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 |
|---|---|---|---|---|---|
| Algert Global LLC | 42,040 | $1.49M | 0.02% | −39,760−48.6% | Reduced |
| GMT Capital Corp | 42,000 | $1.49M | 0.08% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 40,369 | $1.43M | 0.00% | +20,588+104.1% | Added |
| Jones Financial Companies LLLP | 40,997 | $1.38M | 0.00% | +2,721+7.1% | Added |
| Miracle Mile Advisors, LLC | 38,194 | $1.35M | 0.02% | −24−0.1% | Reduced |
| Janney Montgomery Scott LLC | 38,093 | $1.35M | 0.00% | +19,450+104.3% | Added |
| Mercer Global Advisors Inc | 37,897 | $1.34M | 0.00% | +1,094+3.0% | Added |
| State of New Jersey Common Pension Fund D | 37,587 | $1.33M | 0.00% | +37,587 | New |
| Kestra Advisory Services, LLC | 36,838 | $1.31M | 0.00% | +18,075+96.3% | Added |
| Russell Investments Group, Ltd. | 36,519 | $1.29M | 0.00% | +20,890+133.7% | Added |
| Jupiter Topco LLC | 36,427 | $1.29M | 0.00% | +36,427 | New |
| XTX Topco Ltd | 36,313 | $1.29M | 0.02% | +36,313 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,711 | $1.27M | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 35,688 | $1.26M | 0.08% | 00.0% | Unchanged |
| SCS Capital Management LLC | 35,000 | $1.24M | 0.01% | −140−0.4% | Reduced |
| LuminArx Capital Management LP | – | $1.23M | 0.57% | – | New |
| Vanguard Global Advisers, LLC | 33,719 | $1.19M | 0.00% | −1,835−5.2% | Reduced |
| Kera Capital Partners, Inc. | 33,480 | $1.19M | 0.11% | +10,533+45.9% | Added |
| Quantbot Technologies LP | 32,631 | $1.16M | 0.05% | −73,455−69.2% | Reduced |
| Apollon Wealth Management, LLC | 31,968 | $1.13M | 0.01% | +1,058+3.4% | Added |
| Cetera Investment Advisers | 30,258 | $1.07M | 0.00% | +4,196+16.1% | Added |
| New York State Common Retirement Fund | 30,226 | $1.07M | 0.00% | +3,100+11.4% | Added |
| Falcon Wealth Planning | 30,067 | $1.07M | 0.07% | −38−0.1% | Reduced |
| Gemmer Asset Management LLC | 29,707 | $1.05M | 0.07% | +4,314+17.0% | Added |
| International Assets Investment Management, LLC | 28,120 | $1.01M | 0.06% | +2,061+7.9% | Added |
| Qsemble Capital Management, LP | 28,317 | $1.00M | 0.13% | +28,317 | New |
| Handelsbanken Fonder AB | 27,700 | $981.0K | 0.00% | +3,900+16.4% | Added |
| Intellectus Partners, LLC | 27,250 | $965.5K | 0.17% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 26,590 | $942.1K | 0.14% | +26,590 | New |
| Group One Trading, L.P. | 26,371 | $934.3K | 0.03% | +26,371 | New |
| Perigon Wealth Management, LLC | 26,276 | $931.0K | 0.01% | +26,276 | New |
| Centiva Capital, LP | 26,038 | $922.5K | 0.03% | −142−0.5% | Reduced |
| Rare Wolf Capital LLC | 25,925 | $918.5K | 0.59% | −3,352−11.4% | Reduced |
| Natixis Advisors, L.P. | 25,901 | $917.0K | 0.00% | +1,782+7.4% | Added |
| Advisor Group Holdings, Inc. | 25,795 | $913.9K | 0.00% | −1,792−6.5% | Reduced |
| Jane Street Group, LLC | 25,766 | $912.9K | 0.00% | −715,057−96.5% | Reduced |
| Nomura Holdings Inc | 25,536 | $904.7K | 0.00% | −19,526−43.3% | Reduced |
| Altshuler Shaham Ltd | 25,512 | $903.9K | 0.01% | −12,288−32.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 25,242 | $894.3K | 0.01% | +2,097+9.1% | Added |
| Caption Management, LLC | 25,000 | $885.8K | 0.03% | −5,000−16.7% | Reduced |
| Bailard, Inc. | 23,910 | $847.1K | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 23,300 | $825.5K | 0.04% | −10,105−30.2% | Reduced |
| Rockefeller Capital Management L.P. | 23,177 | $821.2K | 0.00% | +8,582+58.8% | Added |
| Vanguard Investments Australia, Ltd. | 22,966 | $813.7K | 0.00% | +2,051+9.8% | Added |
| Arizona State Retirement System | 22,905 | $811.5K | 0.00% | −1,145−4.8% | Reduced |
| Mangrove Partners | 22,153 | $784.9K | 0.05% | +22,153 | New |
| Envestnet Asset Management Inc | 21,672 | $767.8K | 0.00% | +381+1.8% | Added |
| Inspire Advisors, LLC | 21,601 | $765.4K | 0.05% | +11,751+119.3% | Added |
