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 |
|---|---|---|---|---|---|
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,232 | $291.7K | 0.01% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $283.2K | 0.07% | −29−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 7,929 | $280.9K | 0.00% | −1,194−13.1% | Reduced |
| Merit Financial Group, LLC | 7,871 | $278.9K | 0.00% | +7,871 | New |
| Ameritas Investment Partners, Inc. | 7,767 | $275.2K | 0.01% | +730+10.4% | Added |
| EP Wealth Advisors, LLC | 7,661 | $271.4K | 0.00% | −218−2.8% | Reduced |
| Engineers Gate Manager LP | 7,420 | $262.9K | 0.00% | −41,294−84.8% | Reduced |
| State of Wyoming | 7,234 | $256.3K | 0.03% | +333+4.8% | Added |
| Venture Visionary Partners LLC | 7,205 | $255.3K | 0.01% | +7,205 | New |
| Two Sigma Securities, LLC | 7,196 | $255.0K | 0.02% | +7,196 | New |
| Sequoia Financial Advisors, LLC | 7,174 | $254.2K | 0.00% | +7,174 | New |
| Truist Financial Corp | 6,905 | $244.6K | 0.00% | +6,905 | New |
| Symmetry Partners, LLC | 6,793 | $240.7K | 0.01% | +6,793 | New |
| Wealth Enhancement Advisory Services, LLC | 7,338 | $240.3K | 0.00% | +7,338 | New |
| CWM Advisors, LLC | 6,722 | $238.2K | 0.01% | +6,722 | New |
| PCM Encore, LLC | 6,648 | $235.5K | 0.04% | +6,648 | New |
| Principal Financial Group Inc | 6,544 | $231.9K | 0.00% | +6,544 | New |
| Jump Financial, LLC | 6,452 | $228.6K | 0.00% | +6,452 | New |
| Sanctuary Advisors, LLC | 6,418 | $227.4K | 0.00% | +6,418 | New |
| Wealthfront Advisers LLC | 6,385 | $226.2K | 0.00% | +6,385 | New |
| Synergy Financial Group, LTD | 6,374 | $225.8K | 0.16% | +6,374 | New |
| Neuberger Berman Group LLC | 6,366 | $225.5K | 0.00% | +6,366 | New |
| CAPROCK Group, Inc. | 6,360 | $225.3K | 0.00% | +6,360 | New |
| Abel Hall, LLC | 6,354 | $225.1K | 0.04% | +6,354 | New |
| Swiss Life Asset Management Ltd | 6,185 | $219.1K | 0.00% | +6,185 | New |
| Occudo Quantitative Strategies LP | 6,011 | $213.0K | 0.01% | +6,011 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $212.8K | 0.06% | +6,007 | New |
| Traynor Capital Management, Inc. | 5,967 | $211.4K | 0.01% | +5,967 | New |
| SG Americas Securities, LLC | 5,741 | $203.0K | 0.00% | −177,896−96.9% | Reduced |
| FORA Capital, LLC | 5,716 | $202.5K | 0.01% | +5,716 | New |
| Public Employees Retirement Association of Colorado | 5,524 | $196.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 6,600 | $194.0K | 0.08% | +6,600 | New |
| Ensign Peak Advisors, Inc | 5,400 | $191.3K | 0.00% | +250+4.9% | Added |
| Newbridge Financial Services Group, Inc. | 5,315 | $188.3K | 0.02% | −2,770−34.3% | Reduced |
| Fifth Third Bancorp | 4,974 | $176.2K | 0.00% | +17+0.3% | Added |
| Advisory Services Network, LLC | 4,775 | $169.2K | 0.00% | +121+2.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,920 | $138.9K | 0.00% | +3,920 | New |
| KBC Group NV | 3,510 | $124.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 3,484 | $123.4K | 0.00% | +3,484 | New |
| Farther Finance Advisors, LLC | 3,426 | $121.4K | 0.00% | −147−4.1% | Reduced |
| Harbour Investments, Inc. | 3,345 | $118.5K | 0.00% | −996−22.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,245 | $115.0K | 0.00% | −640−16.5% | Reduced |
| Mosley Wealth Management | 3,176 | $112.5K | 0.04% | +3,090+3,593.0% | Added |
| Ameritas Advisory Services, LLC | 3,123 | $110.6K | 0.00% | +3,123 | New |
| Tower Research Capital LLC (TRC) | 2,951 | $104.6K | 0.00% | −5,787−66.2% | Reduced |
| Versant Capital Management, Inc | 2,905 | $102.9K | 0.01% | +612+26.7% | Added |
