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 |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 1,072 | $26.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,061 | $27.2K | 0.00% | +61+6.1% | Added |
| Larson Financial Group LLC | 1,118 | $28.7K | 0.00% | −10,583−90.4% | Reduced |
| Osbon Capital Management LLC | 1,129 | $29.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,135 | $29.1K | 0.00% | +844+290.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,253 | $32.1K | 0.00% | +673+116.0% | Added |
| Anfield Capital Management, LLC | 1,416 | $36.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,456 | $37.3K | 0.00% | +233+19.1% | Added |
| Clearstead Advisors, LLC | 1,500 | $38.5K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,803 | $46.2K | 0.00% | +39+2.2% | Added |
| Allworth Financial LP | 1,821 | $46.7K | 0.00% | +215+13.4% | Added |
| Geneos Wealth Management Inc. | 1,842 | $47.2K | 0.00% | +1,350+274.4% | Added |
| Rakuten Securities, Inc. | 1,953 | $50.1K | 0.02% | −2,251−53.5% | Reduced |
| Hollencrest Capital Management | 2,000 | $51.3K | 0.00% | +2,000 | New |
| Holos Integrated Wealth LLC | 2,041 | $54.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,173 | $55.7K | 0.00% | +361+19.9% | Added |
| Versant Capital Management, Inc | 2,293 | $58.8K | 0.01% | +1,886+463.4% | Added |
| Kemnay Advisory Services Inc. | 2,359 | $60.5K | 0.01% | +2,153+1,045.1% | Added |
| Westside Investment Management, Inc. | 2,500 | $64.0K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2,605 | $66.8K | 0.02% | +2,605 | New |
| Orion Capital Management LLC | 2,700 | $69.3K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,705 | $69.4K | 0.00% | −738−21.4% | Reduced |
| Nisa Investment Advisors, LLC | 2,886 | $74.0K | 0.00% | −6,859−70.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,110 | $79.8K | 0.00% | +925+42.3% | Added |
| Acadian Asset Management LLC | 3,399 | $87.0K | 0.00% | +3,399 | New |
| KBC Group NV | 3,510 | $90.0K | 0.00% | +1,097+45.5% | Added |
| Farther Finance Advisors, LLC | 3,573 | $90.6K | 0.00% | +1,846+106.9% | Added |
| The PNC Financial Services Group, Inc. | 3,885 | $99.7K | 0.00% | +1,186+43.9% | Added |
| Harbour Investments, Inc. | 4,341 | $111.3K | 0.00% | −5,941−57.8% | Reduced |
| Advisory Services Network, LLC | 4,654 | $119.4K | 0.00% | −553−10.6% | Reduced |
| Fifth Third Bancorp | 4,957 | $127.1K | 0.00% | +4,357+726.2% | Added |
| Ensign Peak Advisors, Inc | 5,150 | $132.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,524 | $142.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6,325 | $162.2K | 0.03% | +3,450+120.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,334 | $162.5K | 0.00% | −116−1.8% | Reduced |
| Royal Bank of Canada | 6,512 | $167.0K | 0.00% | −29,047−81.7% | Reduced |
| State of Wyoming | 6,901 | $177.0K | 0.02% | +674+10.8% | Added |
| Ameritas Investment Partners, Inc. | 7,037 | $180.5K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 7,838 | $201.0K | 0.00% | +2,836+56.7% | Added |
| EP Wealth Advisors, LLC | 7,879 | $202.1K | 0.00% | +7,879 | New |
| Los Angeles Capital Management LLC | 7,946 | $203.8K | 0.00% | −19,222−70.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 8,021 | $205.7K | 0.05% | +29+0.4% | Added |
| Xponance, Inc. | 8,084 | $207.4K | 0.00% | +1,315+19.4% | Added |
| Newbridge Financial Services Group, Inc. | 8,085 | $207.4K | 0.03% | −1,333−14.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,232 | $211.2K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,347 | $214.1K | 0.01% | −69,240−89.2% | Reduced |
| Beacon Pointe Advisors, LLC | 8,401 | $215.5K | 0.00% | −300−3.4% | Reduced |
| State of Wisconsin Investment Board | 8,559 | $219.5K | 0.00% | +3,861+82.2% | Added |
| Tower Research Capital LLC (TRC) | 8,738 | $224.1K | 0.01% | −2,281−20.7% | Reduced |
| Ami Asset Management Corp | 8,787 | $225.4K | 0.01% | −210−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,953 | $229.6K | 0.00% | −917−9.3% | Reduced |
