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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 7,879 | $202.1K | 0.00% | +7,879 | New |
| TCG Advisory Services, LLC | 7,838 | $201.0K | 0.00% | +2,836+56.7% | Added |
| Ameritas Investment Partners, Inc. | 7,037 | $180.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 6,901 | $177.0K | 0.02% | +674+10.8% | Added |
| Royal Bank of Canada | 6,512 | $167.0K | 0.00% | −29,047−81.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,334 | $162.5K | 0.00% | −116−1.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 6,325 | $162.2K | 0.03% | +3,450+120.0% | Added |
| Public Employees Retirement Association of Colorado | 5,524 | $142.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,150 | $132.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,957 | $127.1K | 0.00% | +4,357+726.2% | Added |
| Advisory Services Network, LLC | 4,654 | $119.4K | 0.00% | −553−10.6% | Reduced |
| Harbour Investments, Inc. | 4,341 | $111.3K | 0.00% | −5,941−57.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,885 | $99.7K | 0.00% | +1,186+43.9% | Added |
| Farther Finance Advisors, LLC | 3,573 | $90.6K | 0.00% | +1,846+106.9% | Added |
| KBC Group NV | 3,510 | $90.0K | 0.00% | +1,097+45.5% | Added |
| Acadian Asset Management LLC | 3,399 | $87.0K | 0.00% | +3,399 | New |
| Federation des caisses Desjardins du Quebec | 3,110 | $79.8K | 0.00% | +925+42.3% | Added |
| Nisa Investment Advisors, LLC | 2,886 | $74.0K | 0.00% | −6,859−70.4% | Reduced |
| CWM, LLC | 2,705 | $69.4K | 0.00% | −738−21.4% | Reduced |
| Orion Capital Management LLC | 2,700 | $69.3K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2,605 | $66.8K | 0.02% | +2,605 | New |
| Westside Investment Management, Inc. | 2,500 | $64.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 2,359 | $60.5K | 0.01% | +2,153+1,045.1% | Added |
| Versant Capital Management, Inc | 2,293 | $58.8K | 0.01% | +1,886+463.4% | Added |
| GAMMA Investing LLC | 2,173 | $55.7K | 0.00% | +361+19.9% | Added |
| Holos Integrated Wealth LLC | 2,041 | $54.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,000 | $51.3K | 0.00% | +2,000 | New |
| Rakuten Securities, Inc. | 1,953 | $50.1K | 0.02% | −2,251−53.5% | Reduced |
| Geneos Wealth Management Inc. | 1,842 | $47.2K | 0.00% | +1,350+274.4% | Added |
| Allworth Financial LP | 1,821 | $46.7K | 0.00% | +215+13.4% | Added |
| Asset Management One Co.,Ltd. | 1,803 | $46.2K | 0.00% | +39+2.2% | Added |
| Clearstead Advisors, LLC | 1,500 | $38.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,456 | $37.3K | 0.00% | +233+19.1% | Added |
| Anfield Capital Management, LLC | 1,416 | $36.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,253 | $32.1K | 0.00% | +673+116.0% | Added |
| Quadrant Capital Group LLC | 1,135 | $29.1K | 0.00% | +844+290.0% | Added |
| Osbon Capital Management LLC | 1,129 | $29.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,118 | $28.7K | 0.00% | −10,583−90.4% | Reduced |
| Bogart Wealth, LLC | 1,061 | $27.2K | 0.00% | +61+6.1% | Added |
| Eurizon Capital SGR S.p.A. | 1,072 | $26.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,015 | $26.1K | 0.00% | +68+7.2% | Added |
| Schroder Investment Management Group | 756 | $18.3K | 0.00% | +756 | New |
| National Bank of Canada | 601 | $15.4K | 0.00% | +123+25.7% | Added |
| Sterling Capital Management LLC | 558 | $14.3K | 0.00% | −7−1.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 512 | $13.1K | 0.00% | +76+17.4% | Added |
| Bank of Jackson Hole Trust | 414 | $10.6K | 0.01% | +258+165.4% | Added |
| Steward Partners Investment Advisory, LLC | 409 | $10.5K | 0.00% | −610−59.9% | Reduced |
| IFP Advisors, Inc | 406 | $10.4K | 0.00% | +15+3.8% | Added |
| GWM Advisors LLC | 385 | $9.88K | 0.00% | −25−6.1% | Reduced |
| Ancora Advisors, LLC | 375 | $9.62K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 370 | $9.49K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $8.75K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 334 | $8.57K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 329 | $8.44K | 0.00% | +132+67.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $7.70K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $7.70K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 295 | $7.57K | 0.00% | −1,186−80.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 253 | $6.49K | 0.00% | −18,070−98.6% | Reduced |
| Triumph Capital Management | 212 | $5.44K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 204 | $5.23K | 0.00% | −20−8.9% | Reduced |
| Smartleaf Asset Management LLC | 212 | $5.16K | 0.00% | −55−20.6% | Reduced |
| Bryn Mawr Trust Co | 200 | $5.13K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $5.13K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $5.07K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 150 | $4.93K | 0.01% | 00.0% | Unchanged |
| Mosley Wealth Management | 86 | $4.37K | 0.00% | +86 | New |
| SRS Capital Advisors, Inc. | 167 | $4.28K | 0.00% | +60+56.1% | Added |
| Dogwood Wealth Management LLC | 165 | $4.23K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 162 | $4.16K | 0.00% | −311−65.8% | Reduced |
| AdvisorNet Financial, Inc | 155 | $3.98K | 0.00% | +5+3.3% | Added |
| Adirondack Trust Co | 150 | $3.85K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 137 | $3.52K | 0.00% | +123+878.6% | Added |
| Golden State Equity Partners | 135 | $3.46K | 0.00% | +135 | New |
| Rothschild Investment LLC | 120 | $3.08K | 0.00% | +10+9.1% | Added |
| Covestor Ltd | 113 | $3.00K | 0.00% | −88−43.8% | Reduced |
| Bessemer Group Inc | 100 | $3.00K | 0.00% | −65−39.4% | Reduced |
| Hanson & Doremus Investment Management | 125 | $3.00K | 0.00% | +125 | New |
| EverSource Wealth Advisors, LLC | 104 | $2.67K | 0.00% | −57−35.4% | Reduced |
| Heritage Wealth Advisors | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $2.56K | 0.00% | +100 | New |
| Wealth Enhancement Trust Services, Inc. | 99 | $2.55K | 0.00% | +99 | New |
| Rossby Financial, LCC | 100 | $2.54K | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 93 | $2.39K | 0.00% | +93 | New |
| Gill Capital Partners, LLC | 90 | $2.31K | 0.00% | +90 | New |
| TD Waterhouse Canada Inc. | 83 | $2.10K | 0.00% | +27+48.2% | Added |
| Centerpoint Advisors, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 77 | $1.98K | 0.00% | −35−31.3% | Reduced |
| Key Capital Management, INC | 76 | $1.95K | 0.00% | +76 | New |
| Steigerwald, Gordon & Koch Inc. | 70 | $1.80K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 68 | $1.74K | 0.00% | +68 | New |
| Toronto Dominion Bank | 67 | $1.71K | 0.00% | +61+1,016.7% | Added |
| Wolverine Asset Management LLC | 53 | $1.36K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 39 | $1.29K | 0.04% | +13+50.0% | Added |
| Prestige Wealth Management Group LLC | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 50 | $1.28K | 0.00% | +6+13.6% | Added |
| YANKCOM Partnership | 48 | $1.23K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $1.10K | 0.00% | 00.0% | Unchanged |