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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 85,480 | $3.03M | 0.01% | +1,539+1.8% | Added |
| Vanguard Asset Management, Ltd | 86,987 | $3.08M | 0.00% | +7,296+9.2% | Added |
| Creative Planning | 88,554 | $3.14M | 0.00% | +34,640+64.3% | Added |
| Bank of Montreal | 88,698 | $3.14M | 0.00% | +7,210+8.8% | Added |
| Banco Santander, S.A. | 92,280 | $3.27M | 0.02% | −17,020−15.6% | Reduced |
| Norges Bank | 93,959 | $3.33M | 0.00% | +93,959 | New |
| California State Teachers Retirement System | 95,138 | $3.37M | 0.00% | −5,555−5.5% | Reduced |
| Deutsche Bank AG | 95,554 | $3.39M | 0.00% | +14,567+18.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 95,836 | $3.40M | 0.00% | −9,557−9.1% | Reduced |
| Walleye Trading LLC | 101,926 | $3.61M | 0.05% | +60,688+147.2% | Added |
| Blue Jean Financial LLC | 103,049 | $3.65M | 2.54% | +103,049 | New |
| MML Investors Services, LLC | 106,965 | $3.79M | 0.01% | +43,530+68.6% | Added |
| AQR Capital Management LLC | 110,446 | $3.91M | 0.00% | +23,777+27.4% | Added |
| Rhumbline Advisers | 110,510 | $3.92M | 0.00% | +2,445+2.3% | Added |
| Headlands Technologies LLC | 113,300 | $4.01M | 0.43% | +33,799+42.5% | Added |
| Invesco Ltd. | 114,816 | $4.07M | 0.00% | +7,526+7.0% | Added |
| Schonfeld Strategic Advisors LLC | 114,975 | $4.07M | 0.02% | +47,450+70.3% | Added |
| Price T Rowe Associates Inc | 118,603 | $4.20M | 0.00% | +20,999+21.5% | Added |
| Bank of Nova Scotia | 119,894 | $4.25M | 0.01% | −30,581−20.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 120,137 | $4.26M | 0.01% | +5,129+4.5% | Added |
| JPMorgan Chase & Co | 121,448 | $4.39M | 0.00% | −30,614−20.1% | Reduced |
| Raymond James Financial Inc | 133,840 | $4.74M | 0.00% | +40,820+43.9% | Added |
| UBS Asset Management Americas Inc | 138,692 | $4.91M | 0.00% | −40,292−22.5% | Reduced |
| LPL Financial LLC | 141,638 | $5.02M | 0.00% | +40,767+40.4% | Added |
| Credit Agricole S A | 142,075 | $5.03M | 0.01% | +44,803+46.1% | Added |
| Quantinno Capital Management LP | 149,415 | $5.29M | 0.01% | +45,555+43.9% | Added |
| Gator Capital Management, LLC | 161,490 | $5.72M | 1.23% | +141,490+707.4% | Added |
| Swiss National Bank | 166,600 | $5.90M | 0.00% | −6,600−3.8% | Reduced |
| Wells Fargo & Company | 180,219 | $6.39M | 0.00% | +18,449+11.4% | Added |
| Maxi Investments CY Ltd | 193,400 | $6.85M | 1.39% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 194,041 | $6.87M | 0.06% | +139,201+253.8% | Added |
| HSBC Holdings PLC | 199,978 | $7.19M | 0.00% | −88,066−30.6% | Reduced |
| BNP Paribas Arbitrage, SA | 236,584 | $8.38M | 0.00% | +20,061+9.3% | Added |
| Alberta Investment Management Corp | 238,800 | $8.46M | 0.05% | +238,800 | New |
| Nuveen, LLC | 268,547 | $9.51M | 0.00% | +80,203+42.6% | Added |
| Bank of New York Mellon Corp | 273,245 | $9.68M | 0.00% | +5,904+2.2% | Added |
| Hidden Lake Asset Management LP | 281,614 | $9.98M | 6.80% | +281,614 | New |
| Fred Alger Management, LLC | 303,325 | $10.7M | 0.04% | −256,200−45.8% | Reduced |
| Squarepoint Ops LLC | 330,114 | $11.7M | 0.02% | −201,273−37.9% | Reduced |
| Pathstone Holdings, LLC | 335,278 | $11.9M | 0.03% | −2,009−0.6% | Reduced |
| First Trust Advisors LP | 379,056 | $13.4M | 0.01% | +5,601+1.5% | Added |
| Walleye Capital LLC | 449,131 | $15.9M | 0.08% | +437,316+3,701.4% | Added |
| HRT Financial LP | 458,072 | $16.2M | 0.03% | +374,625+448.9% | Added |
| Balyasny Asset Management LLC | 556,759 | $19.7M | 0.04% | −312,657−36.0% | Reduced |
