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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.

Q1 2026 vs. Q4 2025

How the institutions holding Upstart Holdings, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of UPST: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders3937340−46
Shares64.7M9.24M56.6M+1.16M (+2.1%)
Value$2.83B$404.0M$1.45B−$970.5M (−40.0%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to UPST in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC3,752,050$96.2M0.00%
Vanguard Portfolio Management LLC3,743,541$96.0M0.01%
Coatue Management LLCSuperinvestorCoatue Management870,947$22.3M0.08%
Vanguard Fiduciary Trust Co597,310$15.3M0.00%
Squarepoint Ops LLC531,387$13.6M0.03%
Trexquant Investment LP226,197$5.80M0.04%
HRT Financial LP83,447$2.14M0.01%
Vanguard Asset Management, Ltd79,691$2.04M0.00%
Headlands Technologies LLC79,501$2.04M0.23%
Congress Asset Management Co76,407$1.96M0.01%
Winton Group Ltd75,900$1.95M0.07%
Brevan Howard Capital Management LP69,342$1.78M0.02%
Havemeyer Place LP59,216$1.52M0.18%
GMT Capital Corp42,000$1.08M0.05%
Two Sigma Investments, LP35,991$923.2K0.00%
Vanguard Global Advisers, LLC35,554$912.0K0.00%
REX Advisers, LLC28,300$725.9K4.24%
Allstate Corp26,700$684.9K0.01%
Bridgefront Capital, LLC25,038$642.2K0.16%
Jain Global LLC24,542$629.5K0.01%
Vanguard Investments Australia, Ltd.20,915$536.5K0.00%
Skopos Labs, Inc.20,339$521.7K0.02%
Gator Capital Management, LLC20,000$513.0K0.11%
Entropy Technologies, LP14,958$383.7K0.02%
Catalyst Funds Management Pty Ltd14,800$379.6K0.06%
Tudor Investment Corp Et Al13,507$346.5K0.00%
nVerses Capital, LLC9,383$240.7K0.22%
Galvin, Gaustad & Stein, LLC9,217$236.4K0.02%
EP Wealth Advisors, LLC7,879$202.1K0.00%
Acadian Asset Management LLC3,399$87.0K0.00%
Twin Peaks Wealth Advisors, LLC2,605$66.8K0.02%
Hollencrest Capital Management2,000$51.3K0.00%
Schroder Investment Management Group756$18.3K0.00%
Mosley Wealth Management86$4.37K0.00%
Golden State Equity Partners135$3.46K0.00%
Hanson & Doremus Investment Management125$3.00K0.00%
Main Street Group, LTD100$2.56K0.00%
Wealth Enhancement Trust Services, Inc.99$2.55K0.00%
Rossby Financial, LCC100$2.54K0.00%
UMA Financial Services, Inc.93$2.39K0.00%
Gill Capital Partners, LLC90$2.31K0.00%
Key Capital Management, INC76$1.95K0.00%
Vanguard National Trust Co68$1.74K0.00%
Forum Finance Group S.A.50$1.00K0.00%
Hilton Head Capital Partners, LLC25$6410.00%
Quaker Wealth Management, LLC14$3600.00%
NBT Bank N A11$2820.00%
Salem Investment Counselors Inc6$1540.00%
MBM Wealth Consultants, LLC5$1280.00%
Investors Research Corp4$1030.00%
Principia Wealth Advisory, LLC3$770.00%
GHP Investment Advisors, Inc.1$260.00%

