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, Q1 2026
Institutional positions in Upstart Holdings, Inc. as of Mar 31, 2026. 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
- 340
- −46 vs. Q4 2025
- Shares held
- 56.6M
- +1.16M (+2.1%) vs. Q4 2025
- Total value
- $1.45B
- −$970.5M (−40.0%) vs. Q4 2025
- New holders
- 52
- 126 more added
- Sold out
- 98
- 100 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,403,079 | $189.9M | 0.00% | +314,319+4.4% | Added |
| Morgan Stanley | 3,975,059 | $102.0M | 0.01% | −231,556−5.5% | Reduced |
| Vanguard Capital Management LLC | 3,752,050 | $96.2M | 0.00% | +3,752,050 | New |
| Vanguard Portfolio Management LLC | 3,743,541 | $96.0M | 0.01% | +3,743,541 | New |
| Marshall Wace, LLP | 3,280,110 | $84.1M | 0.09% | +2,728,942+495.1% | Added |
| Geode Capital Management, LLC | 2,124,078 | $54.5M | 0.00% | +55,563+2.7% | Added |
| State Street Corp | 2,053,086 | $52.7M | 0.00% | +52,033+2.6% | Added |
| Goldman Sachs Group Inc | 1,559,486 | $40.0M | 0.01% | −93,138−5.6% | Reduced |
| Clear Street Group Inc. | 1,555,206 | $39.9M | 0.22% | −506,508−24.6% | Reduced |
| Halter Ferguson Financial Inc. | 1,467,360 | $37.6M | 8.32% | +1,052,039+253.3% | Added |
| Barclays PLC | 1,272,286 | $32.6M | 0.01% | +408,184+47.2% | Added |
| Baillie Gifford & Co | 1,108,295 | $28.4M | 0.03% | +349,366+46.0% | Added |
| Dimensional Fund Advisors LP | 1,022,780 | $26.2M | 0.01% | +744,190+267.1% | Added |
| UBS Group AG | 881,867 | $22.6M | 0.00% | +239,730+37.3% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $22.3M | 0.08% | +870,947 | New |
| Balyasny Asset Management LLC | 869,416 | $22.3M | 0.04% | +849,704+4,310.6% | Added |
| Capital Fund Management S.A. | 846,779 | $21.7M | 0.19% | +175,434+26.1% | Added |
| Citigroup Inc | 806,341 | $20.7M | 0.01% | +242,696+43.1% | Added |
| Northern Trust Corp | 758,887 | $19.5M | 0.00% | +14,701+2.0% | Added |
| Point72 Asset Management, L.P. | 756,060 | $19.4M | 0.03% | +385,881+104.2% | Added |
| Jane Street Group, LLC | 740,823 | $19.0M | 0.02% | +552,339+293.0% | Added |
| Millennium Management LLC | 668,064 | $17.1M | 0.01% | +449,311+205.4% | Added |
| Charles Schwab Investment Management Inc | 656,018 | $16.8M | 0.00% | −89,818−12.0% | Reduced |
| Citadel Advisors LLC | 631,162 | $16.2M | 0.01% | −474,597−42.9% | Reduced |
| Vanguard Fiduciary Trust Co | 597,310 | $15.3M | 0.00% | +597,310 | New |
| Kadensa Capital Ltd | 589,871 | $15.1M | 2.11% | +68,885+13.2% | Added |
| Fred Alger Management, LLC | 559,525 | $14.4M | 0.06% | −446,605−44.4% | Reduced |
| Squarepoint Ops LLC | 531,387 | $13.6M | 0.03% | +531,387 | New |
| Bank of America Corp | 505,978 | $13.0M | 0.00% | −2,032,448−80.1% | Reduced |
| First Trust Advisors LP | 373,455 | $9.58M | 0.01% | +54,908+17.2% | Added |
| Catalytic Wealth RIA, LLC | 344,646 | $8.84M | 0.37% | +95,172+38.1% | Added |
| Pathstone Holdings, LLC | 337,287 | $8.65M | 0.03% | +1,101+0.3% | Added |
| Susquehanna International Group, LLP | 326,106 | $8.36M | 0.01% | −960,983−74.7% | Reduced |
| HSBC Holdings PLC | 288,044 | $7.40M | 0.00% | +77,899+37.1% | Added |
| Bank of New York Mellon Corp | 267,341 | $6.86M | 0.00% | −1,873−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 267,076 | $6.85M | 0.01% | −6,411−2.3% | Reduced |
| PEAK6 LLC | 242,030 | $6.21M | 0.18% | +154,413+176.2% | Added |
| Trexquant Investment LP | 226,197 | $5.80M | 0.04% | +226,197 | New |
| BNP Paribas Arbitrage, SA | 216,523 | $5.55M | 0.00% | +156,461+260.5% | Added |
| Voloridge Investment Management, LLC | 215,345 | $5.52M | 0.02% | −132,536−38.1% | Reduced |
| Maxi Investments CY Ltd | 193,400 | $4.96M | 1.08% | 00.0% | Unchanged |
| Nuveen, LLC | 188,344 | $4.83M | 0.00% | −1,288−0.7% | Reduced |
| SG Americas Securities, LLC | 183,637 | $4.71M | 0.01% | −902,214−83.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 180,606 | $4.63M | 0.01% | −670,233−78.8% | Reduced |
| UBS Asset Management Americas Inc | 178,984 | $4.59M | 0.00% | +21,552+13.7% | Added |
| Swiss National Bank | 173,200 | $4.44M | 0.00% | +2,400+1.4% | Added |
| Alliancebernstein L.P. | 99,991 | $4.37M | 0.00% | +1,181+1.2% | Added |
