Upstart HoldingsUPST
13F holders, Q4 2024 (December 31)391holders +42
84new positions
57sold out
8famous investors
$61.59avg. 13F price*
At the end of Q4 2024, 391 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, up 42 from Q3 2024. 84 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($479.8M), BlackRock, Inc. ($388.6M) and D. E. Shaw & Co. ($202.4M). 8 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Philippe Laffont (0.1% of Coatue Management's portfolio).
- Company
- Upstart Holdings Inc.
- CUSIP
- 91680M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $290.3M |
| Exits | 57 | $41.8M |
All 13F filers, Q3 2024 → Q4 2024: 15,848,797 shares bought and 7,424,905 shares sold, net +8,423,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 391 holders
| Vanguard Group Inc. | 0.01% | Add +5.0% | 7,793,452 | $479.8M |
| BlackRock, Inc. | 0.01% | Add +9.1% | 6,311,589 | $388.6M |
| D. E. Shaw & Co. | 0.24% | Add +42.1% | 3,287,759 | $202.4M |
| Morgan Stanley | 0.01% | Add +84.3% | 2,632,809 | $162.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +41.4% | 2,413,354 | $148.6M |
| State Street Corp. | 0.00% | Reduce -10.3% | 2,031,504 | $125.1M |
| Two Sigma Investments, LP | 0.29% | Add +20.1% | 1,922,770 | $118.4M |
| Fred Alger Management, LLC | 0.56% | Add +53.6% | 1,915,121 | $117.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 1,846,438 | $113.7M |
| Two Sigma Advisers, LP | 0.24% | Add +190.2% | 1,709,300 | $105.2M |
| BNP Paribas Financial Markets | 0.08% | New | 1,573,211 | $96.9M |
| Renaissance Technologies | 0.13% | Add +28.8% | 1,379,900 | $85.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.15% | Reduce -0.7% | 1,153,331 | $71.0M |
| Marshall Wace, LLP | 0.08% | Add +300.2% | 1,061,512 | $65.4M |
| Voloridge Investment Management, LLC | 0.22% | Reduce -23.5% | 1,026,860 | $63.2M |
| Summit Partners Public Asset Management, LLC | 2.03% | Add +113.7% | 983,000 | $60.5M |
| Bank of America Corp. | 0.01% | Add +2.1% | 960,754 | $59.2M |
| Northern Trust Corp. | 0.01% | Add +16.2% | 782,557 | $48.2M |
| JPMorgan Chase & Co. | 0.00% | Add +29.4% | 723,306 | $44.5M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | New | 709,705 | $43.7M |
| Invesco Ltd. | 0.01% | Add +886.0% | 709,684 | $43.7M |
| Driehaus Capital Management LLC | 0.36% | Add +54.6% | 708,450 | $43.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.2% | 657,118 | $40.5M |
| Qube Research & Technologies Ltd | 0.06% | Add +94.4% | 605,022 | $37.3M |
| Trexquant Investment LP | 0.43% | Add +43.3% | 596,389 | $36.7M |
| Man Group plc | 0.11% | New | 592,243 | $36.5M |
| UBS Group AG | 0.01% | Add +19.8% | 562,044 | $34.6M |
| Susquehanna International Group, LLP | 0.05% | Reduce -72.2% | 532,129 | $32.8M |
| Squarepoint Ops LLC | 0.07% | New | 458,965 | $28.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.13% | Reduce -37.3% | 455,168 | $28.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -5.7% | 440,294 | $27.1M |
| Norges Bank | 0.00% | Add +62.1% | 408,612 | $25.2M |
| Pathstone Holdings, LLC | 0.11% | Reduce -0.1% | 396,096 | $24.9M |
| Barclays PLC | 0.01% | Reduce -67.0% | 399,625 | $24.6M |
| Citigroup Inc. | 0.02% | Add +233.8% | 356,640 | $22.0M |
| Coatue Management | 0.07% | Reduce -59.9% | 349,060 | $21.5M |
| Engineers Gate Manager LP | 0.30% | Add +84.3% | 280,009 | $17.2M |
| Jane Street Group, LLC | 0.03% | Add +147.6% | 279,027 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Add +27.3% | 274,482 | $16.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | New | 262,000 | $16.1M |
