Signaturefd, LLC | 1,223 | $53.5K | 0.00% | +428+53.8% | Added |
| Daiwa Securities Group Inc. | 1,372 | $60.0K | 0.00% | +397+40.7% | Added |
| Anfield Capital Management, LLC | 1,416 | $61.9K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,481 | $64.8K | 0.00% | +1,471+14,710.0% | Added |
| Clearstead Advisors, LLC | 1,500 | $65.6K | 0.00% | +1,000+200.0% | Added |
| Allworth Financial LP | 1,606 | $70.2K | 0.00% | −26−1.6% | Reduced |
| Farther Finance Advisors, LLC | 1,727 | $75.5K | 0.00% | −317−15.5% | Reduced |
| GAMMA Investing LLC | 1,812 | $79.2K | 0.00% | +208+13.0% | Added |
| Flagship Harbor Advisors, LLC | 1,851 | $80.9K | 0.00% | +1,851 | New |
| Asset Management One Co.,Ltd. | 1,764 | $82.1K | 0.00% | −97−5.2% | Reduced |
| Holos Integrated Wealth LLC | 2,041 | $93.6K | 0.05% | +2,041 | New |
| Federation des caisses Desjardins du Quebec | 2,185 | $95.5K | 0.00% | −5,617−72.0% | Reduced |
| Arbor Wealth Management LLC | 2,296 | $100.4K | 0.08% | +2,296 | New |
| KBC Group NV | 2,413 | $106.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,500 | $112.7K | 0.02% | −450−15.3% | Reduced |
| Amalgamated Bank | 2,678 | $117.0K | 0.00% | −81−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 2,699 | $118.0K | 0.00% | +163+6.4% | Added |
| Orion Capital Management LLC | 2,700 | $118.1K | 0.04% | −50−1.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,875 | $125.7K | 0.03% | −16,758−85.4% | Reduced |
| CWM, LLC | 3,443 | $151.0K | 0.00% | +1,047+43.7% | Added |
| STRS Ohio | 3,900 | $170.5K | 0.00% | −3,700−48.7% | Reduced |
| Quest Partners LLC | 4,204 | $183.8K | 0.01% | −11,693−73.6% | Reduced |
| Rakuten Securities, Inc. | 4,204 | $183.8K | 0.06% | −1,687−28.6% | Reduced |
| Comerica Bank | 4,456 | $194.9K | 0.00% | −16,892−79.1% | Reduced |
| Inceptionr LLC | 4,609 | $201.6K | 0.06% | −5,609−54.9% | Reduced |
| State of Wisconsin Investment Board | 4,698 | $205.4K | 0.00% | −3,498−42.7% | Reduced |
| Merit Financial Group, LLC | 4,993 | $218.3K | 0.00% | +547+12.3% | Added |
| TCG Advisory Services, LLC | 5,002 | $218.7K | 0.01% | −1,250−20.0% | Reduced |
| Western Wealth Management, LLC | 5,032 | $220.0K | 0.01% | +5,032 | New |
| Principal Financial Group Inc | 5,035 | $220.2K | 0.00% | −1,413−21.9% | Reduced |
| Gotham Asset Management, LLC | 5,104 | $223.2K | 0.00% | +283+5.9% | Added |
| Ensign Peak Advisors, Inc | 5,150 | $225.2K | 0.00% | −11,300−68.7% | Reduced |
| Advisory Services Network, LLC | 5,207 | $227.7K | 0.00% | −268−4.9% | Reduced |
| Prakash Investment Advisors LLC | 5,235 | $228.9K | 0.17% | −2,950−36.0% | Reduced |
| KLCM Advisors, Inc. | 5,250 | $229.6K | 0.02% | +5,250 | New |
| Kercheville Advisors, LLC | 5,000 | $231.4K | 0.06% | −10,000−66.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,332 | $233.2K | 0.01% | +9+0.2% | Added |
| Prudential Financial Inc | 5,345 | $233.7K | 0.00% | −96,350−94.7% | Reduced |
| Public Employees Retirement Association of Colorado | 5,524 | $242.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,550 | $242.7K | 0.01% | +5,550 | New |
| CIBC World Markets Corp | 5,640 | $246.6K | 0.00% | +5,640 | New |