| Vanguard Fiduciary Trust Co | 603,257 | $21.4M | 0.00% | +5,947+1.0% | Added |
| FMR LLC | 706,548 | $25.0M | 0.00% | +691,812+4,694.7% | Added |
| Millennium Management LLC | 764,847 | $27.1M | 0.02% | +96,783+14.5% | Added |
| Charles Schwab Investment Management Inc | 765,281 | $27.1M | 0.00% | +109,263+16.7% | Added |
| Northern Trust Corp | 785,102 | $27.8M | 0.00% | +26,215+3.5% | Added |
| Capital Fund Management S.A. | 800,994 | $28.4M | 0.20% | −45,785−5.4% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 870,947 | $30.9M | 0.06% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 885,159 | $31.4M | 0.05% | +129,099+17.1% | Added |
| Susquehanna International Group, LLP | 920,253 | $32.6M | 0.03% | +594,147+182.2% | Added |
| Citadel Advisors LLC | 955,585 | $33.9M | 0.02% | +324,423+51.4% | Added |
| Dimensional Fund Advisors LP | 1,059,769 | $37.5M | 0.01% | +36,989+3.6% | Added |
| Baillie Gifford & Co | 1,083,157 | $38.4M | 0.03% | −25,138−2.3% | Reduced |
| Barclays PLC | 1,128,975 | $40.0M | 0.01% | −143,311−11.3% | Reduced |
| Citigroup Inc | 1,135,682 | $40.2M | 0.02% | +329,341+40.8% | Added |
| UBS Group AG | 1,503,436 | $53.3M | 0.01% | +621,569+70.5% | Added |
| Bank of America Corp | 1,512,356 | $53.6M | 0.00% | +1,006,378+198.9% | Added |
| Halter Ferguson Financial Inc. | 1,748,119 | $61.9M | 10.08% | +280,759+19.1% | Added |
| Clear Street Group Inc. | 1,829,063 | $64.8M | 0.21% | +273,857+17.6% | Added |
| State Street Corp | 2,118,467 | $75.1M | 0.00% | +65,381+3.2% | Added |
| Geode Capital Management, LLC | 2,228,631 | $79.0M | 0.00% | +104,553+4.9% | Added |
| Marshall Wace, LLP | 2,370,690 | $84.0M | 0.07% | −909,420−27.7% | Reduced |
| Goldman Sachs Group Inc | 2,395,222 | $84.9M | 0.01% | +835,736+53.6% | Added |
| Morgan Stanley | 2,414,712 | $85.6M | 0.00% | −1,560,347−39.3% | Reduced |
| Vanguard Capital Management LLC | 3,698,553 | $131.0M | 0.00% | −53,497−1.4% | Reduced |
| Vanguard Portfolio Management LLC | 3,739,758 | $132.5M | 0.01% | −3,783−0.1% | Reduced |
| BlackRock, Inc. | 7,878,717 | $279.1M | 0.00% | +475,638+6.4% | Added |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −589,871−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −344,646−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −267,076−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −215,345−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −180,606−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −167,379−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −102,953−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −100,041−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −83,501−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −76,407−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −52,013−100.0% | Sold out |
| REX Advisers, LLC | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −25,038−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,471−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −14,546−100.0% | Sold out |
| Integrated Financial Solutions, Inc. | 0 | $0 | 0.00% | −14,510−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,507−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,617−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −11,486−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −9,383−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,605−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Broadwater Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −135−100.0% | Sold out |