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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 44,699 | $1.95M | 0.01% | +8,925+24.9% | Added |
| TCI Wealth Advisors, Inc. | 44,389 | $1.94M | 0.11% | +11,064+33.2% | Added |
| Manufacturers Life Insurance Company, The | 43,853 | $1.92M | 0.00% | −1,323−2.9% | Reduced |
| Manchester Capital Management LLC | 43,123 | $1.89M | 0.26% | 00.0% | Unchanged |
| Intech Investment Management LLC | 41,699 | $1.82M | 0.02% | −5,087−10.9% | Reduced |
| Banco Santander, S.A. | 40,523 | $1.77M | 0.01% | +26,523+189.5% | Added |
| Miracle Mile Advisors, LLC | 40,471 | $1.77M | 0.03% | +200.0% | Added |
| Sciencast Management LP | 39,950 | $1.75M | 0.24% | +39,950 | New |
| Ameriprise Financial Inc | 37,708 | $1.65M | 0.00% | −10,939−22.5% | Reduced |
| Coastal Bridge Advisors, LLC | 37,688 | $1.65M | 0.12% | −1,182−3.0% | Reduced |
| Zacks Investment Management | 36,446 | $1.59M | 0.01% | −4,745−11.5% | Reduced |
| Royal Bank of Canada | 35,559 | $1.55M | 0.00% | −2,534−6.7% | Reduced |
| SCS Capital Management LLC | 35,140 | $1.54M | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 34,858 | $1.52M | 0.03% | +12,077+53.0% | Added |
| Advisor Group Holdings, Inc. | 33,799 | $1.48M | 0.00% | −7,635−18.4% | Reduced |
| Sepio Capital, LP | 33,405 | $1.46M | 0.08% | +28,000+518.0% | Added |
| Mercer Global Advisors Inc | 45,167 | $1.46M | 0.00% | +13,205+41.3% | Added |
| Two Sigma Advisers, LP | 33,000 | $1.44M | 0.00% | −269,900−89.1% | Reduced |
| Twin Tree Management, LP | 31,817 | $1.39M | 0.14% | −23,554−42.5% | Reduced |
| XTX Topco Ltd | 30,520 | $1.33M | 0.04% | +20,046+191.4% | Added |
| Falcon Wealth Planning | 30,365 | $1.33M | 0.11% | −996−3.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,211 | $1.32M | 0.00% | +3,329+12.4% | Added |
| Envestnet Asset Management Inc | 28,145 | $1.23M | 0.00% | −3,841−12.0% | Reduced |
| Los Angeles Capital Management LLC | 27,168 | $1.22M | 0.00% | +2,924+12.1% | Added |
| Kestra Advisory Services, LLC | 27,805 | $1.22M | 0.01% | +12,462+81.2% | Added |
| New York State Common Retirement Fund | 27,126 | $1.19M | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 27,000 | $1.18M | 0.02% | +17,350+179.8% | Added |
| Omers Administration Corp | 26,841 | $1.17M | 0.01% | +3,641+15.7% | Added |
| Intellectus Partners, LLC | 26,700 | $1.17M | 0.23% | +1,250+4.9% | Added |
| ExodusPoint Capital Management, LP | 25,756 | $1.13M | 0.01% | +25,756 | New |
| Mariner, LLC | 25,014 | $1.09M | 0.00% | −2,296−8.4% | Reduced |
| Cetera Investment Advisers | 24,854 | $1.09M | 0.00% | +8,871+55.5% | Added |
| Arizona State Retirement System | 24,355 | $1.07M | 0.01% | −980−3.9% | Reduced |
| Gemmer Asset Management LLC | 24,018 | $1.05M | 0.08% | −1,495−5.9% | Reduced |
| Bailard, Inc. | 23,910 | $1.05M | 0.02% | −14,500−37.8% | Reduced |
| Handelsbanken Fonder AB | 23,800 | $1.04M | 0.00% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 23,490 | $1.03M | 0.04% | +240+1.0% | Added |
| Lazard Asset Management LLC | 23,450 | $1.03M | 0.00% | +18,068+335.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,145 | $1.01M | 0.01% | −369−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,858 | $1.00M | 0.00% | −13,287−36.8% | Reduced |
| Simplicity Wealth,LLC | 21,579 | $943.6K | 0.06% | −6,388−22.8% | Reduced |
| Janus Henderson Group PLC | 21,481 | $939.1K | 0.00% | −3,106−12.6% | Reduced |
| State Board of Administration of Florida Retirement System | 21,350 | $933.6K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 21,255 | $929.5K | 0.00% | +10,265+93.4% | Added |
| Campbell Newman Asset Management Inc | 21,045 | $920.3K | 0.07% | −898−4.1% | Reduced |
| Lighthouse Investment Partners, LLC | 21,003 | $918.5K | 0.03% | +21,003 | New |
| International Assets Investment Management, LLC | 20,304 | $887.9K | 0.06% | +7,375+57.0% | Added |
| Engineers Gate Manager LP | 20,110 | $879.4K | 0.01% | −53,403−72.6% | Reduced |
| Algert Global LLC | 19,787 | $865.3K | 0.01% | −10,510−34.7% | Reduced |
