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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 12 | $0 | 0.00% | +7+140.0% | Added |
| Strategic Wealth Partners, Ltd. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1 | $35 | 0.00% | +1 | New |
| Action Point Financial Planning, LLC | 1 | $35 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $70 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $71 | 0.00% | −1−33.3% | Reduced |
| WPG Advisers, LLC | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 2 | $71 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 3 | $107 | 0.00% | +3 | New |
| Investors Research Corp | 4 | $142 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $142 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $142 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 4 | $142 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $177 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $177 | 0.00% | +5 | New |
| Salem Investment Counselors Inc | 6 | $213 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 6 | $213 | 0.00% | +6 | New |
| Planning Strategies Inc. | 8 | $283 | 0.00% | +8 | New |
| Asset Dedication, LLC | 8 | $284 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 11 | $390 | 0.00% | −56−83.6% | Reduced |
| Quaker Wealth Management, LLC | 11 | $390 | 0.00% | −3−21.4% | Reduced |
| NBT Bank N A | 11 | $390 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 12 | $425 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $461 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $516 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 16 | $560 | 0.00% | +16 | New |
| Elequin Capital LP | 16 | $567 | 0.00% | −146−90.1% | Reduced |
| Sawyer & Company, Inc | 17 | $602 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 17 | $602 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $638 | 0.00% | −7−28.0% | Reduced |
| IMA Wealth, Inc. | 20 | $709 | 0.00% | +7+53.8% | Added |
| South State Corp. | 20 | $709 | 0.00% | +20 | New |
| Cornerstone Financial Management LLC | 20 | $709 | 0.00% | +20 | New |
| Silver Grove Financial Group, Inc. | 23 | $815 | 0.00% | +23 | New |
| JNBA Financial Advisors | 24 | $851 | 0.00% | +14+140.0% | Added |
| Hilton Head Capital Partners, LLC | 25 | $886 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 26 | $921 | 0.04% | −13−33.3% | Reduced |
| West Financial Advisors, LLC | 28 | $993 | 0.00% | +28 | New |
| Avion Wealth | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $1.03K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 29 | $1.03K | 0.00% | +14+93.3% | Added |
| N.E.W. Advisory Services LLC | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $1.45K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $1.52K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 50 | $1.77K | 0.00% | +26+108.3% | Added |
| Wolverine Asset Management LLC | 53 | $1.88K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 70 | $2.48K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 76 | $2.69K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 77 | $2.73K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 80 | $2.86K | 0.00% | −3−3.6% | Reduced |
| Global Retirement Partners, LLC | 87 | $3.08K | 0.00% | +87 | New |
| UMA Financial Services, Inc. | 97 | $3.44K | 0.00% | +4+4.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 99 | $3.52K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $3.54K | 0.00% | +100 | New |
| POM Investment Strategies, LLC | 105 | $3.72K | 0.00% | +105 | New |
| Pinnacle Wealth Planning Services, Inc. | 136 | $4.82K | 0.00% | +126+1,260.0% | Added |
| Bessemer Group Inc | 130 | $5.00K | 0.00% | +30+30.0% | Added |
| Adirondack Trust Co | 150 | $5.31K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 150 | $5.32K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 155 | $5.49K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 175 | $5.57K | 0.00% | +175 | New |
| Dogwood Wealth Management LLC | 165 | $5.85K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 176 | $6.17K | 0.00% | +176 | New |
| Triumph Capital Management | 200 | $7.09K | 0.00% | −12−5.7% | Reduced |
| Bryn Mawr Trust Co | 200 | $7.09K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $7.09K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $7.09K | 0.00% | +80+66.7% | Added |
| Massmutual Trust Co FSB | 204 | $7.23K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 210 | $7.44K | 0.00% | −85−28.8% | Reduced |
| Smartleaf Asset Management LLC | 212 | $7.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 223 | $7.90K | 0.00% | +223 | New |
| NBH Bank | 234 | $8.29K | 0.00% | +234 | New |
| Covestor Ltd | 252 | $9.00K | 0.01% | +139+123.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 256 | $9.07K | 0.00% | +3+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 301 | $10.7K | 0.00% | −257−46.1% | Reduced |
| EverSource Wealth Advisors, LLC | 316 | $11.2K | 0.00% | +212+203.8% | Added |
| Kemnay Advisory Services Inc. | 320 | $11.3K | 0.00% | −2,039−86.4% | Reduced |
| Ancora Advisors, LLC | 325 | $11.5K | 0.00% | −50−13.3% | Reduced |
| Quent Capital, LLC | 334 | $11.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 356 | $12.6K | 0.00% | −156−30.5% | Reduced |
| Y.D. More Investments Ltd | 370 | $13.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 385 | $13.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $14.2K | 0.00% | +399+39,900.0% | Added |
| Larson Financial Group LLC | 535 | $19.0K | 0.00% | −583−52.1% | Reduced |
| IFP Advisors, Inc | 558 | $19.8K | 0.00% | +152+37.4% | Added |
| Northwestern Mutual Wealth Management Co | 568 | $20.1K | 0.00% | −685−54.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 662 | $23.5K | 0.00% | +253+61.9% | Added |
| National Bank of Canada | 681 | $24.1K | 0.00% | +80+13.3% | Added |