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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 9,753 | $426.5K | 0.00% | +147+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 9,870 | $431.6K | 0.01% | +126+1.3% | Added |
| Pensionmark Financial Group, LLC | 9,926 | $434.1K | 0.01% | +9,926 | New |
| Firsthand Capital Management, Inc. | 10,000 | $437.3K | 0.81% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,068 | $440.3K | 0.06% | +3,120+44.9% | Added |
| Harbour Investments, Inc. | 10,282 | $449.6K | 0.01% | −566−5.2% | Reduced |
| Truist Financial Corp | 10,719 | $468.7K | 0.00% | −1,379−11.4% | Reduced |
| Tower Research Capital LLC (TRC) | 11,019 | $481.9K | 0.01% | +7,407+205.1% | Added |
| Independent Financial Group, LLC | 11,089 | $484.9K | 0.01% | +1,981+21.8% | Added |
| Canada Pension Plan Investment Board | 11,100 | $485.4K | 0.00% | −11,900−51.7% | Reduced |
| Capital Advantage, Inc. | 11,625 | $508.4K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11,701 | $511.7K | 0.02% | +6,659+132.1% | Added |
| FMR LLC | 12,002 | $524.8K | 0.00% | −1,949−14.0% | Reduced |
| Kera Capital Partners, Inc. | 13,515 | $530.5K | 0.07% | −6,411−32.2% | Reduced |
| Mirabella Financial Services LLP | 12,318 | $538.7K | 0.05% | +12,318 | New |
| JustInvest LLC | 12,339 | $539.6K | 0.01% | +1,983+19.1% | Added |
| EMC Capital Management | 11,050 | $543.0K | 0.24% | +1,200+12.2% | Added |
| Fairbanks Capital Management, Inc. | 12,800 | $559.7K | 0.31% | +2,000+18.5% | Added |
| SEI Investments Co | 12,887 | $563.5K | 0.00% | −38,827−75.1% | Reduced |
| PFG Investments, LLC | 12,900 | $564.1K | 0.03% | +5,100+65.4% | Added |
| Janney Montgomery Scott LLC | 13,111 | $573.0K | 0.00% | +2,084+18.9% | Added |
| Advisors Asset Management, Inc. | 13,216 | $577.9K | 0.01% | −104−0.8% | Reduced |
| Pictet Asset Management Holding SA | 13,510 | $590.8K | 0.00% | +1,349+11.1% | Added |
| Russell Investments Group, Ltd. | 13,915 | $608.5K | 0.00% | −963−6.5% | Reduced |
| Jones Financial Companies LLLP | 14,009 | $612.6K | 0.00% | +3,044+27.8% | Added |
| Rare Wolf Capital LLC | 14,075 | $615.5K | 0.38% | +14,075 | New |
| Caption Management, LLC | 15,000 | $656.0K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 15,187 | $664.1K | 0.04% | +15,187 | New |
| Voya Investment Management LLC | 15,249 | $666.8K | 0.00% | 00.0% | Unchanged |
| Integrated Financial Solutions, Inc. | 15,510 | $678.3K | 0.48% | +1,425+10.1% | Added |
| ProShare Advisors LLC | 15,580 | $681.3K | 0.00% | +1,178+8.2% | Added |
| Odyssean, LLC | 16,011 | $700.2K | 0.50% | +16,011 | New |
| Leonteq Securities AG | 16,369 | $715.8K | 0.04% | +7,011+74.9% | Added |
| Jefferies Financial Group Inc. | 16,531 | $722.9K | 0.01% | +9,531+136.2% | Added |
| Royal Fund Management, LLC | 16,740 | $732.0K | 0.07% | −8,843−34.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 17,189 | $751.7K | 0.18% | +17,189 | New |
| Rockefeller Capital Management L.P. | 17,316 | $757.2K | 0.00% | −1,077−5.9% | Reduced |
| WMG Financial Advisors, LLC | 17,462 | $763.6K | 0.31% | +1,600+10.1% | Added |
| SBI Securities Co., Ltd. | 17,968 | $785.7K | 0.02% | +950+5.6% | Added |
| Shelton Capital Management | 18,000 | $787.1K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 18,323 | $801.3K | 0.00% | +1,543+9.2% | Added |
| KLP Kapitalforvaltning AS | 18,500 | $809.0K | 0.00% | +800+4.5% | Added |
| Natixis Advisors, L.P. | 18,984 | $830.0K | 0.00% | −58−0.3% | Reduced |
| Balyasny Asset Management LLC | 19,712 | $862.0K | 0.00% | −268,052−93.1% | Reduced |
| Algert Global LLC | 19,787 | $865.3K | 0.01% | −10,510−34.7% | Reduced |
| Engineers Gate Manager LP | 20,110 | $879.4K | 0.01% | −53,403−72.6% | Reduced |
| International Assets Investment Management, LLC | 20,304 | $887.9K | 0.06% | +7,375+57.0% | Added |
| Lighthouse Investment Partners, LLC | 21,003 | $918.5K | 0.03% | +21,003 | New |
| Campbell Newman Asset Management Inc | 21,045 | $920.3K | 0.07% | −898−4.1% | Reduced |
