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 |
|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 22,947 | $588.6K | 0.07% | +9,432+69.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,145 | $593.7K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 23,800 | $610.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 23,910 | $613.3K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 24,014 | $616.0K | 0.01% | −17,685−42.4% | Reduced |
| Arizona State Retirement System | 24,050 | $616.9K | 0.00% | −305−1.3% | Reduced |
| Natixis Advisors, L.P. | 24,119 | $619.0K | 0.00% | +5,135+27.0% | Added |
| Jain Global LLC | 24,542 | $629.5K | 0.01% | +24,542 | New |
| Janus Henderson Group PLC | 24,722 | $634.0K | 0.00% | +3,241+15.1% | Added |
| Vontobel Holding Ltd. | 24,935 | $639.6K | 0.00% | +3,680+17.3% | Added |
| Bridgefront Capital, LLC | 25,038 | $642.2K | 0.16% | +25,038 | New |
| Gemmer Asset Management LLC | 25,393 | $651.3K | 0.05% | +1,375+5.7% | Added |
| WMG Financial Advisors, LLC | 25,727 | $659.9K | 0.28% | +8,265+47.3% | Added |
| International Assets Investment Management, LLC | 26,059 | $660.9K | 0.05% | +5,755+28.3% | Added |
| Cetera Investment Advisers | 26,062 | $668.5K | 0.00% | +1,208+4.9% | Added |
| Centiva Capital, LP | 26,180 | $671.5K | 0.03% | +10,993+72.4% | Added |
| Allstate Corp | 26,700 | $684.9K | 0.01% | +26,700 | New |
| New York State Common Retirement Fund | 27,126 | $695.8K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 27,250 | $699.0K | 0.14% | +550+2.1% | Added |
| Advisor Group Holdings, Inc. | 27,587 | $707.6K | 0.00% | −6,212−18.4% | Reduced |
| REX Advisers, LLC | 28,300 | $725.9K | 4.24% | +28,300 | New |
| Rare Wolf Capital LLC | 29,277 | $751.0K | 0.49% | +15,202+108.0% | Added |
| Caption Management, LLC | 30,000 | $769.5K | 0.04% | +15,000+100.0% | Added |
| Falcon Wealth Planning | 30,105 | $772.2K | 0.05% | −260−0.9% | Reduced |
| Apollon Wealth Management, LLC | 30,910 | $792.8K | 0.01% | −3,948−11.3% | Reduced |
| Sepio Capital, LP | 33,405 | $856.8K | 0.05% | 00.0% | Unchanged |
| SCS Capital Management LLC | 35,140 | $901.3K | 0.01% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 35,554 | $912.0K | 0.00% | +35,554 | New |
| Coastal Bridge Advisors, LLC | 35,688 | $915.4K | 0.06% | −2,000−5.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,711 | $916.0K | 0.00% | +5,500+18.2% | Added |
| Odyssean, LLC | 35,883 | $920.4K | 0.34% | +19,872+124.1% | Added |
| Two Sigma Investments, LP | 35,991 | $923.2K | 0.00% | +35,991 | New |
| Jefferies Financial Group Inc. | 36,143 | $927.1K | 0.01% | +19,612+118.6% | Added |
| Mercer Global Advisors Inc | 36,803 | $944.0K | 0.00% | −8,364−18.5% | Reduced |
| Mariner, LLC | 36,899 | $946.5K | 0.00% | +11,885+47.5% | Added |
| Jones Financial Companies LLLP | 38,276 | $948.1K | 0.00% | +24,267+173.2% | Added |
| Altshuler Shaham Ltd | 37,800 | $969.6K | 0.02% | +10,800+40.0% | Added |
| Miracle Mile Advisors, LLC | 38,218 | $980.3K | 0.01% | −2,253−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 41,047 | $1.05M | 0.00% | −2,806−6.4% | Reduced |
| Walleye Trading LLC | 41,238 | $1.06M | 0.02% | −57,732−58.3% | Reduced |
| GMT Capital Corp | 42,000 | $1.08M | 0.05% | +42,000 | New |
| Gsa Capital Partners LLP | 44,760 | $1.15M | 0.07% | +37,920+554.4% | Added |
| Manchester Capital Management LLC | 44,934 | $1.15M | 0.17% | +1,811+4.2% | Added |
| Nomura Holdings Inc | 45,062 | $1.16M | 0.01% | +363+0.8% | Added |
| Dark Forest Capital Management LP | 45,836 | $1.18M | 0.10% | −38,244−45.5% | Reduced |
| MetLife Investment Management | 47,530 | $1.22M | 0.01% | +639+1.4% | Added |
| TCI Wealth Advisors, Inc. | 48,389 | $1.24M | 0.07% | +4,000+9.0% | Added |
| Engineers Gate Manager LP | 48,714 | $1.25M | 0.02% | +28,604+142.2% | Added |
| Liontrust Investment Partners LLP | 52,013 | $1.33M | 0.02% | −19,511−27.3% | Reduced |
| Creative Planning | 53,914 | $1.38M | 0.00% | +8,524+18.8% | Added |
