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 |
|---|---|---|---|---|---|
| Portman Square Capital LLP | 9,100 | $397.9K | 0.07% | 00.0% | Unchanged |
| Holocene Advisors, LP | 9,042 | $395.4K | 0.00% | +9,042 | New |
| Ami Asset Management Corp | 8,997 | $393.4K | 0.02% | −99−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 8,889 | $388.7K | 0.01% | +8,889 | New |
| Oppenheimer Asset Management Inc. | 8,765 | $383.3K | 0.00% | −2,347−21.1% | Reduced |
| Beacon Pointe Advisors, LLC | 8,701 | $380.5K | 0.00% | +8,701 | New |
| Dynamic Technology Lab Private Ltd | 8,622 | $377.0K | 0.09% | +8,622 | New |
| Phoenix Holdings Ltd. | 8,482 | $370.6K | 0.00% | +730+9.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,232 | $360.0K | 0.02% | +8,232 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $356.5K | 0.08% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 8,032 | $351.2K | 0.00% | +2,329+40.8% | Added |
| Prospera Financial Services Inc | 7,880 | $344.5K | 0.01% | −1,074−12.0% | Reduced |
| Anson Funds Management LP | 7,829 | $342.4K | 0.05% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 7,742 | $338.6K | 0.03% | +1,370+21.5% | Added |
| CAPROCK Group, Inc. | 7,719 | $337.6K | 0.01% | +1,188+18.2% | Added |
| Aigen Investment Management, LP | 7,485 | $327.3K | 0.08% | +7,485 | New |
| Susquehanna Portfolio Strategies, LLC | 7,304 | $319.4K | 0.00% | −26,808−78.6% | Reduced |
| Perbak Capital Partners LLP | 7,217 | $315.6K | 0.10% | +7,217 | New |
| Ameritas Investment Partners, Inc. | 7,037 | $307.7K | 0.01% | 00.0% | Unchanged |
| SLT Holdings LLC | 7,000 | $306.1K | 0.20% | +7,000 | New |
| Gsa Capital Partners LLP | 6,840 | $299.0K | 0.03% | +6,840 | New |
| Xponance, Inc. | 6,769 | $296.0K | 0.00% | +19+0.3% | Added |
| Resources Investment Advisors, LLC. | 6,767 | $295.9K | 0.00% | +35+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,450 | $295.7K | 0.00% | +1,999+44.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,830 | $295.5K | 0.00% | −1,618−21.7% | Reduced |
| Fieldview Capital Management, LLC | 6,740 | $294.7K | 0.05% | +6,740 | New |
| PCM Encore, LLC | 6,652 | $290.9K | 0.06% | +6,652 | New |
| Neuberger Berman Group LLC | 6,532 | $285.6K | 0.00% | +266+4.2% | Added |
| Symmetry Partners, LLC | 6,500 | $284.2K | 0.02% | −19−0.3% | Reduced |
| Synergy Financial Group, LTD | 6,233 | $272.6K | 0.19% | +47+0.8% | Added |
| State of Wyoming | 6,227 | $272.3K | 0.03% | +5,314+582.0% | Added |
| Sequoia Financial Advisors, LLC | 6,007 | $262.7K | 0.00% | +49+0.8% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $262.7K | 0.09% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,961 | $260.7K | 0.01% | +5,961 | New |
| Virtus ETF Advisers LLC | 5,670 | $247.9K | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Corp | 5,640 | $246.6K | 0.00% | +5,640 | New |
| Evergreen Capital Management LLC | 5,550 | $242.7K | 0.01% | +5,550 | New |
| Public Employees Retirement Association of Colorado | 5,524 | $242.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,345 | $233.7K | 0.00% | −96,350−94.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,332 | $233.2K | 0.01% | +9+0.2% | Added |
| Kercheville Advisors, LLC | 5,000 | $231.4K | 0.06% | −10,000−66.7% | Reduced |
| KLCM Advisors, Inc. | 5,250 | $229.6K | 0.02% | +5,250 | New |
| Prakash Investment Advisors LLC | 5,235 | $228.9K | 0.17% | −2,950−36.0% | Reduced |
| Advisory Services Network, LLC | 5,207 | $227.7K | 0.00% | −268−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 5,150 | $225.2K | 0.00% | −11,300−68.7% | Reduced |
| Gotham Asset Management, LLC | 5,104 | $223.2K | 0.00% | +283+5.9% | Added |
| Principal Financial Group Inc | 5,035 | $220.2K | 0.00% | −1,413−21.9% | Reduced |