| Vontobel Holding Ltd. | 21,255 | $929.5K | 0.00% | +10,265+93.4% | Added |
| State Board of Administration of Florida Retirement System | 21,350 | $933.6K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 21,481 | $939.1K | 0.00% | −3,106−12.6% | Reduced |
| Simplicity Wealth,LLC | 21,579 | $943.6K | 0.06% | −6,388−22.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,858 | $1.00M | 0.00% | −13,287−36.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,145 | $1.01M | 0.01% | −369−1.6% | Reduced |
| Lazard Asset Management LLC | 23,450 | $1.03M | 0.00% | +18,068+335.7% | Added |
| Main Management ETF Advisors, LLC | 23,490 | $1.03M | 0.04% | +240+1.0% | Added |
| Handelsbanken Fonder AB | 23,800 | $1.04M | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 23,910 | $1.05M | 0.02% | −14,500−37.8% | Reduced |
| Gemmer Asset Management LLC | 24,018 | $1.05M | 0.08% | −1,495−5.9% | Reduced |
| Arizona State Retirement System | 24,355 | $1.07M | 0.01% | −980−3.9% | Reduced |
| Cetera Investment Advisers | 24,854 | $1.09M | 0.00% | +8,871+55.5% | Added |
| Mariner, LLC | 25,014 | $1.09M | 0.00% | −2,296−8.4% | Reduced |
| ExodusPoint Capital Management, LP | 25,756 | $1.13M | 0.01% | +25,756 | New |
| Intellectus Partners, LLC | 26,700 | $1.17M | 0.23% | +1,250+4.9% | Added |
| Omers Administration Corp | 26,841 | $1.17M | 0.01% | +3,641+15.7% | Added |
| Altshuler Shaham Ltd | 27,000 | $1.18M | 0.02% | +17,350+179.8% | Added |
| New York State Common Retirement Fund | 27,126 | $1.19M | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 27,805 | $1.22M | 0.01% | +12,462+81.2% | Added |
| Los Angeles Capital Management LLC | 27,168 | $1.22M | 0.00% | +2,924+12.1% | Added |
| Envestnet Asset Management Inc | 28,145 | $1.23M | 0.00% | −3,841−12.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,211 | $1.32M | 0.00% | +3,329+12.4% | Added |
| Falcon Wealth Planning | 30,365 | $1.33M | 0.11% | −996−3.2% | Reduced |
| XTX Topco Ltd | 30,520 | $1.33M | 0.04% | +20,046+191.4% | Added |
| Twin Tree Management, LP | 31,817 | $1.39M | 0.14% | −23,554−42.5% | Reduced |
| Two Sigma Advisers, LP | 33,000 | $1.44M | 0.00% | −269,900−89.1% | Reduced |
| Mercer Global Advisors Inc | 45,167 | $1.46M | 0.00% | +13,205+41.3% | Added |
| Sepio Capital, LP | 33,405 | $1.46M | 0.08% | +28,000+518.0% | Added |
| Advisor Group Holdings, Inc. | 33,799 | $1.48M | 0.00% | −7,635−18.4% | Reduced |
| Apollon Wealth Management, LLC | 34,858 | $1.52M | 0.03% | +12,077+53.0% | Added |
| SCS Capital Management LLC | 35,140 | $1.54M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 35,559 | $1.55M | 0.00% | −2,534−6.7% | Reduced |
| Zacks Investment Management | 36,446 | $1.59M | 0.01% | −4,745−11.5% | Reduced |
| Coastal Bridge Advisors, LLC | 37,688 | $1.65M | 0.12% | −1,182−3.0% | Reduced |
| Ameriprise Financial Inc | 37,708 | $1.65M | 0.00% | −10,939−22.5% | Reduced |
| Sciencast Management LP | 39,950 | $1.75M | 0.24% | +39,950 | New |
| Miracle Mile Advisors, LLC | 40,471 | $1.77M | 0.03% | +200.0% | Added |
| Banco Santander, S.A. | 40,523 | $1.77M | 0.01% | +26,523+189.5% | Added |
| Intech Investment Management LLC | 41,699 | $1.82M | 0.02% | −5,087−10.9% | Reduced |
| Manchester Capital Management LLC | 43,123 | $1.89M | 0.26% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 43,853 | $1.92M | 0.00% | −1,323−2.9% | Reduced |
| TCI Wealth Advisors, Inc. | 44,389 | $1.94M | 0.11% | +11,064+33.2% | Added |
| Nomura Holdings Inc | 44,699 | $1.95M | 0.01% | +8,925+24.9% | Added |
| Creative Planning | 45,390 | $1.98M | 0.00% | +17,435+62.4% | Added |
| IMC-Chicago, LLC | 46,714 | $2.04M | 0.04% | −131,649−73.8% | Reduced |
| MetLife Investment Management | 46,891 | $2.05M | 0.01% | −2,557−5.2% | Reduced |
| Simplex Trading, LLC | 48,172 | $2.11M | 0.06% | +48,172 | New |
| Castle Hook Partners LP | 48,545 | $2.12M | 0.03% | +48,545 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,382 | $2.25M | 0.00% | +9,545+23.4% | Added |
| Commonwealth Equity Services, LLC | 52,379 | $2.29M | 0.00% | −12,919−19.8% | Reduced |