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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 41 | $1.05K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $1.00K | 0.00% | −12−19.0% | Reduced |
| Forum Finance Group S.A. | 50 | $1.00K | 0.00% | +50 | New |
| Cullen/Frost Bankers, Inc. | 37 | $949 | 0.00% | −346−90.3% | Reduced |
| N.E.W. Advisory Services LLC | 34 | $872 | 0.00% | −136−80.0% | Reduced |
| Bell Investment Advisors, Inc | 29 | $744 | 0.00% | −11−27.5% | Reduced |
| Assetmark, Inc | 25 | $641 | 0.00% | −2−7.4% | Reduced |
| Hilton Head Capital Partners, LLC | 25 | $641 | 0.00% | +25 | New |
| Essential Partners LLC | 24 | $616 | 0.00% | +1+4.3% | Added |
| Missouri Trust & Investment Co | 22 | $564 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $562 | 0.00% | +2+12.5% | Added |
| Sawyer & Company, Inc | 17 | $436 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 17 | $435 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $385 | 0.00% | −5−25.0% | Reduced |
| Quaker Wealth Management, LLC | 14 | $360 | 0.00% | +14 | New |
| True Wealth Design, LLC | 13 | $334 | 0.00% | −56−81.2% | Reduced |
| IMA Wealth, Inc. | 13 | $333 | 0.00% | −3−18.8% | Reduced |
| Fairscale Capital, LLC | 12 | $308 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11 | $282 | 0.00% | +11 | New |
| Pinnacle Wealth Planning Services, Inc. | 10 | $257 | 0.00% | −798−98.8% | Reduced |
| JNBA Financial Advisors | 10 | $257 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $257 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $206 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 6 | $154 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $154 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 5 | $128 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5 | $128 | 0.00% | +5 | New |
| Addison Advisors LLC | 4 | $103 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $103 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $103 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 3 | $77 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 2 | $51 | 0.00% | −5−71.4% | Reduced |
| WPG Advisers, LLC | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $47 | 0.00% | −1−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $26 | 0.00% | −12−92.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1 | $26 | 0.00% | −10−90.9% | Reduced |
| Huntington National Bank | 1 | $26 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $26 | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −5,011,809−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −882,231−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −489,219−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −487,060−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −421,373−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −316,586−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −238,163−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −211,152−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −172,305−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −112,292−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −110,688−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −74,700−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −69,020−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −66,393−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −56,894−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −48,545−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −48,172−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −39,950−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −36,446−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −31,817−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −30,520−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −26,841−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,756−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −23,490−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −23,450−100.0% | Sold out |
| Campbell Newman Asset Management Inc | 0 | $0 | 0.00% | −21,045−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −21,003−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −17,189−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,318−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,719−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,068−100.0% | Sold out |
| Firsthand Capital Management, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,390−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,376−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −9,295−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −8,889−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −8,032−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −7,829−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −7,719−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −7,304−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| SLT Holdings LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −6,767−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,830−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,740−100.0% | Sold out |
| PCM Encore, LLC | 0 | $0 | 0.00% | −6,652−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −6,532−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −6,233−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −6,007−100.0% | Sold out |
| Keeler & Nadler Financial Planning & Wealth Management | 0 | $0 | 0.00% | −6,007−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −5,961−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,670−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −5,332−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Prakash Investment Advisors LLC | 0 | $0 | 0.00% | −5,235−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |