Upstart HoldingsUPST
13F holders, Q3 2024 (September 30)349holders +74
100new positions
27sold out
7famous investors
$39.91avg. 13F price*
At the end of Q3 2024, 349 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, up 74 from Q2 2024. 100 opened new positions and 27 sold out. The largest holders were Vanguard Group Inc. ($297.0M), BlackRock, Inc. ($231.5M) and D. E. Shaw & Co. ($92.6M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Philippe Laffont (0.1% of Coatue Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $185.6M |
| Exits | 27 | $12.1M |
All 13F filers, Q2 2024 → Q3 2024: 13,106,401 shares bought and 2,565,467 shares sold, net +10,540,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 349 holders
| Vanguard Group Inc. | 0.01% | Add +1.7% | 7,423,812 | $297.0M |
| BlackRock, Inc. | 0.00% | — | 5,786,693 | $231.5M |
| D. E. Shaw & Co. | 0.13% | Add +160.2% | 2,314,257 | $92.6M |
| State Street Corp. | 0.00% | Add +0.1% | 2,265,371 | $90.6M |
| Susquehanna International Group, LLP | 0.13% | Add +25.2% | 1,911,549 | $76.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 1,816,774 | $72.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +21.2% | 1,706,632 | $68.3M |
| Two Sigma Investments, LP | 0.15% | Add +295.6% | 1,601,404 | $64.1M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 1,428,149 | $57.1M |
| Voloridge Investment Management, LLC | 0.20% | Add +24.9% | 1,342,710 | $53.7M |
| Fred Alger Management, LLC | 0.24% | Add +153.2% | 1,246,839 | $49.9M |
| Barclays PLC | 0.02% | Add +707.5% | 1,209,723 | $48.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.11% | Reduce -7.1% | 1,160,894 | $46.4M |
| Renaissance Technologies | 0.06% | New | 1,071,700 | $42.9M |
| Bank of America Corp. | 0.00% | Reduce -15.3% | 940,518 | $37.6M |
| Coatue Management | 0.13% | No change | 870,947 | $34.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.14% | Add +63.8% | 725,582 | $29.0M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 673,393 | $26.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.3% | 642,876 | $25.7M |
| Two Sigma Advisers, LP | 0.06% | Add +689.5% | 589,000 | $23.6M |
| JPMorgan Chase & Co. | 0.00% | Add +409.9% | 559,199 | $22.4M |
| Citadel Advisors | 0.02% | Add +6.0% | 526,949 | $21.1M |
| UBS Group AG | 0.01% | Add +20.8% | 469,264 | $18.8M |
| Nuveen Asset Management, LLC | 0.01% | Add +119.1% | 466,736 | $18.7M |
| Summit Partners Public Asset Management, LLC | 0.83% | New | 460,000 | $18.4M |
| Driehaus Capital Management LLC | 0.16% | New | 458,227 | $18.3M |
| Trexquant Investment LP | 0.21% | New | 416,185 | $16.7M |
| Millennium Management | 0.01% | Add +55.7% | 408,505 | $16.3M |
| Pathstone Holdings, LLC | 0.07% | Add +0.3% | 396,408 | $15.9M |
| Cubist Systematic Strategies, LLC | 0.23% | New | 385,981 | $15.4M |
| Bank of Montreal | 0.01% | Reduce -16.5% | 373,723 | $15.3M |
| Tidal Investments LLC | 0.15% | Add +1413.8% | 333,463 | $13.3M |
| Azora Capital LP | 0.71% | Reduce -11.2% | 329,755 | $13.2M |
| Qube Research & Technologies Ltd | 0.02% | New | 311,277 | $12.5M |
| Marshall Wace, LLP | 0.01% | Reduce -26.0% | 265,260 | $10.6M |
| Simplex Trading, LLC | 0.36% | Add +393.0% | 264,883 | $10.6M |
| Norges Bank | 0.00% | Reduce -14.9% | 252,085 | $10.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.9% | 215,595 | $8.6M |
| First Trust Advisors LP | 0.01% | Reduce -45.8% | 201,103 | $8.0M |
| Kodai Capital Management LP | 0.15% | Reduce -28.6% | 182,126 | $7.3M |
| Liontrust Investment Partners LLP | 0.10% | No change | 290,000 | $6.8M |
| Twinbeech Capital LP | 0.12% | New | 160,348 | $6.4M |
| Engineers Gate Manager LP | 0.12% | New | 151,939 | $6.1M |
| Swiss National Bank | 0.00% | Add +1.0% | 145,900 | $5.8M |
