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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 41,238 | $1.06M | 0.02% | −57,732−58.3% | Reduced |
| Manufacturers Life Insurance Company, The | 41,047 | $1.05M | 0.00% | −2,806−6.4% | Reduced |
| Miracle Mile Advisors, LLC | 38,218 | $980.3K | 0.01% | −2,253−5.6% | Reduced |
| Altshuler Shaham Ltd | 37,800 | $969.6K | 0.02% | +10,800+40.0% | Added |
| Jones Financial Companies LLLP | 38,276 | $948.1K | 0.00% | +24,267+173.2% | Added |
| Mariner, LLC | 36,899 | $946.5K | 0.00% | +11,885+47.5% | Added |
| Mercer Global Advisors Inc | 36,803 | $944.0K | 0.00% | −8,364−18.5% | Reduced |
| Jefferies Financial Group Inc. | 36,143 | $927.1K | 0.01% | +19,612+118.6% | Added |
| Two Sigma Investments, LP | 35,991 | $923.2K | 0.00% | +35,991 | New |
| Odyssean, LLC | 35,883 | $920.4K | 0.34% | +19,872+124.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,711 | $916.0K | 0.00% | +5,500+18.2% | Added |
| Coastal Bridge Advisors, LLC | 35,688 | $915.4K | 0.06% | −2,000−5.3% | Reduced |
| Vanguard Global Advisers, LLC | 35,554 | $912.0K | 0.00% | +35,554 | New |
| SCS Capital Management LLC | 35,140 | $901.3K | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 33,405 | $856.8K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 30,910 | $792.8K | 0.01% | −3,948−11.3% | Reduced |
| Falcon Wealth Planning | 30,105 | $772.2K | 0.05% | −260−0.9% | Reduced |
| Caption Management, LLC | 30,000 | $769.5K | 0.04% | +15,000+100.0% | Added |
| Rare Wolf Capital LLC | 29,277 | $751.0K | 0.49% | +15,202+108.0% | Added |
| REX Advisers, LLC | 28,300 | $725.9K | 4.24% | +28,300 | New |
| Advisor Group Holdings, Inc. | 27,587 | $707.6K | 0.00% | −6,212−18.4% | Reduced |
| Intellectus Partners, LLC | 27,250 | $699.0K | 0.14% | +550+2.1% | Added |
| New York State Common Retirement Fund | 27,126 | $695.8K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 26,700 | $684.9K | 0.01% | +26,700 | New |
| Centiva Capital, LP | 26,180 | $671.5K | 0.03% | +10,993+72.4% | Added |
| Cetera Investment Advisers | 26,062 | $668.5K | 0.00% | +1,208+4.9% | Added |
| International Assets Investment Management, LLC | 26,059 | $660.9K | 0.05% | +5,755+28.3% | Added |
| WMG Financial Advisors, LLC | 25,727 | $659.9K | 0.28% | +8,265+47.3% | Added |
| Gemmer Asset Management LLC | 25,393 | $651.3K | 0.05% | +1,375+5.7% | Added |
| Bridgefront Capital, LLC | 25,038 | $642.2K | 0.16% | +25,038 | New |
| Vontobel Holding Ltd. | 24,935 | $639.6K | 0.00% | +3,680+17.3% | Added |
| Janus Henderson Group PLC | 24,722 | $634.0K | 0.00% | +3,241+15.1% | Added |
| Jain Global LLC | 24,542 | $629.5K | 0.01% | +24,542 | New |
| Natixis Advisors, L.P. | 24,119 | $619.0K | 0.00% | +5,135+27.0% | Added |
| Arizona State Retirement System | 24,050 | $616.9K | 0.00% | −305−1.3% | Reduced |
| Intech Investment Management LLC | 24,014 | $616.0K | 0.01% | −17,685−42.4% | Reduced |
| Bailard, Inc. | 23,910 | $613.3K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 23,800 | $610.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 23,145 | $593.7K | 0.01% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 22,947 | $588.6K | 0.07% | +9,432+69.8% | Added |
| State Board of Administration of Florida Retirement System | 21,350 | $547.6K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,291 | $546.1K | 0.00% | −6,854−24.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 20,915 | $536.5K | 0.00% | +20,915 | New |
| Skopos Labs, Inc. | 20,339 | $521.7K | 0.02% | +20,339 | New |
| Gator Capital Management, LLC | 20,000 | $513.0K | 0.11% | +20,000 | New |
| Ameriprise Financial Inc | 19,781 | $507.4K | 0.00% | −17,927−47.5% | Reduced |
| Leonteq Securities AG | 19,510 | $500.4K | 0.03% | +3,141+19.2% | Added |
| KLP Kapitalforvaltning AS | 19,300 | $495.0K | 0.00% | +800+4.3% | Added |
| Kestra Advisory Services, LLC | 18,763 | $481.3K | 0.00% | −9,042−32.5% | Reduced |
| Janney Montgomery Scott LLC | 18,643 | $478.0K | 0.00% | +5,532+42.2% | Added |