| Virtus ETF Advisers LLC | 5,670 | $247.9K | 0.12% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,961 | $260.7K | 0.01% | +5,961 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $262.7K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,007 | $262.7K | 0.00% | +49+0.8% | Added |
| State of Wyoming | 6,227 | $272.3K | 0.03% | +5,314+582.0% | Added |
| Synergy Financial Group, LTD | 6,233 | $272.6K | 0.19% | +47+0.8% | Added |
| Symmetry Partners, LLC | 6,500 | $284.2K | 0.02% | −19−0.3% | Reduced |
| Neuberger Berman Group LLC | 6,532 | $285.6K | 0.00% | +266+4.2% | Added |
| PCM Encore, LLC | 6,652 | $290.9K | 0.06% | +6,652 | New |
| Fieldview Capital Management, LLC | 6,740 | $294.7K | 0.05% | +6,740 | New |
| Wealth Enhancement Advisory Services, LLC | 5,830 | $295.5K | 0.00% | −1,618−21.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,450 | $295.7K | 0.00% | +1,999+44.9% | Added |
| Resources Investment Advisors, LLC. | 6,767 | $295.9K | 0.00% | +35+0.5% | Added |
| Xponance, Inc. | 6,769 | $296.0K | 0.00% | +19+0.3% | Added |
| Gsa Capital Partners LLP | 6,840 | $299.0K | 0.03% | +6,840 | New |
| SLT Holdings LLC | 7,000 | $306.1K | 0.20% | +7,000 | New |
| Ameritas Investment Partners, Inc. | 7,037 | $307.7K | 0.01% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 7,217 | $315.6K | 0.10% | +7,217 | New |
| Susquehanna Portfolio Strategies, LLC | 7,304 | $319.4K | 0.00% | −26,808−78.6% | Reduced |
| Aigen Investment Management, LP | 7,485 | $327.3K | 0.08% | +7,485 | New |
| CAPROCK Group, Inc. | 7,719 | $337.6K | 0.01% | +1,188+18.2% | Added |
| Inspire Advisors, LLC | 7,742 | $338.6K | 0.03% | +1,370+21.5% | Added |
| Anson Funds Management LP | 7,829 | $342.4K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,880 | $344.5K | 0.01% | −1,074−12.0% | Reduced |
| Wealthfront Advisers LLC | 8,032 | $351.2K | 0.00% | +2,329+40.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $356.5K | 0.08% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,232 | $360.0K | 0.02% | +8,232 | New |
| Phoenix Holdings Ltd. | 8,482 | $370.6K | 0.00% | +730+9.4% | Added |
| Dynamic Technology Lab Private Ltd | 8,622 | $377.0K | 0.09% | +8,622 | New |
| Beacon Pointe Advisors, LLC | 8,701 | $380.5K | 0.00% | +8,701 | New |
| Oppenheimer Asset Management Inc. | 8,765 | $383.3K | 0.00% | −2,347−21.1% | Reduced |
| Foundations Investment Advisors, LLC | 8,889 | $388.7K | 0.01% | +8,889 | New |
| Ami Asset Management Corp | 8,997 | $393.4K | 0.02% | −99−1.1% | Reduced |
| Holocene Advisors, LP | 9,042 | $395.4K | 0.00% | +9,042 | New |
| Portman Square Capital LLP | 9,100 | $397.9K | 0.07% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,230 | $403.6K | 0.01% | +1,553+20.2% | Added |
| CTC LLC | 9,295 | $406.5K | 0.04% | −6,200−40.0% | Reduced |
| Blueshift Asset Management, LLC | 9,376 | $410.0K | 0.12% | −3,268−25.8% | Reduced |
| Boothbay Fund Management, LLC | 9,390 | $410.6K | 0.01% | +9,390 | New |
| Newbridge Financial Services Group, Inc. | 9,418 | $411.8K | 0.06% | −2,131−18.5% | Reduced |
| US Bancorp | 9,644 | $421.7K | 0.00% | −28−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 9,745 | $426.1K | 0.00% | −1,000−9.3% | Reduced |