| Balyasny Asset Management LLC | 19,712 | $862.0K | 0.00% | −268,052−93.1% | Reduced |
| Natixis Advisors, L.P. | 18,984 | $830.0K | 0.00% | −58−0.3% | Reduced |
| KLP Kapitalforvaltning AS | 18,500 | $809.0K | 0.00% | +800+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,323 | $801.3K | 0.00% | +1,543+9.2% | Added |
| Shelton Capital Management | 18,000 | $787.1K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17,968 | $785.7K | 0.02% | +950+5.6% | Added |
| WMG Financial Advisors, LLC | 17,462 | $763.6K | 0.31% | +1,600+10.1% | Added |
| Rockefeller Capital Management L.P. | 17,316 | $757.2K | 0.00% | −1,077−5.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 17,189 | $751.7K | 0.18% | +17,189 | New |
| Royal Fund Management, LLC | 16,740 | $732.0K | 0.07% | −8,843−34.6% | Reduced |
| Jefferies Financial Group Inc. | 16,531 | $722.9K | 0.01% | +9,531+136.2% | Added |
| Leonteq Securities AG | 16,369 | $715.8K | 0.04% | +7,011+74.9% | Added |
| Odyssean, LLC | 16,011 | $700.2K | 0.50% | +16,011 | New |
| ProShare Advisors LLC | 15,580 | $681.3K | 0.00% | +1,178+8.2% | Added |
| Integrated Financial Solutions, Inc. | 15,510 | $678.3K | 0.48% | +1,425+10.1% | Added |
| Voya Investment Management LLC | 15,249 | $666.8K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 15,187 | $664.1K | 0.04% | +15,187 | New |
| Caption Management, LLC | 15,000 | $656.0K | 0.03% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 14,075 | $615.5K | 0.38% | +14,075 | New |
| Jones Financial Companies LLLP | 14,009 | $612.6K | 0.00% | +3,044+27.8% | Added |
| Russell Investments Group, Ltd. | 13,915 | $608.5K | 0.00% | −963−6.5% | Reduced |
| Pictet Asset Management Holding SA | 13,510 | $590.8K | 0.00% | +1,349+11.1% | Added |
| Advisors Asset Management, Inc. | 13,216 | $577.9K | 0.01% | −104−0.8% | Reduced |
| Janney Montgomery Scott LLC | 13,111 | $573.0K | 0.00% | +2,084+18.9% | Added |
| PFG Investments, LLC | 12,900 | $564.1K | 0.03% | +5,100+65.4% | Added |
| SEI Investments Co | 12,887 | $563.5K | 0.00% | −38,827−75.1% | Reduced |
| Fairbanks Capital Management, Inc. | 12,800 | $559.7K | 0.31% | +2,000+18.5% | Added |
| EMC Capital Management | 11,050 | $543.0K | 0.24% | +1,200+12.2% | Added |
| JustInvest LLC | 12,339 | $539.6K | 0.01% | +1,983+19.1% | Added |
| Mirabella Financial Services LLP | 12,318 | $538.7K | 0.05% | +12,318 | New |
| Kera Capital Partners, Inc. | 13,515 | $530.5K | 0.07% | −6,411−32.2% | Reduced |
| FMR LLC | 12,002 | $524.8K | 0.00% | −1,949−14.0% | Reduced |
| Larson Financial Group LLC | 11,701 | $511.7K | 0.02% | +6,659+132.1% | Added |
| Capital Advantage, Inc. | 11,625 | $508.4K | 0.07% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 11,100 | $485.4K | 0.00% | −11,900−51.7% | Reduced |
| Independent Financial Group, LLC | 11,089 | $484.9K | 0.01% | +1,981+21.8% | Added |
| Tower Research Capital LLC (TRC) | 11,019 | $481.9K | 0.01% | +7,407+205.1% | Added |
| Truist Financial Corp | 10,719 | $468.7K | 0.00% | −1,379−11.4% | Reduced |
| Harbour Investments, Inc. | 10,282 | $449.6K | 0.01% | −566−5.2% | Reduced |
| Two Sigma Securities, LLC | 10,068 | $440.3K | 0.06% | +3,120+44.9% | Added |
| Firsthand Capital Management, Inc. | 10,000 | $437.3K | 0.81% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 9,926 | $434.1K | 0.01% | +9,926 | New |
| Prime Capital Investment Advisors, LLC | 9,870 | $431.6K | 0.01% | +126+1.3% | Added |
| Victory Capital Management Inc | 9,753 | $426.5K | 0.00% | +147+1.5% | Added |
| Nisa Investment Advisors, LLC | 9,745 | $426.1K | 0.00% | −1,000−9.3% | Reduced |
| US Bancorp | 9,644 | $421.7K | 0.00% | −28−0.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,418 | $411.8K | 0.06% | −2,131−18.5% | Reduced |
| Boothbay Fund Management, LLC | 9,390 | $410.6K | 0.01% | +9,390 | New |
| Blueshift Asset Management, LLC | 9,376 | $410.0K | 0.12% | −3,268−25.8% | Reduced |
| CTC LLC | 9,295 | $406.5K | 0.04% | −6,200−40.0% | Reduced |
| Graham Capital Management, L.P. | 9,230 | $403.6K | 0.01% | +1,553+20.2% | Added |