| Canada Pension Plan Investment Board | 18,300 | $469.4K | 0.00% | +7,200+64.9% | Added |
| Simplicity Wealth,LLC | 18,209 | $467.1K | 0.03% | −3,370−15.6% | Reduced |
| Shelton Capital Management | 18,000 | $461.7K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17,751 | $455.3K | 0.01% | −217−1.2% | Reduced |
| Aigen Investment Management, LP | 16,471 | $422.5K | 0.11% | +8,986+120.1% | Added |
| Prospera Financial Services Inc | 15,978 | $409.8K | 0.01% | +8,098+102.8% | Added |
| Royal Fund Management, LLC | 15,840 | $406.3K | 0.04% | −900−5.4% | Reduced |
| Russell Investments Group, Ltd. | 15,629 | $400.9K | 0.00% | +1,714+12.3% | Added |
| Kercheville Advisors, LLC | 15,000 | $384.8K | 0.12% | +10,000+200.0% | Added |
| Entropy Technologies, LP | 14,958 | $383.7K | 0.02% | +14,958 | New |
| JustInvest LLC | 14,939 | $383.2K | 0.00% | +2,600+21.1% | Added |
| Catalyst Funds Management Pty Ltd | 14,800 | $379.6K | 0.06% | +14,800 | New |
| Voya Investment Management LLC | 14,791 | $379.4K | 0.00% | −458−3.0% | Reduced |
| FMR LLC | 14,736 | $378.0K | 0.00% | +2,734+22.8% | Added |
| Rockefeller Capital Management L.P. | 14,595 | $374.4K | 0.00% | −2,721−15.7% | Reduced |
| Atom Investors LP | 14,546 | $373.1K | 0.03% | −38,148−72.4% | Reduced |
| Pictet Asset Management Holding SA | 14,528 | $372.6K | 0.00% | +1,018+7.5% | Added |
| Integrated Financial Solutions, Inc. | 14,510 | $372.2K | 0.26% | −1,000−6.4% | Reduced |
| Prudential Financial Inc | 13,630 | $349.6K | 0.00% | +8,285+155.0% | Added |
| Tudor Investment Corp Et Al | 13,507 | $346.5K | 0.00% | +13,507 | New |
| SEI Investments Co | 13,410 | $344.0K | 0.00% | +523+4.1% | Added |
| PFG Investments, LLC | 12,900 | $330.9K | 0.02% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 12,800 | $328.3K | 0.21% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,617 | $323.6K | 0.01% | +3,387+36.7% | Added |
| ProShare Advisors LLC | 12,495 | $320.5K | 0.00% | −3,085−19.8% | Reduced |
| Phoenix Holdings Ltd. | 12,312 | $315.6K | 0.00% | +3,830+45.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,897 | $305.0K | 0.00% | −10,961−48.0% | Reduced |
| Walleye Capital LLC | 11,815 | $303.1K | 0.00% | −137,954−92.1% | Reduced |
| Portman Square Capital LLP | 11,810 | $302.9K | 0.05% | +2,710+29.8% | Added |
| Capital Advantage, Inc. | 11,625 | $298.2K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 11,486 | $294.6K | 0.00% | −1,730−13.1% | Reduced |
| Pensionmark Financial Group, LLC | 11,184 | $286.9K | 0.00% | +1,258+12.7% | Added |
| Independent Financial Group, LLC | 11,009 | $282.4K | 0.01% | −80−0.7% | Reduced |
| US Bancorp | 10,313 | $264.5K | 0.00% | +669+6.9% | Added |
| Inspire Advisors, LLC | 9,850 | $252.7K | 0.02% | +2,108+27.2% | Added |
| Victory Capital Management Inc | 9,778 | $250.8K | 0.00% | +25+0.3% | Added |
| nVerses Capital, LLC | 9,383 | $240.7K | 0.22% | +9,383 | New |
| Galvin, Gaustad & Stein, LLC | 9,217 | $236.4K | 0.02% | +9,217 | New |
| Oppenheimer Asset Management Inc. | 9,123 | $234.0K | 0.00% | +358+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 8,953 | $229.6K | 0.00% | −917−9.3% | Reduced |
| Ami Asset Management Corp | 8,787 | $225.4K | 0.01% | −210−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,738 | $224.1K | 0.01% | −2,281−20.7% | Reduced |
| State of Wisconsin Investment Board | 8,559 | $219.5K | 0.00% | +3,861+82.2% | Added |
| Beacon Pointe Advisors, LLC | 8,401 | $215.5K | 0.00% | −300−3.4% | Reduced |
| Aquatic Capital Management LLC | 8,347 | $214.1K | 0.01% | −69,240−89.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,232 | $211.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8,085 | $207.4K | 0.03% | −1,333−14.2% | Reduced |
| Xponance, Inc. | 8,084 | $207.4K | 0.00% | +1,315+19.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 8,021 | $205.7K | 0.05% | +29+0.4% | Added |
| Los Angeles Capital Management LLC | 7,946 | $203.8K | 0.00% | −19,222−70.8% | Reduced |