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, Q2 2026
Institutional positions in Upstart Holdings, Inc. as of Jun 30, 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
- 370
- +34 vs. Q1 2026
- Shares held
- 58.4M
- +1.84M (+3.3%) vs. Q1 2026
- Total value
- $2.07B
- +$617.0M (+42.5%) vs. Q1 2026
- New holders
- 77
- 121 more added
- Sold out
- 43
- 100 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,878,717 | $279.1M | 0.00% | +475,638+6.4% | Added |
| Vanguard Portfolio Management LLC | 3,739,758 | $132.5M | 0.01% | −3,783−0.1% | Reduced |
| Vanguard Capital Management LLC | 3,698,553 | $131.0M | 0.00% | −53,497−1.4% | Reduced |
| Morgan Stanley | 2,414,712 | $85.6M | 0.00% | −1,560,347−39.3% | Reduced |
| Goldman Sachs Group Inc | 2,395,222 | $84.9M | 0.01% | +835,736+53.6% | Added |
| Marshall Wace, LLP | 2,370,690 | $84.0M | 0.07% | −909,420−27.7% | Reduced |
| Geode Capital Management, LLC | 2,228,631 | $79.0M | 0.00% | +104,553+4.9% | Added |
| State Street Corp | 2,118,467 | $75.1M | 0.00% | +65,381+3.2% | Added |
| Clear Street Group Inc. | 1,829,063 | $64.8M | 0.21% | +273,857+17.6% | Added |
| Halter Ferguson Financial Inc. | 1,748,119 | $61.9M | 10.08% | +280,759+19.1% | Added |
| Bank of America Corp | 1,512,356 | $53.6M | 0.00% | +1,006,378+198.9% | Added |
| UBS Group AG | 1,503,436 | $53.3M | 0.01% | +621,569+70.5% | Added |
| Citigroup Inc | 1,135,682 | $40.2M | 0.02% | +329,341+40.8% | Added |
| Barclays PLC | 1,128,975 | $40.0M | 0.01% | −143,311−11.3% | Reduced |
| Baillie Gifford & Co | 1,083,157 | $38.4M | 0.03% | −25,138−2.3% | Reduced |
| Dimensional Fund Advisors LP | 1,059,769 | $37.5M | 0.01% | +36,989+3.6% | Added |
| Citadel Advisors LLC | 955,585 | $33.9M | 0.02% | +324,423+51.4% | Added |
| Susquehanna International Group, LLP | 920,253 | $32.6M | 0.03% | +594,147+182.2% | Added |
| Point72 Asset Management, L.P. | 885,159 | $31.4M | 0.05% | +129,099+17.1% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $30.9M | 0.06% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 800,994 | $28.4M | 0.20% | −45,785−5.4% | Reduced |
| Northern Trust Corp | 785,102 | $27.8M | 0.00% | +26,215+3.5% | Added |
| Charles Schwab Investment Management Inc | 765,281 | $27.1M | 0.00% | +109,263+16.7% | Added |
| Millennium Management LLC | 764,847 | $27.1M | 0.02% | +96,783+14.5% | Added |
| FMR LLC | 706,548 | $25.0M | 0.00% | +691,812+4,694.7% | Added |
| Vanguard Fiduciary Trust Co | 603,257 | $21.4M | 0.00% | +5,947+1.0% | Added |
| Balyasny Asset Management LLC | 556,759 | $19.7M | 0.04% | −312,657−36.0% | Reduced |
| HRT Financial LP | 458,072 | $16.2M | 0.03% | +374,625+448.9% | Added |
| Walleye Capital LLC | 449,131 | $15.9M | 0.08% | +437,316+3,701.4% | Added |
| First Trust Advisors LP | 379,056 | $13.4M | 0.01% | +5,601+1.5% | Added |
| Pathstone Holdings, LLC | 335,278 | $11.9M | 0.03% | −2,009−0.6% | Reduced |
| Squarepoint Ops LLC | 330,114 | $11.7M | 0.02% | −201,273−37.9% | Reduced |
| Fred Alger Management, LLC | 303,325 | $10.7M | 0.04% | −256,200−45.8% | Reduced |
| Hidden Lake Asset Management LP | 281,614 | $9.98M | 6.80% | +281,614 | New |
| Bank of New York Mellon Corp | 273,245 | $9.68M | 0.00% | +5,904+2.2% | Added |
| Nuveen, LLC | 268,547 | $9.51M | 0.00% | +80,203+42.6% | Added |
| Alberta Investment Management Corp | 238,800 | $8.46M | 0.05% | +238,800 | New |
| BNP Paribas Arbitrage, SA | 236,584 | $8.38M | 0.00% | +20,061+9.3% | Added |
| HSBC Holdings PLC | 199,978 | $7.19M | 0.00% | −88,066−30.6% | Reduced |
| IMC-Chicago, LLC | 194,041 | $6.87M | 0.06% | +139,201+253.8% | Added |
| Maxi Investments CY Ltd | 193,400 | $6.85M | 1.39% | 00.0% | Unchanged |
| Wells Fargo & Company | 180,219 | $6.39M | 0.00% | +18,449+11.4% | Added |
| Swiss National Bank | 166,600 | $5.90M | 0.00% | −6,600−3.8% | Reduced |
| Gator Capital Management, LLC | 161,490 | $5.72M | 1.23% | +141,490+707.4% | Added |
| Quantinno Capital Management LP | 149,415 | $5.29M | 0.01% | +45,555+43.9% | Added |
| Credit Agricole S A | 142,075 | $5.03M | 0.01% | +44,803+46.1% | Added |
| LPL Financial LLC | 141,638 | $5.02M | 0.00% | +40,767+40.4% | Added |
