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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 743 | $26.3K | 0.01% | +743 | New |
| Schroder Investment Management Group | 756 | $26.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 844 | $29.9K | 0.00% | −7,102−89.4% | Reduced |
| Signaturefd, LLC | 869 | $30.8K | 0.00% | −587−40.3% | Reduced |
| Parallel Advisors, LLC | 937 | $33.2K | 0.00% | −78−7.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,072 | $37.6K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1,129 | $40.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,300 | $46.1K | 0.00% | +1,300 | New |
| Asset Management One Co.,Ltd. | 1,344 | $47.6K | 0.00% | −459−25.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,374 | $48.7K | 0.01% | −4,951−78.3% | Reduced |
| Bogart Wealth, LLC | 1,610 | $57.0K | 0.00% | +549+51.7% | Added |
| SRS Capital Advisors, Inc. | 1,622 | $57.5K | 0.00% | +1,455+871.3% | Added |
| Geneos Wealth Management Inc. | 1,842 | $65.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,886 | $66.8K | 0.02% | −67−3.4% | Reduced |
| Holos Integrated Wealth LLC | 2,041 | $67.5K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,000 | $70.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,096 | $74.3K | 0.00% | +275+15.1% | Added |
| FNY Investment Advisers, LLC | 2,199 | $77.0K | 0.03% | +2,199 | New |
| GAMMA Investing LLC | 2,174 | $77.0K | 0.00% | +10.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,185 | $77.4K | 0.00% | −925−29.7% | Reduced |
| Westside Investment Management, Inc. | 2,450 | $86.8K | 0.01% | −50−2.0% | Reduced |
| Clearstead Advisors, LLC | 2,513 | $89.0K | 0.00% | +1,013+67.5% | Added |
| Orion Capital Management LLC | 2,700 | $95.7K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,881 | $102.1K | 0.00% | −5−0.2% | Reduced |
| Versant Capital Management, Inc | 2,905 | $102.9K | 0.01% | +612+26.7% | Added |
| Tower Research Capital LLC (TRC) | 2,951 | $104.6K | 0.00% | −5,787−66.2% | Reduced |
| Ameritas Advisory Services, LLC | 3,123 | $110.6K | 0.00% | +3,123 | New |
| Mosley Wealth Management | 3,176 | $112.5K | 0.04% | +3,090+3,593.0% | Added |
| The PNC Financial Services Group, Inc. | 3,245 | $115.0K | 0.00% | −640−16.5% | Reduced |
| Harbour Investments, Inc. | 3,345 | $118.5K | 0.00% | −996−22.9% | Reduced |
| Farther Finance Advisors, LLC | 3,426 | $121.4K | 0.00% | −147−4.1% | Reduced |
| Nykredit A/S | 3,484 | $123.4K | 0.00% | +3,484 | New |
| KBC Group NV | 3,510 | $124.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,920 | $138.9K | 0.00% | +3,920 | New |
| Advisory Services Network, LLC | 4,775 | $169.2K | 0.00% | +121+2.6% | Added |
| Fifth Third Bancorp | 4,974 | $176.2K | 0.00% | +17+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 5,315 | $188.3K | 0.02% | −2,770−34.3% | Reduced |
| Ensign Peak Advisors, Inc | 5,400 | $191.3K | 0.00% | +250+4.9% | Added |
| EMC Capital Management | 6,600 | $194.0K | 0.08% | +6,600 | New |
| Public Employees Retirement Association of Colorado | 5,524 | $196.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 5,716 | $202.5K | 0.01% | +5,716 | New |
| SG Americas Securities, LLC | 5,741 | $203.0K | 0.00% | −177,896−96.9% | Reduced |
| Traynor Capital Management, Inc. | 5,967 | $211.4K | 0.01% | +5,967 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $212.8K | 0.06% | +6,007 | New |
| Occudo Quantitative Strategies LP | 6,011 | $213.0K | 0.01% | +6,011 | New |
| Swiss Life Asset Management Ltd | 6,185 | $219.1K | 0.00% | +6,185 | New |
| Abel Hall, LLC | 6,354 | $225.1K | 0.04% | +6,354 | New |
| CAPROCK Group, Inc. | 6,360 | $225.3K | 0.00% | +6,360 | New |
| Neuberger Berman Group LLC | 6,366 | $225.5K | 0.00% | +6,366 | New |
| Synergy Financial Group, LTD | 6,374 | $225.8K | 0.16% | +6,374 | New |
