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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 155 | $5.49K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 150 | $5.32K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $5.31K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 130 | $5.00K | 0.00% | +30+30.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 136 | $4.82K | 0.00% | +126+1,260.0% | Added |
| POM Investment Strategies, LLC | 105 | $3.72K | 0.00% | +105 | New |
| Heritage Wealth Advisors | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $3.54K | 0.00% | +100 | New |
| Wealth Enhancement Trust Services, Inc. | 99 | $3.52K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 97 | $3.44K | 0.00% | +4+4.3% | Added |
| Global Retirement Partners, LLC | 87 | $3.08K | 0.00% | +87 | New |
| TD Waterhouse Canada Inc. | 80 | $2.86K | 0.00% | −3−3.6% | Reduced |
| Fortitude Family Office, LLC | 77 | $2.73K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 76 | $2.69K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 70 | $2.48K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 53 | $1.88K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 50 | $1.77K | 0.00% | +26+108.3% | Added |
| NVWM, LLC | 43 | $1.52K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $1.45K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $1.03K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 29 | $1.03K | 0.00% | +14+93.3% | Added |
| Avion Wealth | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 28 | $993 | 0.00% | +28 | New |
| PayPay Securities Corp | 26 | $921 | 0.04% | −13−33.3% | Reduced |
| Hilton Head Capital Partners, LLC | 25 | $886 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 24 | $851 | 0.00% | +14+140.0% | Added |
| Silver Grove Financial Group, Inc. | 23 | $815 | 0.00% | +23 | New |
| IMA Wealth, Inc. | 20 | $709 | 0.00% | +7+53.8% | Added |
| South State Corp. | 20 | $709 | 0.00% | +20 | New |
| Cornerstone Financial Management LLC | 20 | $709 | 0.00% | +20 | New |
| Assetmark, Inc | 18 | $638 | 0.00% | −7−28.0% | Reduced |
| Sawyer & Company, Inc | 17 | $602 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 17 | $602 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 16 | $567 | 0.00% | −146−90.1% | Reduced |
| Manning & Napier Advisors LLC | 16 | $560 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 18 | $516 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $461 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 12 | $425 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 11 | $390 | 0.00% | −56−83.6% | Reduced |
| Quaker Wealth Management, LLC | 11 | $390 | 0.00% | −3−21.4% | Reduced |
| NBT Bank N A | 11 | $390 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $284 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 8 | $283 | 0.00% | +8 | New |
| Salem Investment Counselors Inc | 6 | $213 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 6 | $213 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 5 | $177 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $177 | 0.00% | +5 | New |
| Investors Research Corp | 4 | $142 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $142 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $142 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 4 | $142 | 0.00% | +4 | New |
| JPL Wealth Management, LLC | 3 | $107 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 2 | $71 | 0.00% | −1−33.3% | Reduced |
| WPG Advisers, LLC | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 2 | $71 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $70 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1 | $35 | 0.00% | +1 | New |
| Action Point Financial Planning, LLC | 1 | $35 | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 12 | $0 | 0.00% | +7+140.0% | 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 |