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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.

Q2 2026 vs. Q1 2026

How the institutions holding Upstart Holdings, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of UPST: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders3404370+34
Shares56.6M49.2K58.4M+1.84M (+3.3%)
Value$1.45B$1.26M$2.07B+$617.0M (+42.5%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Upstart Holdings, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to UPST in Q2 2026
InstitutionSharesValue% of portfolio
Hidden Lake Asset Management LP281,614$9.98M6.80%
Alberta Investment Management Corp238,800$8.46M0.05%
Blue Jean Financial LLC103,049$3.65M2.54%
Norges Bank93,959$3.33M0.00%
Edgestream Partners, L.P.82,146$2.91M0.09%
Quadrature Capital Ltd76,342$2.70M0.02%
ExodusPoint Capital Management, LP75,579$2.68M0.02%
Lighthouse Investment Partners, LLC69,043$2.45M0.08%
CenterBook Partners LP67,318$2.39M0.12%
CI Private Wealth, LLC58,528$2.07M0.00%
State of New Jersey Common Pension Fund D37,587$1.33M0.00%
Jupiter Topco LLC36,427$1.29M0.00%
XTX Topco Ltd36,313$1.29M0.02%
LuminArx Capital Management LP–$1.23M0.57%
Qsemble Capital Management, LP28,317$1.00M0.13%
Polymer Capital Management (US) LLC26,590$942.1K0.14%
Group One Trading, L.P.26,371$934.3K0.03%
Perigon Wealth Management, LLC26,276$931.0K0.01%
Mangrove Partners22,153$784.9K0.05%
J. Safra Sarasin Holding AG19,607$694.9K0.01%
Simplex Trading, LLC18,575$658.1K0.02%
Mirabella Financial Services LLP13,563$480.5K0.05%
Virginia Retirement Systems Et Al12,000$425.2K0.00%
Optiver Holding B.V.11,888$421.2K0.01%
Amundi9,831$348.3K0.00%
Greenwich Wealth Management LLC9,091$322.0K0.01%
Fox Run Management, L.L.C.8,575$303.8K0.05%
Freestone Grove Partners LP8,473$300.2K0.00%
Merit Financial Group, LLC7,871$278.9K0.00%
Venture Visionary Partners LLC7,205$255.3K0.01%
Two Sigma Securities, LLC7,196$255.0K0.02%
Sequoia Financial Advisors, LLC7,174$254.2K0.00%
Truist Financial Corp6,905$244.6K0.00%
Symmetry Partners, LLC6,793$240.7K0.01%
Wealth Enhancement Advisory Services, LLC7,338$240.3K0.00%
CWM Advisors, LLC6,722$238.2K0.01%
PCM Encore, LLC6,648$235.5K0.04%
Principal Financial Group Inc6,544$231.9K0.00%
Jump Financial, LLC6,452$228.6K0.00%
Sanctuary Advisors, LLC6,418$227.4K0.00%
Wealthfront Advisers LLC6,385$226.2K0.00%
Synergy Financial Group, LTD6,374$225.8K0.16%
Neuberger Berman Group LLC6,366$225.5K0.00%
CAPROCK Group, Inc.6,360$225.3K0.00%
Abel Hall, LLC6,354$225.1K0.04%
Swiss Life Asset Management Ltd6,185$219.1K0.00%
Occudo Quantitative Strategies LP6,011$213.0K0.01%
Keeler & Nadler Financial Planning & Wealth Management6,007$212.8K0.06%
Traynor Capital Management, Inc.5,967$211.4K0.01%
FORA Capital, LLC5,716$202.5K0.01%
EMC Capital Management6,600$194.0K0.08%
Mitsubishi UFJ Trust & Banking Corp3,920$138.9K0.00%
Nykredit A/S3,484$123.4K0.00%
Ameritas Advisory Services, LLC3,123$110.6K0.00%
FNY Investment Advisers, LLC2,199$77.0K0.03%
Compagnie Lombard Odier SCmA1,300$46.1K0.00%
Clear Street Markets LLC743$26.3K0.01%
NBH Bank234$8.29K0.00%
Quarry LP223$7.90K0.00%
Fulcrum Asset Management LLP176$6.17K0.00%
Allied Private Wealth LLC175$5.57K0.00%
POM Investment Strategies, LLC105$3.72K0.00%
Spire Wealth Management100$3.54K0.00%
Global Retirement Partners, LLC87$3.08K0.00%
West Financial Advisors, LLC28$9930.00%
Silver Grove Financial Group, Inc.23$8150.00%
South State Corp.20$7090.00%
Cornerstone Financial Management LLC20$7090.00%
Manning & Napier Advisors LLC16$5600.00%
Planning Strategies Inc.8$2830.00%
McDonald Partners LLC6$2130.00%
Stone House Investment Management, LLC5$1770.00%
NorthAvenue LLC4$1420.00%
JPL Wealth Management, LLC3$1070.00%
Strive Financial Group ,LLC2$710.00%
Continuum Advisory, LLC1$350.00%
Action Point Financial Planning, LLC1$350.00%

Sold out (43)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of UPST in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Kadensa Capital Ltd589,871$15.1M
Catalytic Wealth RIA, LLC344,646$8.84M
D. E. Shaw & Co., Inc.267,076$6.85M
Voloridge Investment Management, LLC215,345$5.52M
Connor, Clark & Lunn Investment Management Ltd.180,606$4.63M
Qube Research & Technologies Ltd167,379$4.29M
Neo Ivy Capital Management102,953$2.64M
PDT Partners, LLC100,041$2.57M
Nordea Investment Management AB83,501$2.06M
Congress Asset Management Co76,407$1.96M
Liontrust Investment Partners LLP52,013$1.33M
REX Advisers, LLC28,300$725.9K
Bridgefront Capital, LLC25,038$642.2K
Aigen Investment Management, LP16,471$422.5K
Catalyst Funds Management Pty Ltd14,800$379.6K
Atom Investors LP14,546$373.1K
Integrated Financial Solutions, Inc.14,510$372.2K
Tudor Investment Corp Et Al13,507$346.5K
Graham Capital Management, L.P.12,617$323.6K
Advisors Asset Management, Inc.11,486$294.6K
nVerses Capital, LLC9,383$240.7K
Acadian Asset Management LLC3,399$87.0K
Twin Peaks Wealth Advisors, LLC2,605$66.8K
Quadrant Capital Group LLC1,135$29.1K
Bank of Jackson Hole Trust414$10.6K
Broadwater Capital Management LLC200$8.75K
Root Financial Partners, LLC329$8.44K
Sound Income Strategies, LLC200$5.07K
MAI Capital Management137$3.52K
Golden State Equity Partners135$3.46K
Hanson & Doremus Investment Management125$3.00K
Rossby Financial, LCC100$2.54K
Gill Capital Partners, LLC90$2.31K
Centerpoint Advisors, LLC75$2.00K
Vanguard National Trust Co68$1.74K
Financial Freedom, LLC50$1.28K
YANKCOM Partnership48$1.23K
Cullen/Frost Bankers, Inc.37$949
Missouri Trust & Investment Co22$564
Silicon Valley Capital Partners10$257
Curio Wealth, LLC6$154
MBM Wealth Consultants, LLC5$128
Dunhill Financial, LLC1$47

Not filed for Q2 2026 yet (4)

Institutions that held Upstart Holdings, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPST in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC24,722$634.0K
Skopos Labs, Inc.20,339$521.7K
CWM, LLC2,705$69.4K
Anfield Capital Management, LLC1,416$36.3K