Upstart HoldingsUPST
13F holders, Q2 2024 (June 30)275holders −3
40new positions
43sold out
4famous investors
$23.59avg. 13F price*
At the end of Q2 2024, 275 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 3 from Q1 2024. 40 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($172.2M), BlackRock Inc. ($133.6M) and State Street Corp. ($53.4M). 4 famous investors held it, including Philippe Laffont (0.1% of Coatue Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $21.9M |
| Exits | 43 | $36.0M |
All 13F filers, Q1 2024 → Q2 2024: 5,356,754 shares bought and 5,323,772 shares sold, net +32,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| Vanguard Group Inc. | 0.00% | Add +2.4% | 7,299,317 | $172.2M |
| BlackRock Inc. | 0.00% | Add +6.0% | 5,664,303 | $133.6M |
| State Street Corp. | 0.00% | Add +21.2% | 2,263,422 | $53.4M |
| Geode Capital Management, LLC | 0.00% | Add +7.2% | 1,787,292 | $42.2M |
| Susquehanna International Group, LLP | 0.06% | Add +4.6% | 1,526,681 | $36.0M |
| Morgan Stanley | 0.00% | Reduce -34.4% | 1,479,858 | $34.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +68.4% | 1,407,925 | $33.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | — | 1,249,284 | $29.5M |
| Bank of America Corp. | 0.00% | Add +134.7% | 1,110,614 | $26.2M |
| Voloridge Investment Management, LLC | 0.09% | Add +5.6% | 1,075,378 | $25.4M |
| D. E. Shaw & Co. | 0.03% | Reduce -56.1% | 889,527 | $21.0M |
| Coatue Management | 0.08% | No change | 870,947 | $20.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 648,909 | $15.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 610,824 | $14.4M |
| Jane Street Group, LLC | 0.01% | Reduce -9.4% | 501,240 | $11.8M |
| Citadel Advisors | 0.01% | Reduce -0.1% | 497,207 | $11.7M |
| Fred Alger Management, LLC | 0.06% | Reduce -3.0% | 492,423 | $11.6M |
| Bank of Montreal | 0.00% | Reduce -14.1% | 447,726 | $10.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +151.6% | 443,101 | $10.5M |
| Two Sigma Investments, LP | 0.02% | Add +985.4% | 404,843 | $9.6M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.1% | 395,289 | $9.3M |
| UBS Group AG | 0.00% | Add +225.3% | 388,585 | $9.2M |
| Azora Capital LP | 0.50% | Add +76.6% | 371,308 | $8.8M |
| First Trust Advisors LP | 0.01% | Reduce -19.1% | 371,102 | $8.8M |
| Marshall Wace, LLP | 0.01% | Reduce -21.6% | 358,459 | $8.5M |
| Norges Bank | 0.00% | Add +2.0% | 296,389 | $7.0M |
| Liontrust Investment Partners LLP | 0.10% | Add +26.1% | 290,000 | $6.8M |
| Bank of New York Mellon Corp | 0.00% | Add +15.3% | 272,430 | $6.4M |
| Millennium Management | 0.01% | New | 262,396 | $6.2M |
| Kodai Capital Management LP | 0.11% | New | 255,039 | $6.0M |
| Capital Fund Management S.A. | 0.06% | Add +73.2% | 241,029 | $5.7M |
| Seven Eight Capital, LP | 0.55% | Add +18.1% | 223,608 | $5.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +4.4% | 213,008 | $5.0M |
| Two Sigma Securities, LLC | 0.17% | Add +135.5% | 149,974 | $3.5M |
| Barclays PLC | 0.00% | Reduce -73.7% | 149,809 | $3.5M |
| SG Americas Securities, LLC | 0.02% | Add +442.1% | 148,214 | $3.5M |
| Swiss National Bank | 0.00% | Add +1.3% | 144,500 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +85.4% | 130,655 | $3.1M |
| IMC-Chicago, LLC | 0.10% | New | 126,577 | $3.0M |
| Rhumbline Advisers | 0.00% | Add +7.0% | 113,697 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 109,678 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +35.1% | 95,717 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +15.5% | 87,980 | $2.1M |
| Balyasny Asset Management L.P. | 0.01% | Add +82.6% | 85,126 | $2.0M |