| State Board of Administration of Florida Retirement System | 21,350 | $756.4K | 0.00% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 19,607 | $694.9K | 0.01% | +19,607 | New |
| Intech Investment Management LLC | 19,518 | $691.5K | 0.01% | −4,496−18.7% | Reduced |
| 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 |
| Portman Square Capital LLP | 19,036 | $674.4K | 0.11% | +7,226+61.2% | Added |
| Winton Group Ltd | 18,600 | $659.0K | 0.02% | −57,300−75.5% | Reduced |
| Simplex Trading, LLC | 18,575 | $658.1K | 0.02% | +18,575 | New |
| Shelton Capital Management | 18,000 | $637.7K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 17,280 | $612.2K | 0.04% | −28,556−62.3% | Reduced |
| SBI Securities Co., Ltd. | 16,744 | $593.2K | 0.01% | −1,007−5.7% | Reduced |
| Voya Investment Management LLC | 16,164 | $572.7K | 0.00% | +1,373+9.3% | Added |
| Galvin, Gaustad & Stein, LLC | 15,943 | $564.9K | 0.04% | +6,726+73.0% | Added |
| Prospera Financial Services Inc | 15,718 | $556.8K | 0.01% | −260−1.6% | Reduced |
| Kercheville Advisors, LLC | 15,000 | $531.5K | 0.16% | 00.0% | Unchanged |
| PFG Investments, LLC | 14,900 | $527.9K | 0.02% | +2,000+15.5% | Added |
| Royal Fund Management, LLC | 14,540 | $515.2K | 0.04% | −1,300−8.2% | Reduced |
| Prudential Financial Inc | 14,335 | $507.9K | 0.00% | +705+5.2% | Added |
| Allstate Corp | 14,318 | $507.3K | 0.01% | −12,382−46.4% | Reduced |
| Leonteq Securities AG | 14,240 | $504.5K | 0.03% | −5,270−27.0% | Reduced |
| JustInvest LLC | 13,766 | $487.7K | 0.00% | −1,173−7.9% | Reduced |
| Mirabella Financial Services LLP | 13,563 | $480.5K | 0.05% | +13,563 | New |
| Pictet Asset Management Holding SA | 12,984 | $460.0K | 0.00% | −1,544−10.6% | Reduced |
| Fairbanks Capital Management, Inc. | 12,800 | $453.5K | 0.27% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 12,612 | $445.5K | 0.00% | +300+2.4% | Added |
| Two Sigma Investments, LP | 12,500 | $442.9K | 0.00% | −23,491−65.3% | Reduced |
| Jain Global LLC | 12,308 | $436.1K | 0.01% | −12,234−49.8% | Reduced |
| Virginia Retirement Systems Et Al | 12,000 | $425.2K | 0.00% | +12,000 | New |
| Optiver Holding B.V. | 11,888 | $421.2K | 0.01% | +11,888 | New |
| Capital Advantage, Inc. | 11,625 | $411.9K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,206 | $397.0K | 0.00% | −1,289−10.3% | Reduced |
| State of Wisconsin Investment Board | 11,127 | $394.2K | 0.00% | +2,568+30.0% | Added |
| Royal Bank of Canada | 10,829 | $383.0K | 0.00% | +4,317+66.3% | Added |
| Simplicity Wealth,LLC | 10,745 | $380.7K | 0.01% | −7,464−41.0% | Reduced |
| WMG Financial Advisors, LLC | 10,327 | $365.9K | 0.14% | −15,400−59.9% | Reduced |
| Independent Financial Group, LLC | 10,103 | $357.9K | 0.01% | −906−8.2% | Reduced |
| Amundi | 9,831 | $348.3K | 0.00% | +9,831 | New |
| SEI Investments Co | 9,767 | $346.1K | 0.00% | −3,643−27.2% | Reduced |
| Victory Capital Management Inc | 9,471 | $335.6K | 0.00% | −307−3.1% | Reduced |
| Vontobel Holding Ltd. | 9,140 | $323.8K | 0.00% | −15,795−63.3% | Reduced |
| Greenwich Wealth Management LLC | 9,091 | $322.0K | 0.01% | +9,091 | New |
| Prime Capital Investment Advisors, LLC | 8,945 | $316.9K | 0.00% | −8−0.1% | Reduced |
| TCG Advisory Services, LLC | 8,864 | $314.1K | 0.01% | +1,026+13.1% | Added |
| US Bancorp | 8,604 | $304.8K | 0.00% | −1,709−16.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,585 | $304.0K | 0.00% | −3,312−27.8% | Reduced |
| Fox Run Management, L.L.C. | 8,575 | $303.8K | 0.05% | +8,575 | New |
| Freestone Grove Partners LP | 8,473 | $300.2K | 0.00% | +8,473 | New |
| Xponance, Inc. | 8,472 | $300.2K | 0.00% | +388+4.8% | Added |
| Pensionmark Financial Group, LLC | 8,435 | $298.5K | 0.00% | −2,749−24.6% | Reduced |
| Beacon Pointe Advisors, LLC | 8,418 | $298.3K | 0.00% | +17+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,343 | $295.6K | 0.00% | +2,009+31.7% | Added |
| Ami Asset Management Corp | 8,330 | $295.1K | 0.02% | −457−5.2% | Reduced |