| Verition Fund Management LLC | 0.04% | New | 132,442 | $5.3M |
| Capital Advantage, Inc. | 0.91% | Add +736.2% | 119,121 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -77.5% | 112,683 | $4.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -15.5% | 110,415 | $4.4M |
| Rhumbline Advisers | 0.00% | Reduce -4.8% | 108,225 | $4.3M |
| Citigroup Inc. | 0.00% | Add +127.2% | 106,844 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Add +17.6% | 103,427 | $4.1M |
| Quantbot Technologies LP | 0.15% | Add +416.3% | 98,158 | $3.9M |
| Walleye Capital LLC | 0.04% | New | 91,577 | $3.7M |
| Deutsche Bank AG | 0.00% | Add +89.6% | 86,674 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.8% | 86,359 | $3.5M |
| Headlands Technologies LLC | 0.38% | Add +40.8% | 82,472 | $3.3M |
| Brevan Howard Capital Management LP | 0.16% | Add +108.4% | 80,567 | $3.2M |
| Quantinno Capital Management LP | 0.04% | Add +8.3% | 78,944 | $3.2M |
| Hidden Lake Asset Management LP | 2.78% | New | 78,260 | $3.1M |
| Legal & General Group Plc | 0.00% | Add +7.1% | 77,005 | $3.1M |
| HRT Financial LP | 0.01% | New | 75,688 | $3.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 75,000 | $3.0M |
| Invesco Ltd. | 0.00% | Add +0.9% | 71,978 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -1.6% | 70,827 | $2.8M |
| Wolverine Trading, LLC | 0.07% | Add +29.7% | 68,667 | $2.8M |
| J. Goldman & Co LP | 0.11% | New | 64,519 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -6.4% | 60,395 | $2.4M |
| Two Sigma Securities, LLC | 0.19% | Reduce -60.5% | 59,174 | $2.4M |
| Compound Planning, Inc. | 0.15% | Reduce -0.5% | 58,743 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +92.3% | 57,791 | $2.3M |
| Seven Eight Capital, LP | 0.20% | Reduce -74.8% | 56,233 | $2.2M |
| Tyler-Stone Wealth Management | 0.42% | Add +94.1% | 55,534 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +179.4% | 54,385 | $2.2M |
| Aquatic Capital Management LLC | 0.05% | New | 51,200 | $2.0M |
| LifePro Asset Management | 1.23% | New | 50,179 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.1% | 48,201 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 48,006 | $1.9M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +95.2% | 47,318 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 45,969 | $1.8M |
| TCI Wealth Advisors, Inc. | 0.15% | Add +6.5% | 44,756 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | No change | 44,713 | $1.8M |
| WMG Financial Advisors, LLC | 0.80% | Add +0.9% | 44,107 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +7.7% | 43,912 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.9% | 43,901 | $1.8M |
| Manchester Capital Management LLC | 0.20% | No change | 43,691 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 41,187 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.8% | 40,486 | $1.6M |
| Composition Wealth, LLC | 0.04% | No change | 40,440 | $1.6M |
| AQR Capital Management | 0.00% | New | 38,888 | $1.6M |
| Bailard, Inc. | 0.04% | Reduce -1.9% | 38,547 | $1.5M |
| Centiva Capital, LP | 0.07% | New | 36,123 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.35% | No change | 35,688 | $1.4M |
| Legacy Capital Group California, Inc. | 0.45% | Reduce -0.5% | 34,180 | $1.4M |
| Baader Bank Aktiengesellschaft | 0.11% | Reduce -16.8% | 34,229 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Add +16.9% | 31,100 | $1.2M |
| Entropy Technologies, LP | 0.12% | New | 27,774 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -19.2% | 26,053 | $1.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -23.5% | 26,026 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.3% | 27,388 | $1.0M |
| BIT Capital GmbH | 0.10% | Reduce -46.6% | 25,871 | $1.0M |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.