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 |
|---|---|---|---|---|---|
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −277,144−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −170,211−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −100,797−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −98,410−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −83,400−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −89,836−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −73,441−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −61,972−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −55,494−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −54,755−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −43,222−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −24,170−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −21,951−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −20,588−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −17,255−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,388−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −13,128−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −11,181−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −9,884−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −8,903−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −8,487−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −8,129−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,987−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −7,727−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −6,848−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −6,755−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,370−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −6,227−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,865−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −5,737−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −5,688−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −5,470−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −5,014−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,638−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −4,530−100.0% | Sold out |
| Seros Financial, LLC | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| Summit Financial Strategies, Inc. | 0 | $0 | 0.00% | −4,210−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −4,131−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,638−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Cheviot Value Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Gould Capital, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Optimum Investment Advisors | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| West Oak Capital, LLC | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |