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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 13,563 | $480.5K | 0.05% | +13,563 | New |
| JustInvest LLC | 13,766 | $487.7K | 0.00% | −1,173−7.9% | Reduced |
| Leonteq Securities AG | 14,240 | $504.5K | 0.03% | −5,270−27.0% | Reduced |
| Allstate Corp | 14,318 | $507.3K | 0.01% | −12,382−46.4% | Reduced |
| Prudential Financial Inc | 14,335 | $507.9K | 0.00% | +705+5.2% | Added |
| Royal Fund Management, LLC | 14,540 | $515.2K | 0.04% | −1,300−8.2% | Reduced |
| PFG Investments, LLC | 14,900 | $527.9K | 0.02% | +2,000+15.5% | Added |
| Kercheville Advisors, LLC | 15,000 | $531.5K | 0.16% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,718 | $556.8K | 0.01% | −260−1.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 15,943 | $564.9K | 0.04% | +6,726+73.0% | Added |
| Voya Investment Management LLC | 16,164 | $572.7K | 0.00% | +1,373+9.3% | Added |
| SBI Securities Co., Ltd. | 16,744 | $593.2K | 0.01% | −1,007−5.7% | Reduced |
| Dark Forest Capital Management LP | 17,280 | $612.2K | 0.04% | −28,556−62.3% | Reduced |
| Shelton Capital Management | 18,000 | $637.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 18,575 | $658.1K | 0.02% | +18,575 | New |
| Winton Group Ltd | 18,600 | $659.0K | 0.02% | −57,300−75.5% | Reduced |
| Portman Square Capital LLP | 19,036 | $674.4K | 0.11% | +7,226+61.2% | Added |
| KLP Kapitalforvaltning AS | 19,300 | $683.8K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 19,300 | $683.8K | 0.00% | +1,000+5.5% | Added |
| Intech Investment Management LLC | 19,518 | $691.5K | 0.01% | −4,496−18.7% | Reduced |
| J. Safra Sarasin Holding AG | 19,607 | $694.9K | 0.01% | +19,607 | New |
| State Board of Administration of Florida Retirement System | 21,350 | $756.4K | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 21,601 | $765.4K | 0.05% | +11,751+119.3% | Added |
| Envestnet Asset Management Inc | 21,672 | $767.8K | 0.00% | +381+1.8% | Added |
| Mangrove Partners | 22,153 | $784.9K | 0.05% | +22,153 | New |
| Arizona State Retirement System | 22,905 | $811.5K | 0.00% | −1,145−4.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 22,966 | $813.7K | 0.00% | +2,051+9.8% | Added |
| Rockefeller Capital Management L.P. | 23,177 | $821.2K | 0.00% | +8,582+58.8% | Added |
| Sepio Capital, LP | 23,300 | $825.5K | 0.04% | −10,105−30.2% | Reduced |
| Bailard, Inc. | 23,910 | $847.1K | 0.02% | 00.0% | Unchanged |
| Caption Management, LLC | 25,000 | $885.8K | 0.03% | −5,000−16.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 25,242 | $894.3K | 0.01% | +2,097+9.1% | Added |
| Altshuler Shaham Ltd | 25,512 | $903.9K | 0.01% | −12,288−32.5% | Reduced |
| Nomura Holdings Inc | 25,536 | $904.7K | 0.00% | −19,526−43.3% | Reduced |
| Jane Street Group, LLC | 25,766 | $912.9K | 0.00% | −715,057−96.5% | Reduced |
| Advisor Group Holdings, Inc. | 25,795 | $913.9K | 0.00% | −1,792−6.5% | Reduced |
| Natixis Advisors, L.P. | 25,901 | $917.0K | 0.00% | +1,782+7.4% | Added |
| Rare Wolf Capital LLC | 25,925 | $918.5K | 0.59% | −3,352−11.4% | Reduced |
| Centiva Capital, LP | 26,038 | $922.5K | 0.03% | −142−0.5% | Reduced |
| Perigon Wealth Management, LLC | 26,276 | $931.0K | 0.01% | +26,276 | New |
| Group One Trading, L.P. | 26,371 | $934.3K | 0.03% | +26,371 | New |
| Polymer Capital Management (US) LLC | 26,590 | $942.1K | 0.14% | +26,590 | New |
| Intellectus Partners, LLC | 27,250 | $965.5K | 0.17% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 27,700 | $981.0K | 0.00% | +3,900+16.4% | Added |
| Qsemble Capital Management, LP | 28,317 | $1.00M | 0.13% | +28,317 | New |
| International Assets Investment Management, LLC | 28,120 | $1.01M | 0.06% | +2,061+7.9% | Added |
| Gemmer Asset Management LLC | 29,707 | $1.05M | 0.07% | +4,314+17.0% | Added |
| Falcon Wealth Planning | 30,067 | $1.07M | 0.07% | −38−0.1% | Reduced |
| New York State Common Retirement Fund | 30,226 | $1.07M | 0.00% | +3,100+11.4% | Added |