| Commonwealth Equity Services, LLC | 54,168 | $1.39M | 0.00% | +1,789+3.4% | Added |
| IMC-Chicago, LLC | 54,840 | $1.41M | 0.02% | +8,126+17.4% | Added |
| Havemeyer Place LP | 59,216 | $1.52M | 0.18% | +59,216 | New |
| SummitTX Capital, L.P. | 59,503 | $1.53M | 0.05% | −25,720−30.2% | Reduced |
| MML Investors Services, LLC | 63,435 | $1.63M | 0.00% | −12,255−16.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 67,525 | $1.73M | 0.01% | −152,526−69.3% | Reduced |
| Private Advisor Group, LLC | 68,054 | $1.75M | 0.01% | −3,269−4.6% | Reduced |
| Brevan Howard Capital Management LP | 69,342 | $1.78M | 0.02% | +69,342 | New |
| Legal & General Group Plc | 69,694 | $1.79M | 0.00% | −14,551−17.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 70,797 | $1.82M | 0.00% | +20,415+40.5% | Added |
| Winton Group Ltd | 75,900 | $1.95M | 0.07% | +75,900 | New |
| Congress Asset Management Co | 76,407 | $1.96M | 0.01% | +76,407 | New |
| Headlands Technologies LLC | 79,501 | $2.04M | 0.23% | +79,501 | New |
| Vanguard Asset Management, Ltd | 79,691 | $2.04M | 0.00% | +79,691 | New |
| Nordea Investment Management AB | 83,501 | $2.06M | 0.00% | −4,442−5.1% | Reduced |
| Deutsche Bank AG | 80,987 | $2.08M | 0.00% | +6,984+9.4% | Added |
| Bank of Montreal | 81,488 | $2.09M | 0.00% | −9,164−10.1% | Reduced |
| Algert Global LLC | 81,800 | $2.10M | 0.03% | +62,013+313.4% | Added |
| HRT Financial LP | 83,447 | $2.14M | 0.01% | +83,447 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 83,941 | $2.15M | 0.01% | +2,354+2.9% | Added |
| AQR Capital Management LLC | 86,669 | $2.22M | 0.00% | +26,360+43.7% | Added |
| Divisadero Street Capital Management, LP | 89,589 | $2.30M | 0.11% | −280,411−75.8% | Reduced |
| Raymond James Financial Inc | 93,020 | $2.39M | 0.00% | −542−0.6% | Reduced |
| Credit Agricole S A | 97,272 | $2.50M | 0.01% | −18,529−16.0% | Reduced |
| Price T Rowe Associates Inc | 97,604 | $2.50M | 0.00% | +17,225+21.4% | Added |
| PDT Partners, LLC | 100,041 | $2.57M | 0.15% | 00.0% | Unchanged |
| Man Group plc | 100,192 | $2.57M | 0.01% | +29,957+42.7% | Added |
| California State Teachers Retirement System | 100,693 | $2.58M | 0.00% | +17,675+21.3% | Added |
| LPL Financial LLC | 100,871 | $2.59M | 0.00% | −5,810−5.4% | Reduced |
| Neo Ivy Capital Management | 102,953 | $2.64M | 0.70% | −37,322−26.6% | Reduced |
| Quantinno Capital Management LP | 103,860 | $2.66M | 0.00% | +24,492+30.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 105,393 | $2.70M | 0.00% | −4,243−3.9% | Reduced |
| Quantbot Technologies LP | 106,086 | $2.72M | 0.11% | +35,776+50.9% | Added |
| Invesco Ltd. | 107,290 | $2.75M | 0.00% | +16,303+17.9% | Added |
| Rhumbline Advisers | 108,065 | $2.77M | 0.00% | −945−0.9% | Reduced |
| Banco Santander, S.A. | 109,300 | $2.80M | 0.02% | +68,777+169.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 115,008 | $2.95M | 0.00% | −1,093,193−90.5% | Reduced |
| Marex Group plc | 116,308 | $2.98M | 0.03% | −1,062,689−90.1% | Reduced |
| Holocene Advisors, LP | 134,934 | $3.46M | 0.01% | +125,892+1,392.3% | Added |
| JPMorgan Chase & Co | 152,062 | $3.68M | 0.00% | −258,546−63.0% | Reduced |
| Bank of Nova Scotia | 150,475 | $3.86M | 0.01% | +8,917+6.3% | Added |
| Wells Fargo & Company | 161,770 | $4.15M | 0.00% | −48,394−23.0% | Reduced |
| Qube Research & Technologies Ltd | 167,379 | $4.29M | 0.01% | +39,180+30.6% | Added |
| Alliancebernstein L.P. | 99,991 | $4.37M | 0.00% | +1,181+1.2% | Added |
| Swiss National Bank | 173,200 | $4.44M | 0.00% | +2,400+1.4% | Added |
| UBS Asset Management Americas Inc | 178,984 | $4.59M | 0.00% | +21,552+13.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 180,606 | $4.63M | 0.01% | −670,233−78.8% | Reduced |
| SG Americas Securities, LLC | 183,637 | $4.71M | 0.01% | −902,214−83.1% | Reduced |
| Nuveen, LLC | 188,344 | $4.83M | 0.00% | −1,288−0.7% | Reduced |
| Maxi Investments CY Ltd | 193,400 | $4.96M | 1.08% | 00.0% | Unchanged |