| Nisa Investment Advisors, LLC | 2,881 | $102.1K | 0.00% | −5−0.2% | Reduced |
| Orion Capital Management LLC | 2,700 | $95.7K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,513 | $89.0K | 0.00% | +1,013+67.5% | Added |
| Westside Investment Management, Inc. | 2,450 | $86.8K | 0.01% | −50−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,185 | $77.4K | 0.00% | −925−29.7% | Reduced |
| GAMMA Investing LLC | 2,174 | $77.0K | 0.00% | +10.0% | Added |
| FNY Investment Advisers, LLC | 2,199 | $77.0K | 0.03% | +2,199 | New |
| Allworth Financial LP | 2,096 | $74.3K | 0.00% | +275+15.1% | Added |
| Hollencrest Capital Management | 2,000 | $70.9K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 2,041 | $67.5K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,886 | $66.8K | 0.02% | −67−3.4% | Reduced |
| Geneos Wealth Management Inc. | 1,842 | $65.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,622 | $57.5K | 0.00% | +1,455+871.3% | Added |
| Bogart Wealth, LLC | 1,610 | $57.0K | 0.00% | +549+51.7% | Added |
| Caitong International Asset Management Co., Ltd | 1,374 | $48.7K | 0.01% | −4,951−78.3% | Reduced |
| Asset Management One Co.,Ltd. | 1,344 | $47.6K | 0.00% | −459−25.5% | Reduced |
| Compagnie Lombard Odier SCmA | 1,300 | $46.1K | 0.00% | +1,300 | New |
| Osbon Capital Management LLC | 1,129 | $40.0K | 0.03% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,072 | $37.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 937 | $33.2K | 0.00% | −78−7.7% | Reduced |
| Signaturefd, LLC | 869 | $30.8K | 0.00% | −587−40.3% | Reduced |
| Los Angeles Capital Management LLC | 844 | $29.9K | 0.00% | −7,102−89.4% | Reduced |
| Schroder Investment Management Group | 756 | $26.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 743 | $26.3K | 0.01% | +743 | New |
| National Bank of Canada | 681 | $24.1K | 0.00% | +80+13.3% | Added |
| Steward Partners Investment Advisory, LLC | 662 | $23.5K | 0.00% | +253+61.9% | Added |
| Northwestern Mutual Wealth Management Co | 568 | $20.1K | 0.00% | −685−54.7% | Reduced |
| IFP Advisors, Inc | 558 | $19.8K | 0.00% | +152+37.4% | Added |
| Larson Financial Group LLC | 535 | $19.0K | 0.00% | −583−52.1% | Reduced |
| Huntington National Bank | 400 | $14.2K | 0.00% | +399+39,900.0% | Added |
| GWM Advisors LLC | 385 | $13.6K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 370 | $13.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 356 | $12.6K | 0.00% | −156−30.5% | Reduced |
| Quent Capital, LLC | 334 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 325 | $11.5K | 0.00% | −50−13.3% | Reduced |
| Kemnay Advisory Services Inc. | 320 | $11.3K | 0.00% | −2,039−86.4% | Reduced |
| EverSource Wealth Advisors, LLC | 316 | $11.2K | 0.00% | +212+203.8% | Added |
| Sterling Capital Management LLC | 301 | $10.7K | 0.00% | −257−46.1% | Reduced |
| 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 |
| Mirae Asset Global Investments Co., Ltd. | 256 | $9.07K | 0.00% | +3+1.2% | Added |
| Covestor Ltd | 252 | $9.00K | 0.01% | +139+123.0% | Added |
| NBH Bank | 234 | $8.29K | 0.00% | +234 | New |
| Quarry LP | 223 | $7.90K | 0.00% | +223 | New |
| Smartleaf Asset Management LLC | 212 | $7.46K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 210 | $7.44K | 0.00% | −85−28.8% | Reduced |
| Massmutual Trust Co FSB | 204 | $7.23K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fulcrum Asset Management LLP | 176 | $6.17K | 0.00% | +176 | New |
| Dogwood Wealth Management LLC | 165 | $5.85K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 175 | $5.57K | 0.00% | +175 | New |