| Oppenheimer Asset Management Inc. | 9,123 | $234.0K | 0.00% | +358+4.1% | Added |
| Galvin, Gaustad & Stein, LLC | 9,217 | $236.4K | 0.02% | +9,217 | New |
| nVerses Capital, LLC | 9,383 | $240.7K | 0.22% | +9,383 | New |
| Victory Capital Management Inc | 9,778 | $250.8K | 0.00% | +25+0.3% | Added |
| Inspire Advisors, LLC | 9,850 | $252.7K | 0.02% | +2,108+27.2% | Added |
| US Bancorp | 10,313 | $264.5K | 0.00% | +669+6.9% | Added |
| Independent Financial Group, LLC | 11,009 | $282.4K | 0.01% | −80−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 11,184 | $286.9K | 0.00% | +1,258+12.7% | Added |
| Advisors Asset Management, Inc. | 11,486 | $294.6K | 0.00% | −1,730−13.1% | Reduced |
| Capital Advantage, Inc. | 11,625 | $298.2K | 0.04% | 00.0% | Unchanged |
| Portman Square Capital LLP | 11,810 | $302.9K | 0.05% | +2,710+29.8% | Added |
| Walleye Capital LLC | 11,815 | $303.1K | 0.00% | −137,954−92.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,897 | $305.0K | 0.00% | −10,961−48.0% | Reduced |
| Phoenix Holdings Ltd. | 12,312 | $315.6K | 0.00% | +3,830+45.2% | Added |
| ProShare Advisors LLC | 12,495 | $320.5K | 0.00% | −3,085−19.8% | Reduced |
| Graham Capital Management, L.P. | 12,617 | $323.6K | 0.01% | +3,387+36.7% | Added |
| Fairbanks Capital Management, Inc. | 12,800 | $328.3K | 0.21% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,900 | $330.9K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 13,410 | $344.0K | 0.00% | +523+4.1% | Added |
| Tudor Investment Corp Et Al | 13,507 | $346.5K | 0.00% | +13,507 | New |
| Prudential Financial Inc | 13,630 | $349.6K | 0.00% | +8,285+155.0% | Added |
| Integrated Financial Solutions, Inc. | 14,510 | $372.2K | 0.26% | −1,000−6.4% | Reduced |
| Pictet Asset Management Holding SA | 14,528 | $372.6K | 0.00% | +1,018+7.5% | Added |
| Atom Investors LP | 14,546 | $373.1K | 0.03% | −38,148−72.4% | Reduced |
| Rockefeller Capital Management L.P. | 14,595 | $374.4K | 0.00% | −2,721−15.7% | Reduced |
| FMR LLC | 14,736 | $378.0K | 0.00% | +2,734+22.8% | Added |
| Voya Investment Management LLC | 14,791 | $379.4K | 0.00% | −458−3.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 14,800 | $379.6K | 0.06% | +14,800 | New |
| JustInvest LLC | 14,939 | $383.2K | 0.00% | +2,600+21.1% | Added |
| Entropy Technologies, LP | 14,958 | $383.7K | 0.02% | +14,958 | New |
| Kercheville Advisors, LLC | 15,000 | $384.8K | 0.12% | +10,000+200.0% | Added |
| Russell Investments Group, Ltd. | 15,629 | $400.9K | 0.00% | +1,714+12.3% | Added |
| Royal Fund Management, LLC | 15,840 | $406.3K | 0.04% | −900−5.4% | Reduced |
| Prospera Financial Services Inc | 15,978 | $409.8K | 0.01% | +8,098+102.8% | Added |
| Aigen Investment Management, LP | 16,471 | $422.5K | 0.11% | +8,986+120.1% | Added |
| SBI Securities Co., Ltd. | 17,751 | $455.3K | 0.01% | −217−1.2% | Reduced |
| Shelton Capital Management | 18,000 | $461.7K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 18,209 | $467.1K | 0.03% | −3,370−15.6% | Reduced |
| Canada Pension Plan Investment Board | 18,300 | $469.4K | 0.00% | +7,200+64.9% | Added |
| Janney Montgomery Scott LLC | 18,643 | $478.0K | 0.00% | +5,532+42.2% | Added |
| Kestra Advisory Services, LLC | 18,763 | $481.3K | 0.00% | −9,042−32.5% | Reduced |
| KLP Kapitalforvaltning AS | 19,300 | $495.0K | 0.00% | +800+4.3% | Added |
| Leonteq Securities AG | 19,510 | $500.4K | 0.03% | +3,141+19.2% | Added |
| Ameriprise Financial Inc | 19,781 | $507.4K | 0.00% | −17,927−47.5% | Reduced |
| Gator Capital Management, LLC | 20,000 | $513.0K | 0.11% | +20,000 | New |
| Skopos Labs, Inc. | 20,339 | $521.7K | 0.02% | +20,339 | New |
| Vanguard Investments Australia, Ltd. | 20,915 | $536.5K | 0.00% | +20,915 | New |
| Envestnet Asset Management Inc | 21,291 | $546.1K | 0.00% | −6,854−24.4% | Reduced |
| State Board of Administration of Florida Retirement System | 21,350 | $547.6K | 0.00% | 00.0% | Unchanged |