| Western Wealth Management, LLC | 5,032 | $220.0K | 0.01% | +5,032 | New |
| TCG Advisory Services, LLC | 5,002 | $218.7K | 0.01% | −1,250−20.0% | Reduced |
| Merit Financial Group, LLC | 4,993 | $218.3K | 0.00% | +547+12.3% | Added |
| State of Wisconsin Investment Board | 4,698 | $205.4K | 0.00% | −3,498−42.7% | Reduced |
| Inceptionr LLC | 4,609 | $201.6K | 0.06% | −5,609−54.9% | Reduced |
| Comerica Bank | 4,456 | $194.9K | 0.00% | −16,892−79.1% | 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 |
| STRS Ohio | 3,900 | $170.5K | 0.00% | −3,700−48.7% | Reduced |
| CWM, LLC | 3,443 | $151.0K | 0.00% | +1,047+43.7% | Added |
| Caitong International Asset Management Co., Ltd | 2,875 | $125.7K | 0.03% | −16,758−85.4% | Reduced |
| Orion Capital Management LLC | 2,700 | $118.1K | 0.04% | −50−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,699 | $118.0K | 0.00% | +163+6.4% | Added |
| Amalgamated Bank | 2,678 | $117.0K | 0.00% | −81−2.9% | Reduced |
| Westside Investment Management, Inc. | 2,500 | $112.7K | 0.02% | −450−15.3% | Reduced |
| KBC Group NV | 2,413 | $106.0K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Management LLC | 2,296 | $100.4K | 0.08% | +2,296 | New |
| Federation des caisses Desjardins du Quebec | 2,185 | $95.5K | 0.00% | −5,617−72.0% | Reduced |
| Holos Integrated Wealth LLC | 2,041 | $93.6K | 0.05% | +2,041 | New |
| Asset Management One Co.,Ltd. | 1,764 | $82.1K | 0.00% | −97−5.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,851 | $80.9K | 0.00% | +1,851 | New |
| GAMMA Investing LLC | 1,812 | $79.2K | 0.00% | +208+13.0% | Added |
| Farther Finance Advisors, LLC | 1,727 | $75.5K | 0.00% | −317−15.5% | Reduced |
| Allworth Financial LP | 1,606 | $70.2K | 0.00% | −26−1.6% | Reduced |
| Clearstead Advisors, LLC | 1,500 | $65.6K | 0.00% | +1,000+200.0% | Added |
| CoreCap Advisors, LLC | 1,481 | $64.8K | 0.00% | +1,471+14,710.0% | Added |
| Anfield Capital Management, LLC | 1,416 | $61.9K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,372 | $60.0K | 0.00% | +397+40.7% | Added |
| Signaturefd, LLC | 1,223 | $53.5K | 0.00% | +428+53.8% | Added |
| Osbon Capital Management LLC | 1,129 | $49.4K | 0.05% | +1,129 | New |
| Eurizon Capital SGR S.p.A. | 1,072 | $48.1K | 0.00% | +1,072 | New |
| Steward Partners Investment Advisory, LLC | 1,019 | $44.6K | 0.00% | −445−30.4% | Reduced |
| 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 |
| Parallel Advisors, LLC | 947 | $41.5K | 0.00% | +109+13.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 808 | $35.3K | 0.00% | +808 | New |
| Fifth Third Bancorp | 600 | $26.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 580 | $25.4K | 0.00% | −191−24.8% | Reduced |
| Sterling Capital Management LLC | 565 | $24.7K | 0.00% | +361+177.0% | Added |
| Bayforest Capital Ltd | 562 | $24.6K | 0.02% | +562 | New |
| Elyxium Wealth, LLC | 539 | $23.6K | 0.01% | +539 | New |
| CSS LLC | 497 | $21.7K | 0.00% | −13,801−96.5% | Reduced |
| Geneos Wealth Management Inc. | 492 | $21.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 478 | $20.9K | 0.00% | −90−15.8% | Reduced |
| Elequin Capital LP | 473 | $20.7K | 0.00% | +473 | New |
| Plante Moran Financial Advisors, LLC | 436 | $19.1K | 0.00% | +421+2,806.7% | Added |
| GWM Advisors LLC | 410 | $17.9K | 0.00% | −287−41.2% | Reduced |
| Versant Capital Management, Inc | 407 | $17.8K | 0.00% | −518−56.0% | Reduced |
| IFP Advisors, Inc | 391 | $17.1K | 0.00% | −199−33.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 383 | $16.7K | 0.00% | +37+10.7% | Added |
| Y.D. More Investments Ltd | 370 | $16.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 375 | $16.4K | 0.00% | 00.0% | Unchanged |