| Wealthfront Advisers LLC | 6,385 | $226.2K | 0.00% | +6,385 | New |
| Sanctuary Advisors, LLC | 6,418 | $227.4K | 0.00% | +6,418 | New |
| Jump Financial, LLC | 6,452 | $228.6K | 0.00% | +6,452 | New |
| Principal Financial Group Inc | 6,544 | $231.9K | 0.00% | +6,544 | New |
| PCM Encore, LLC | 6,648 | $235.5K | 0.04% | +6,648 | New |
| CWM Advisors, LLC | 6,722 | $238.2K | 0.01% | +6,722 | New |
| Wealth Enhancement Advisory Services, LLC | 7,338 | $240.3K | 0.00% | +7,338 | New |
| Symmetry Partners, LLC | 6,793 | $240.7K | 0.01% | +6,793 | New |
| Truist Financial Corp | 6,905 | $244.6K | 0.00% | +6,905 | New |
| Sequoia Financial Advisors, LLC | 7,174 | $254.2K | 0.00% | +7,174 | New |
| Two Sigma Securities, LLC | 7,196 | $255.0K | 0.02% | +7,196 | New |
| Venture Visionary Partners LLC | 7,205 | $255.3K | 0.01% | +7,205 | New |
| State of Wyoming | 7,234 | $256.3K | 0.03% | +333+4.8% | Added |
| Engineers Gate Manager LP | 7,420 | $262.9K | 0.00% | −41,294−84.8% | Reduced |
| EP Wealth Advisors, LLC | 7,661 | $271.4K | 0.00% | −218−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 7,767 | $275.2K | 0.01% | +730+10.4% | Added |
| Merit Financial Group, LLC | 7,871 | $278.9K | 0.00% | +7,871 | New |
| Oppenheimer Asset Management Inc. | 7,929 | $280.9K | 0.00% | −1,194−13.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $283.2K | 0.07% | −29−0.4% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,232 | $291.7K | 0.01% | 00.0% | Unchanged |
| Ami Asset Management Corp | 8,330 | $295.1K | 0.02% | −457−5.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,343 | $295.6K | 0.00% | +2,009+31.7% | Added |
| Beacon Pointe Advisors, LLC | 8,418 | $298.3K | 0.00% | +17+0.2% | Added |
| Pensionmark Financial Group, LLC | 8,435 | $298.5K | 0.00% | −2,749−24.6% | Reduced |
| Xponance, Inc. | 8,472 | $300.2K | 0.00% | +388+4.8% | Added |
| Freestone Grove Partners LP | 8,473 | $300.2K | 0.00% | +8,473 | New |
| Fox Run Management, L.L.C. | 8,575 | $303.8K | 0.05% | +8,575 | New |
| Cambridge Investment Research Advisors, Inc. | 8,585 | $304.0K | 0.00% | −3,312−27.8% | Reduced |
| US Bancorp | 8,604 | $304.8K | 0.00% | −1,709−16.6% | Reduced |
| TCG Advisory Services, LLC | 8,864 | $314.1K | 0.01% | +1,026+13.1% | Added |
| Prime Capital Investment Advisors, LLC | 8,945 | $316.9K | 0.00% | −8−0.1% | Reduced |
| Greenwich Wealth Management LLC | 9,091 | $322.0K | 0.01% | +9,091 | New |
| Vontobel Holding Ltd. | 9,140 | $323.8K | 0.00% | −15,795−63.3% | Reduced |
| Victory Capital Management Inc | 9,471 | $335.6K | 0.00% | −307−3.1% | Reduced |
| SEI Investments Co | 9,767 | $346.1K | 0.00% | −3,643−27.2% | Reduced |
| Amundi | 9,831 | $348.3K | 0.00% | +9,831 | New |
| Independent Financial Group, LLC | 10,103 | $357.9K | 0.01% | −906−8.2% | Reduced |
| WMG Financial Advisors, LLC | 10,327 | $365.9K | 0.14% | −15,400−59.9% | Reduced |
| Simplicity Wealth,LLC | 10,745 | $380.7K | 0.01% | −7,464−41.0% | Reduced |
| Royal Bank of Canada | 10,829 | $383.0K | 0.00% | +4,317+66.3% | Added |
| State of Wisconsin Investment Board | 11,127 | $394.2K | 0.00% | +2,568+30.0% | Added |
| ProShare Advisors LLC | 11,206 | $397.0K | 0.00% | −1,289−10.3% | Reduced |
| Capital Advantage, Inc. | 11,625 | $411.9K | 0.05% | 00.0% | Unchanged |
| Optiver Holding B.V. | 11,888 | $421.2K | 0.01% | +11,888 | New |
| Virginia Retirement Systems Et Al | 12,000 | $425.2K | 0.00% | +12,000 | New |
| Jain Global LLC | 12,308 | $436.1K | 0.01% | −12,234−49.8% | Reduced |
| Two Sigma Investments, LP | 12,500 | $442.9K | 0.00% | −23,491−65.3% | Reduced |
| Phoenix Holdings Ltd. | 12,612 | $445.5K | 0.00% | +300+2.4% | Added |
| Fairbanks Capital Management, Inc. | 12,800 | $453.5K | 0.27% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,984 | $460.0K | 0.00% | −1,544−10.6% | Reduced |