Upstart HoldingsUPST
13F holders, Q1 2024 (March 31)278holders
4famous investors
$26.59avg. 13F price*
At the end of Q1 2024, 278 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings. The largest holders were Vanguard Group Inc. ($191.7M), BlackRock Inc. ($143.7M) and Morgan Stanley ($60.7M). 4 famous investors held it, including Philippe Laffont (0.1% of Coatue Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $39.2M |
| Exits | 86 | $66.9M |
Ownership 278 holders
| Vanguard Group Inc. | 0.00% | Add +1.6% | 7,128,975 | $191.7M |
| BlackRock Inc. | 0.00% | Reduce -3.4% | 5,344,966 | $143.7M |
| Morgan Stanley | 0.00% | Add +5.8% | 2,256,367 | $60.7M |
| D. E. Shaw & Co. | 0.08% | Reduce -39.0% | 2,027,470 | $54.5M |
| State Street Corp. | 0.00% | Add +1.8% | 1,868,180 | $50.2M |
| Geode Capital Management, LLC | 0.00% | Add +4.0% | 1,667,029 | $44.8M |
| Susquehanna International Group, LLP | 0.06% | Add +4046.8% | 1,459,041 | $39.2M |
| Voloridge Investment Management, LLC | 0.10% | Add +0.4% | 1,018,527 | $27.4M |
| Coatue Management | 0.09% | Add +27.2% | 870,947 | $23.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.8% | 836,186 | $22.5M |
| Point72 Asset Management | 0.06% | New | 746,645 | $20.1M |
| Northern Trust Corp. | 0.00% | Reduce -6.7% | 664,077 | $17.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.6% | 582,602 | $15.7M |
| Barclays PLC | 0.01% | Add +35.2% | 570,049 | $15.3M |
| Jane Street Group, LLC | 0.02% | Reduce -71.1% | 553,195 | $14.9M |
| Bank of Montreal | 0.00% | Reduce -62.5% | 521,459 | $14.0M |
| Fred Alger Management, LLC | 0.07% | Add +84.3% | 507,526 | $13.6M |
| Citadel Advisors | 0.01% | Reduce -2.0% | 497,512 | $13.4M |
| Bank of America Corp. | 0.00% | Reduce -65.0% | 473,224 | $12.7M |
| First Trust Advisors LP | 0.01% | Add +46.0% | 458,697 | $12.3M |
| Marshall Wace, LLP | 0.02% | Add +233.2% | 457,103 | $12.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -20.9% | 805,240 | $10.9M |
| Pathstone Holdings, LLC | 0.05% | Add +0.1% | 395,765 | $10.6M |
| Norges Bank | 0.00% | Reduce -37.5% | 290,696 | $7.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.1% | 236,224 | $6.4M |
| Liontrust Investment Partners LLP | 0.09% | Add +48.4% | 230,000 | $6.2M |
| Azora Capital LP | 0.41% | New | 210,241 | $5.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.4% | 204,057 | $5.5M |
| Seven Eight Capital, LP | 0.53% | Add +349.1% | 189,385 | $5.1M |
| Zweig-DiMenna Associates LLC | 0.45% | No change | 188,693 | $5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +189.5% | 176,116 | $4.7M |
| Swiss National Bank | 0.00% | Add +1.6% | 142,700 | $3.8M |
| Capital Fund Management S.A. | 0.05% | New | 139,154 | $3.7M |
| Optiver Holding B.V. | 0.15% | Add +98.8% | 131,810 | $3.5M |
| UBS Group AG | 0.00% | Add +43.1% | 119,445 | $3.2M |
| Rhumbline Advisers | 0.00% | Add +3.2% | 106,311 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.5% | 101,781 | $2.7M |
| Magnetar Financial LLC | 0.07% | Add +1106.7% | 97,281 | $2.6M |
| Edgestream Partners, L.P. | 0.11% | Add +173.2% | 82,737 | $2.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +33.1% | 78,399 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.3% | 76,150 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -4.1% | 72,491 | $1.9M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 72,349 | $1.9M |
| Credit Suisse AG/ | 0.00% | Reduce -0.3% | 71,570 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -18.6% | 70,848 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.5% | 70,462 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -37.0% | 69,642 | $1.9M |