| Optiver Holding B.V. | 0.03% | Reduce -42.9% | 75,327 | $1.8M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +30.8% | 75,000 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | Add +747.7% | 74,600 | $1.8M |
| Quantinno Capital Management LP | 0.03% | Add +650.0% | 72,861 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 71,960 | $1.7M |
| Legal & General Group Plc | 0.00% | Reduce -0.6% | 71,901 | $1.7M |
| Invesco Ltd. | 0.00% | Add +2.4% | 71,338 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 64,553 | $1.5M |
| Compound Planning, Inc. | 0.10% | Add +0.7% | 59,009 | $1.4M |
| Headlands Technologies LLC | 0.15% | Add +61.9% | 58,571 | $1.4M |
| Eschler Asset Management LLP | 1.06% | No change | 50,000 | $1.3M |
| Simplex Trading, LLC | 0.04% | New | 53,729 | $1.3M |
| Wolverine Trading, LLC | 0.02% | Add +182.2% | 52,959 | $1.2M |
| BIT Capital GmbH | 0.10% | New | 48,483 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -5.3% | 47,899 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -14.4% | 47,022 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 45,862 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -19.2% | 45,714 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.5% | 45,387 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +17.1% | 44,713 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.2% | 44,301 | $1.0M |
| WMG Financial Advisors, LLC | 0.55% | Reduce -11.0% | 43,732 | $1.0M |
| Manchester Capital Management LLC | 0.12% | Add +17.1% | 43,691 | $1.0M |
| TCI Wealth Advisors, Inc. | 0.09% | Add +5.1% | 42,024 | $991K |
| Corebridge Financial, Inc. | 0.01% | — | 41,441 | $978K |
| Baader Bank Aktiengesellschaft | 0.08% | Add +273.8% | 41,115 | $969K |
| MML Investors Services, LLC | 0.00% | Add +16.4% | 40,779 | $962K |
| Composition Wealth, LLC | 0.02% | Add +0.2% | 40,440 | $954K |
| Bailard, Inc. | 0.03% | No change | 39,297 | $927K |
| Brevan Howard Capital Management LP | 0.06% | Add +83.5% | 38,663 | $912K |
| Coastal Bridge Advisors, LLC | 0.21% | No change | 35,688 | $842K |
| WINTON GROUP Ltd | 0.06% | New | 35,661 | $841K |
| Legacy Capital Group California, Inc. | 0.29% | Reduce -4.1% | 34,366 | $811K |
| New York State Common Retirement Fund | 0.00% | Add +14.6% | 34,026 | $803K |
| HSBC Holdings PLC | 0.00% | Add +44.6% | 34,383 | $799K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 32,227 | $760K |
| Maxi Investments CY Ltd | 0.16% | No change | 30,100 | $710K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.3% | 30,045 | $709K |
| Gryphon Financial Partners LLC | 0.11% | Reduce -25.0% | 30,000 | $708K |
| Independent Advisor Alliance | 0.02% | New | 29,455 | $695K |
| Tyler-Stone Wealth Management | 0.28% | Add +3.4% | 28,617 | $675K |
| Mariner, LLC | 0.00% | Reduce -36.4% | 27,093 | $639K |
| Osaic Holdings, Inc. | 0.00% | Add +42.7% | 27,007 | $637K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.6% | 27,049 | $635K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,600 | $627K |
| SVB Wealth LLC | 0.02% | Reduce -16.1% | 26,300 | $620K |
| Creative Planning | 0.00% | Reduce -5.4% | 26,169 | $617K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.5% | 25,645 | $605K |
| Voya Investment Management LLC | 0.00% | Add +5.8% | 25,317 | $597K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 24,245 | $572K |
| Tidal Investments LLC | 0.01% | New | 22,029 | $520K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -74.3% | 20,576 | $485K |
| Arizona State Retirement System | 0.00% | Add +3.5% | 20,567 | $485K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.3% | 20,540 | $485K |
| Shelton Capital Management | 0.01% | No change | 20,000 | $472K |
| ProShare Advisors LLC | 0.00% | Add +49.1% | 19,894 | $469K |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.