Upstart Holdings, Inc.

UPST

Exchange: Nasdaq
Industry: Finance Services
SEC CIK: 0001647639

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2026: 370 institutions

Value heldQ2 2026: $2.07B

Institutions holding UPST and their total value by quarter
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.

Institutions holding UPST in Q2 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