| LPL Financial LLC | 0.00% | Add +10.8% | 65,010 | $1.7M |
| Two Sigma Securities, LLC | 0.08% | New | 63,687 | $1.7M |
| Compound Planning, Inc. | 0.15% | Reduce -0.1% | 58,603 | $1.6M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 57,356 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -25.7% | 56,608 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -11.3% | 54,967 | $1.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -79.2% | 54,243 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +18.3% | 50,560 | $1.4M |
| Entropy Technologies, LP | 0.14% | New | 50,501 | $1.4M |
| Eschler Asset Management LLP | 0.87% | New | 50,000 | $1.3M |
| CTC LLC | 0.02% | Add +31.7% | 49,697 | $1.3M |
| WMG Financial Advisors, LLC | 0.76% | Reduce -3.9% | 49,132 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +288.4% | 79,922 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Add +127.8% | 46,624 | $1.3M |
| Capital Impact Advisors, LLC | 1.55% | Reduce -8.8% | 44,369 | $1.2M |
| Mariner, LLC | 0.00% | Add +2.4% | 42,601 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.0% | 42,350 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.2% | 41,444 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.7% | 41,325 | $1.1M |
| Composition Wealth, LLC | 0.03% | Add +0.2% | 40,370 | $1.1M |
| Gryphon Financial Partners LLC | 0.18% | Reduce -20.0% | 40,000 | $1.1M |
| Cubist Systematic Strategies, LLC | 0.01% | Add +242.8% | 39,981 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.11% | Add +18.0% | 39,971 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -0.6% | 39,297 | $1.1M |
| Level Four Advisory Services, LLC | 0.06% | No change | 25,763 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 38,182 | $1.0M |
| Manchester Capital Management LLC | 0.12% | Add +5.5% | 37,325 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -96.5% | 37,300 | $1.0M |
| American International Group, Inc. | 0.00% | Add +0.5% | 36,599 | $984K |
| Headlands Technologies LLC | 0.23% | Add +598.6% | 36,181 | $973K |
| Legacy Capital Group California, Inc. | 0.36% | Reduce -2.5% | 35,831 | $963K |
| Coastal Bridge Advisors, LLC | 0.22% | No change | 35,688 | $960K |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 35,022 | $942K |
| Verition Fund Management LLC | 0.01% | New | 33,670 | $905K |
| Janus Henderson Group PLC | 0.00% | Add +0.1% | 32,609 | $876K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.6% | 32,430 | $872K |
| SVB Wealth LLC | 0.02% | Reduce -40.4% | 31,356 | $843K |
| Maxi Investments CY Ltd | 0.22% | No change | 30,100 | $809K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 29,685 | $798K |
| Harbor Capital Advisors, Inc. | 0.10% | New | 29,198 | $785K |
| Walleye Trading LLC | 0.01% | New | 27,701 | $745K |
| Tyler-Stone Wealth Management | 0.33% | Reduce -0.9% | 27,667 | $744K |
| Creative Planning | 0.00% | Add +3.2% | 27,651 | $744K |
| Hilltop Holdings Inc. | 0.08% | Reduce -22.6% | 27,610 | $742K |
| SG Americas Securities, LLC | 0.00% | Reduce -19.1% | 27,343 | $735K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,600 | $715K |
| Dimensional Fund Advisors LP | 0.00% | Add +4.1% | 26,037 | $700K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.3% | 24,679 | $664K |
| Quantbot Technologies LP | 0.04% | New | 24,457 | $658K |
| Voya Investment Management LLC | 0.00% | Reduce -17.7% | 23,927 | $643K |
| HSBC Holdings PLC | 0.00% | Reduce -19.5% | 23,769 | $639K |
| Prospera Financial Services Inc | 0.02% | Reduce -18.1% | 21,844 | $587K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.1% | 21,700 | $584K |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.