Sold out (98)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of UPST in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Jericho Capital Asset Management L.P.5,011,809$219.2M
Azora Capital LP882,231$38.6M
Wellington Management Group LLP489,219$21.4M
Nishkama Capital, LLC487,060$21.3M
Annex Advisory Services, LLC421,373$18.4M
Hidden Lake Asset Management LP316,586$13.8M
Carnegie Capital Asset Management, LLC238,163$10.4M
J. Goldman & Co LP211,152$9.23M
Optiver Holding B.V.172,305$7.53M
Interval Partners, LP112,292$4.91M
Landscape Capital Management, L.L.C.110,688$4.84M
Polar Asset Management Partners Inc.74,700$3.27M
Verition Fund Management LLC69,020$3.02M
Jump Financial, LLC66,393$2.90M
State of New Jersey Common Pension Fund D56,894$2.49M
Castle Hook Partners LP48,545$2.12M
Simplex Trading, LLC48,172$2.11M
Sciencast Management LP39,950$1.75M
Zacks Investment Management36,446$1.59M
Two Sigma Advisers, LP33,000$1.44M
Twin Tree Management, LP31,817$1.39M
XTX Topco Ltd30,520$1.33M
Omers Administration Corp26,841$1.17M
ExodusPoint Capital Management, LP25,756$1.13M
Main Management ETF Advisors, LLC23,490$1.03M
Lazard Asset Management LLC23,450$1.03M
Campbell Newman Asset Management Inc21,045$920.3K
Lighthouse Investment Partners, LLC21,003$918.5K
Alpine Woods Capital Investors, LLC17,189$751.7K
Mirabella Financial Services LLP12,318$538.7K
Truist Financial Corp10,719$468.7K
Two Sigma Securities, LLC10,068$440.3K
Firsthand Capital Management, Inc.10,000$437.3K
Boothbay Fund Management, LLC9,390$410.6K
Blueshift Asset Management, LLC9,376$410.0K
CTC LLC9,295$406.5K
Foundations Investment Advisors, LLC8,889$388.7K
Dynamic Technology Lab Private Ltd8,622$377.0K
Wealthfront Advisers LLC8,032$351.2K
Anson Funds Management LP7,829$342.4K
CAPROCK Group, Inc.7,719$337.6K
Susquehanna Portfolio Strategies, LLC7,304$319.4K
Perbak Capital Partners LLP7,217$315.6K
SLT Holdings LLC7,000$306.1K
Resources Investment Advisors, LLC.6,767$295.9K
Wealth Enhancement Advisory Services, LLC5,830$295.5K
Fieldview Capital Management, LLC6,740$294.7K
PCM Encore, LLC6,652$290.9K
Neuberger Berman Group LLC6,532$285.6K
Symmetry Partners, LLC6,500$284.2K
Synergy Financial Group, LTD6,233$272.6K
Sequoia Financial Advisors, LLC6,007$262.7K
Keeler & Nadler Financial Planning & Wealth Management6,007$262.7K
Traynor Capital Management, Inc.5,961$260.7K
Virtus ETF Advisers LLC5,670$247.9K
Evergreen Capital Management LLC5,550$242.7K
Gerber Kawasaki Wealth & Investment Management5,332$233.2K
KLCM Advisors, Inc.5,250$229.6K
Prakash Investment Advisors LLC5,235$228.9K
Gotham Asset Management, LLC5,104$223.2K
Principal Financial Group Inc5,035$220.2K
Western Wealth Management, LLC5,032$220.0K
Merit Financial Group, LLC4,993$218.3K
Inceptionr LLC4,609$201.6K
Quest Partners LLC4,204$183.8K
STRS Ohio3,900$170.5K
Amalgamated Bank2,678$117.0K
Arbor Wealth Management LLC2,296$100.4K
Flagship Harbor Advisors, LLC1,851$80.9K
Daiwa Securities Group Inc.1,372$60.0K
Albion Financial Group1,000$43.7K
Shelton Wealth Management, LLC1,000$43.7K
Bayforest Capital Ltd562$24.6K
Elyxium Wealth, LLC539$23.6K
CSS LLC497$21.7K
SageView Advisory Group, LLC259$11.3K
IFC & Insurance Marketing, Inc.200$9.00K
Basecamp Wealth Advisors LLC201$8.79K
Danske Bank A/S200$8.75K
Strive Financial Group ,LLC134$5.86K
Quarry LP58$2.54K
Bare Financial Services, Inc57$2.49K
Inlight Wealth Management, LLC52$2.27K
Private Wealth Management Group, LLC39$1.71K
Kohmann Bosshard Financial Services, LLC34$1.49K
Zions Bancorporation, National Association32$1.40K
Vermillion & White Wealth Management Group, LLC31$1.35K
Atlantic Union Bankshares Corp27$1.18K
DV Trading LLC25$1.09K
Strategic Advocates LLC21$944
Cornerstone Financial Management LLC13$568
Stone House Investment Management, LLC12$525
Sunbelt Securities, Inc.10$437
Murphy & Mullick Capital Management Corp10$437
Keating Financial Advisory Services, Inc.6$262
Carolina Wealth Advisors, LLC4$175
Hughes Financial Services, LLC4$175
Capital Advisors, Ltd. LLC5$0

Not filed for Q1 2026 yet (7)

Institutions that held Upstart Holdings, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc8,073,659$353.1M
Norges Bank1,141,425$49.9M
EMC Capital Management11,050$543.0K
CIBC World Markets Corp5,640$246.6K
Comerica Bank4,456$194.9K
Global Retirement Partners, LLC114$4.99K
CIBC Private Wealth Group, LLC31$1.36K