| Cetera Investment Advisers | 30,258 | $1.07M | 0.00% | +4,196+16.1% | Added |
| Apollon Wealth Management, LLC | 31,968 | $1.13M | 0.01% | +1,058+3.4% | Added |
| Quantbot Technologies LP | 32,631 | $1.16M | 0.05% | −73,455−69.2% | Reduced |
| Kera Capital Partners, Inc. | 33,480 | $1.19M | 0.11% | +10,533+45.9% | Added |
| Vanguard Global Advisers, LLC | 33,719 | $1.19M | 0.00% | −1,835−5.2% | Reduced |
| LuminArx Capital Management LP | – | $1.23M | 0.57% | – | New |
| SCS Capital Management LLC | 35,000 | $1.24M | 0.01% | −140−0.4% | Reduced |
| Coastal Bridge Advisors, LLC | 35,688 | $1.26M | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,711 | $1.27M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 36,313 | $1.29M | 0.02% | +36,313 | New |
| Jupiter Topco LLC | 36,427 | $1.29M | 0.00% | +36,427 | New |
| Russell Investments Group, Ltd. | 36,519 | $1.29M | 0.00% | +20,890+133.7% | Added |
| Kestra Advisory Services, LLC | 36,838 | $1.31M | 0.00% | +18,075+96.3% | Added |
| State of New Jersey Common Pension Fund D | 37,587 | $1.33M | 0.00% | +37,587 | New |
| Mercer Global Advisors Inc | 37,897 | $1.34M | 0.00% | +1,094+3.0% | Added |
| Janney Montgomery Scott LLC | 38,093 | $1.35M | 0.00% | +19,450+104.3% | Added |
| Miracle Mile Advisors, LLC | 38,194 | $1.35M | 0.02% | −24−0.1% | Reduced |
| Jones Financial Companies LLLP | 40,997 | $1.38M | 0.00% | +2,721+7.1% | Added |
| Ameriprise Financial Inc | 40,369 | $1.43M | 0.00% | +20,588+104.1% | Added |
| GMT Capital Corp | 42,000 | $1.49M | 0.08% | 00.0% | Unchanged |
| Algert Global LLC | 42,040 | $1.49M | 0.02% | −39,760−48.6% | Reduced |
| Manufacturers Life Insurance Company, The | 43,957 | $1.56M | 0.00% | +2,910+7.1% | Added |
| Havemeyer Place LP | 45,013 | $1.59M | 0.16% | −14,203−24.0% | Reduced |
| Entropy Technologies, LP | 45,451 | $1.61M | 0.06% | +30,493+203.9% | Added |
| Mariner, LLC | 46,970 | $1.66M | 0.00% | +10,071+27.3% | Added |
| SummitTX Capital, L.P. | 48,844 | $1.73M | 0.05% | −10,659−17.9% | Reduced |
| MetLife Investment Management | 50,045 | $1.77M | 0.01% | +2,515+5.3% | Added |
| Gsa Capital Partners LLP | 50,765 | $1.80M | 0.11% | +6,005+13.4% | Added |
| TCI Wealth Advisors, Inc. | 52,706 | $1.87M | 0.08% | +4,317+8.9% | Added |
| Holocene Advisors, LP | 54,553 | $1.93M | 0.00% | −80,381−59.6% | Reduced |
| Commonwealth Equity Services, LLC | 58,145 | $2.06M | 0.00% | +3,977+7.3% | Added |
| CI Private Wealth, LLC | 58,528 | $2.07M | 0.00% | +58,528 | New |
| Man Group plc | 61,239 | $2.17M | 0.00% | −38,953−38.9% | Reduced |
| Manchester Capital Management LLC | 63,072 | $2.23M | 0.29% | +18,138+40.4% | Added |
| Aquatic Capital Management LLC | 64,545 | $2.29M | 0.08% | +56,198+673.3% | Added |
| CenterBook Partners LP | 67,318 | $2.39M | 0.12% | +67,318 | New |
| Divisadero Street Capital Management, LP | 67,461 | $2.39M | 0.06% | −22,128−24.7% | Reduced |
| Lighthouse Investment Partners, LLC | 69,043 | $2.45M | 0.08% | +69,043 | New |
| Marex Group plc | 70,214 | $2.49M | 0.02% | −46,094−39.6% | Reduced |
| Alliancebernstein L.P. | 100,007 | $2.57M | 0.00% | +160.0% | Added |
| PEAK6 LLC | 72,871 | $2.58M | 0.06% | −169,159−69.9% | Reduced |
| Legal & General Group Plc | 73,072 | $2.59M | 0.00% | +3,378+4.8% | Added |
| Jefferies Financial Group Inc. | 73,206 | $2.59M | 0.02% | +37,063+102.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 74,260 | $2.63M | 0.00% | +3,463+4.9% | Added |
| ExodusPoint Capital Management, LP | 75,579 | $2.68M | 0.02% | +75,579 | New |
| Quadrature Capital Ltd | 76,342 | $2.70M | 0.02% | +76,342 | New |
| Brevan Howard Capital Management LP | 76,908 | $2.72M | 0.04% | +7,566+10.9% | Added |
| Private Advisor Group, LLC | 77,236 | $2.74M | 0.01% | +9,182+13.5% | Added |
| Trexquant Investment LP | 79,739 | $2.83M | 0.02% | −146,458−64.7% | Reduced |
| Odyssean, LLC | 80,393 | $2.85M | 0.46% | +44,510+124.0% | Added |
| Edgestream Partners, L.P. | 82,146 | $2.91M | 0.09% | +82,146 | New |