| Qube Research & Technologies Ltd | 167,379 | $4.29M | 0.01% | +39,180+30.6% | Added |
| Wells Fargo & Company | 161,770 | $4.15M | 0.00% | −48,394−23.0% | Reduced |
| Bank of Nova Scotia | 150,475 | $3.86M | 0.01% | +8,917+6.3% | Added |
| JPMorgan Chase & Co | 152,062 | $3.68M | 0.00% | −258,546−63.0% | Reduced |
| Holocene Advisors, LP | 134,934 | $3.46M | 0.01% | +125,892+1,392.3% | Added |
| Marex Group plc | 116,308 | $2.98M | 0.03% | −1,062,689−90.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 115,008 | $2.95M | 0.00% | −1,093,193−90.5% | Reduced |
| Banco Santander, S.A. | 109,300 | $2.80M | 0.02% | +68,777+169.7% | Added |
| Rhumbline Advisers | 108,065 | $2.77M | 0.00% | −945−0.9% | Reduced |
| Invesco Ltd. | 107,290 | $2.75M | 0.00% | +16,303+17.9% | Added |
| Quantbot Technologies LP | 106,086 | $2.72M | 0.11% | +35,776+50.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 105,393 | $2.70M | 0.00% | −4,243−3.9% | Reduced |
| Quantinno Capital Management LP | 103,860 | $2.66M | 0.00% | +24,492+30.9% | Added |
| Neo Ivy Capital Management | 102,953 | $2.64M | 0.70% | −37,322−26.6% | Reduced |
| LPL Financial LLC | 100,871 | $2.59M | 0.00% | −5,810−5.4% | Reduced |
| California State Teachers Retirement System | 100,693 | $2.58M | 0.00% | +17,675+21.3% | Added |
| Man Group plc | 100,192 | $2.57M | 0.01% | +29,957+42.7% | Added |
| PDT Partners, LLC | 100,041 | $2.57M | 0.15% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 97,604 | $2.50M | 0.00% | +17,225+21.4% | Added |
| Credit Agricole S A | 97,272 | $2.50M | 0.01% | −18,529−16.0% | Reduced |
| Raymond James Financial Inc | 93,020 | $2.39M | 0.00% | −542−0.6% | Reduced |
| Divisadero Street Capital Management, LP | 89,589 | $2.30M | 0.11% | −280,411−75.8% | Reduced |
| AQR Capital Management LLC | 86,669 | $2.22M | 0.00% | +26,360+43.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 83,941 | $2.15M | 0.01% | +2,354+2.9% | Added |
| HRT Financial LP | 83,447 | $2.14M | 0.01% | +83,447 | New |
| Algert Global LLC | 81,800 | $2.10M | 0.03% | +62,013+313.4% | Added |
| Bank of Montreal | 81,488 | $2.09M | 0.00% | −9,164−10.1% | Reduced |
| Deutsche Bank AG | 80,987 | $2.08M | 0.00% | +6,984+9.4% | Added |
| Nordea Investment Management AB | 83,501 | $2.06M | 0.00% | −4,442−5.1% | Reduced |
| Vanguard Asset Management, Ltd | 79,691 | $2.04M | 0.00% | +79,691 | New |
| Headlands Technologies LLC | 79,501 | $2.04M | 0.23% | +79,501 | New |
| Congress Asset Management Co | 76,407 | $1.96M | 0.01% | +76,407 | New |
| Winton Group Ltd | 75,900 | $1.95M | 0.07% | +75,900 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 70,797 | $1.82M | 0.00% | +20,415+40.5% | Added |
| Legal & General Group Plc | 69,694 | $1.79M | 0.00% | −14,551−17.3% | Reduced |
| Brevan Howard Capital Management LP | 69,342 | $1.78M | 0.02% | +69,342 | New |
| Private Advisor Group, LLC | 68,054 | $1.75M | 0.01% | −3,269−4.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 67,525 | $1.73M | 0.01% | −152,526−69.3% | Reduced |
| MML Investors Services, LLC | 63,435 | $1.63M | 0.00% | −12,255−16.2% | Reduced |
| SummitTX Capital, L.P. | 59,503 | $1.53M | 0.05% | −25,720−30.2% | Reduced |
| Havemeyer Place LP | 59,216 | $1.52M | 0.18% | +59,216 | New |
| IMC-Chicago, LLC | 54,840 | $1.41M | 0.02% | +8,126+17.4% | Added |
| Commonwealth Equity Services, LLC | 54,168 | $1.39M | 0.00% | +1,789+3.4% | Added |
| Creative Planning | 53,914 | $1.38M | 0.00% | +8,524+18.8% | Added |
| Liontrust Investment Partners LLP | 52,013 | $1.33M | 0.02% | −19,511−27.3% | Reduced |
| Engineers Gate Manager LP | 48,714 | $1.25M | 0.02% | +28,604+142.2% | Added |
| TCI Wealth Advisors, Inc. | 48,389 | $1.24M | 0.07% | +4,000+9.0% | Added |
| MetLife Investment Management | 47,530 | $1.22M | 0.01% | +639+1.4% | Added |
| Dark Forest Capital Management LP | 45,836 | $1.18M | 0.10% | −38,244−45.5% | Reduced |
| Nomura Holdings Inc | 45,062 | $1.16M | 0.01% | +363+0.8% | Added |
| Manchester Capital Management LLC | 44,934 | $1.15M | 0.17% | +1,811+4.2% | Added |
| Gsa Capital Partners LLP | 44,760 | $1.15M | 0.07% | +37,920+554.4% | Added |
| GMT Capital Corp | 42,000 | $1.08M | 0.05% | +42,000 | New |