| UBS Asset Management Americas Inc | 138,692 | $4.91M | 0.00% | −40,292−22.5% | Reduced |
| Raymond James Financial Inc | 133,840 | $4.74M | 0.00% | +40,820+43.9% | Added |
| JPMorgan Chase & Co | 121,448 | $4.39M | 0.00% | −30,614−20.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 120,137 | $4.26M | 0.01% | +5,129+4.5% | Added |
| Bank of Nova Scotia | 119,894 | $4.25M | 0.01% | −30,581−20.3% | Reduced |
| Price T Rowe Associates Inc | 118,603 | $4.20M | 0.00% | +20,999+21.5% | Added |
| Schonfeld Strategic Advisors LLC | 114,975 | $4.07M | 0.02% | +47,450+70.3% | Added |
| Invesco Ltd. | 114,816 | $4.07M | 0.00% | +7,526+7.0% | Added |
| Headlands Technologies LLC | 113,300 | $4.01M | 0.43% | +33,799+42.5% | Added |
| Rhumbline Advisers | 110,510 | $3.92M | 0.00% | +2,445+2.3% | Added |
| AQR Capital Management LLC | 110,446 | $3.91M | 0.00% | +23,777+27.4% | Added |
| MML Investors Services, LLC | 106,965 | $3.79M | 0.01% | +43,530+68.6% | Added |
| Blue Jean Financial LLC | 103,049 | $3.65M | 2.54% | +103,049 | New |
| Walleye Trading LLC | 101,926 | $3.61M | 0.05% | +60,688+147.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 95,836 | $3.40M | 0.00% | −9,557−9.1% | Reduced |
| Deutsche Bank AG | 95,554 | $3.39M | 0.00% | +14,567+18.0% | Added |
| California State Teachers Retirement System | 95,138 | $3.37M | 0.00% | −5,555−5.5% | Reduced |
| Norges Bank | 93,959 | $3.33M | 0.00% | +93,959 | New |
| Banco Santander, S.A. | 92,280 | $3.27M | 0.02% | −17,020−15.6% | Reduced |
| Bank of Montreal | 88,698 | $3.14M | 0.00% | +7,210+8.8% | Added |
| Creative Planning | 88,554 | $3.14M | 0.00% | +34,640+64.3% | Added |
| Vanguard Asset Management, Ltd | 86,987 | $3.08M | 0.00% | +7,296+9.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 85,480 | $3.03M | 0.01% | +1,539+1.8% | Added |
| Edgestream Partners, L.P. | 82,146 | $2.91M | 0.09% | +82,146 | New |
| Odyssean, LLC | 80,393 | $2.85M | 0.46% | +44,510+124.0% | Added |
| Trexquant Investment LP | 79,739 | $2.83M | 0.02% | −146,458−64.7% | Reduced |
| Private Advisor Group, LLC | 77,236 | $2.74M | 0.01% | +9,182+13.5% | Added |
| Brevan Howard Capital Management LP | 76,908 | $2.72M | 0.04% | +7,566+10.9% | Added |
| Quadrature Capital Ltd | 76,342 | $2.70M | 0.02% | +76,342 | New |
| ExodusPoint Capital Management, LP | 75,579 | $2.68M | 0.02% | +75,579 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 74,260 | $2.63M | 0.00% | +3,463+4.9% | Added |
| Jefferies Financial Group Inc. | 73,206 | $2.59M | 0.02% | +37,063+102.5% | Added |
| Legal & General Group Plc | 73,072 | $2.59M | 0.00% | +3,378+4.8% | Added |
| PEAK6 LLC | 72,871 | $2.58M | 0.06% | −169,159−69.9% | Reduced |
| Alliancebernstein L.P. | 100,007 | $2.57M | 0.00% | +160.0% | Added |
| Marex Group plc | 70,214 | $2.49M | 0.02% | −46,094−39.6% | Reduced |
| Lighthouse Investment Partners, LLC | 69,043 | $2.45M | 0.08% | +69,043 | New |
| Divisadero Street Capital Management, LP | 67,461 | $2.39M | 0.06% | −22,128−24.7% | Reduced |
| CenterBook Partners LP | 67,318 | $2.39M | 0.12% | +67,318 | New |
| Aquatic Capital Management LLC | 64,545 | $2.29M | 0.08% | +56,198+673.3% | Added |
| Manchester Capital Management LLC | 63,072 | $2.23M | 0.29% | +18,138+40.4% | Added |
| Man Group plc | 61,239 | $2.17M | 0.00% | −38,953−38.9% | Reduced |
| CI Private Wealth, LLC | 58,528 | $2.07M | 0.00% | +58,528 | New |
| Commonwealth Equity Services, LLC | 58,145 | $2.06M | 0.00% | +3,977+7.3% | Added |
| Holocene Advisors, LP | 54,553 | $1.93M | 0.00% | −80,381−59.6% | Reduced |
| TCI Wealth Advisors, Inc. | 52,706 | $1.87M | 0.08% | +4,317+8.9% | Added |
| Gsa Capital Partners LLP | 50,765 | $1.80M | 0.11% | +6,005+13.4% | Added |
| MetLife Investment Management | 50,045 | $1.77M | 0.01% | +2,515+5.3% | Added |
| SummitTX Capital, L.P. | 48,844 | $1.73M | 0.05% | −10,659−17.9% | Reduced |
| Mariner, LLC | 46,970 | $1.66M | 0.00% | +10,071+27.3% | Added |
| Entropy Technologies, LP | 45,451 | $1.61M | 0.06% | +30,493+203.9% | Added |
| Havemeyer Place LP | 45,013 | $1.59M | 0.16% | −14,203−24.0% | Reduced |
| Manufacturers Life Insurance Company, The | 43,957 | $1.56M | 0.00% | +2,910+7.1% | Added |