| Azora Capital LP | 0.61% | Reduce -32.8% | 221,480 | $13.6M |
| Millennium Management | 0.01% | Reduce -46.6% | 218,307 | $13.4M |
| HSBC Holdings PLC | 0.01% | Add +1946.8% | 190,293 | $11.9M |
| Jump Financial, LLC | 0.22% | Add +759.7% | 167,037 | $10.3M |
| Hidden Lake Asset Management LP | 6.80% | Add +106.8% | 161,830 | $10.0M |
| Swiss National Bank | 0.01% | Add +2.6% | 149,700 | $9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +32.0% | 145,730 | $9.0M |
| Tidal Investments LLC | 0.07% | Reduce -57.8% | 140,705 | $8.7M |
| IMC-Chicago, LLC | 0.23% | Add +707.4% | 137,242 | $8.4M |
| National Bank of Canada | 0.01% | Add +2623.4% | 135,709 | $8.4M |
| First Trust Advisors LP | 0.01% | Reduce -33.7% | 133,282 | $8.2M |
| Bank of Nova Scotia | 0.01% | New | 123,191 | $7.6M |
| Raymond James Financial Inc. | 0.00% | — | 121,740 | $7.5M |
| Rhumbline Advisers | 0.01% | Add +3.6% | 112,147 | $6.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 112,065 | $6.9M |
| Verition Fund Management LLC | 0.03% | Reduce -20.3% | 105,614 | $6.5M |
| Agf Management Ltd. | 0.03% | New | 93,126 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -12.1% | 90,910 | $5.6M |
| Capital Fund Management S.A. | 0.05% | New | 89,018 | $5.5M |
| Deutsche Bank AG | 0.00% | Add +1.1% | 87,590 | $5.4M |
| Informed Momentum Co LLC | 0.75% | New | 85,556 | $5.3M |
| LPL Financial LLC | 0.00% | Add +38.6% | 83,719 | $5.2M |
| Quantinno Capital Management LP | 0.05% | Reduce -1.2% | 78,023 | $4.8M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 77,620 | $4.8M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 75,000 | $4.6M |
| California State Teachers Retirement System | 0.01% | Add +0.7% | 71,330 | $4.4M |
| Susquehanna Fundamental Investments, LLC | 0.07% | — | 70,160 | $4.3M |
| Brevan Howard Capital Management LP | 0.11% | Reduce -14.3% | 69,057 | $4.3M |
| ExodusPoint Capital Management, LP | 0.04% | New | 65,992 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +305.5% | 64,277 | $4.0M |
| Liontrust Investment Partners LLP | 0.06% | Reduce -78.1% | 63,566 | $3.9M |
| Hillsdale Investment Management Inc. | 0.19% | New | 62,600 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +26.6% | 60,768 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 59,211 | $3.6M |
| Aristeia Capital, L.L.C. | 0.24% | New | 56,700 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.9% | 56,356 | $3.5M |
| Tyler-Stone Wealth Management | 0.60% | Reduce -1.3% | 54,834 | $3.4M |
| Hel Ved Capital Management Ltd | 0.98% | New | 51,940 | $3.2M |
| Twinbeech Capital LP | 0.05% | Reduce -67.9% | 51,425 | $3.2M |
| AQR Capital Management | 0.00% | Add +31.3% | 51,042 | $3.1M |
| Algert Global LLC | 0.07% | Add +166.2% | 50,606 | $3.1M |
| Tudor Investment Corporation | 0.03% | New | 49,565 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Add +5.5% | 47,161 | $2.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +273.0% | 45,725 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.6% | 43,579 | $2.7M |
| Intech Investment Management LLC | 0.03% | Add +84.9% | 43,395 | $2.7M |
| Manchester Capital Management LLC | 0.31% | Reduce -0.7% | 43,392 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.5% | 43,247 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -4.4% | 41,986 | $2.6M |
| Composition Wealth, LLC | 0.05% | No change | 40,440 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -31.7% | 39,455 | $2.4M |
| Corebridge Financial, Inc. | 0.01% | Reduce -5.2% | 39,041 | $2.4M |
| Bailard, Inc. | 0.06% | Add +0.6% | 38,759 | $2.4M |
| Coastal Bridge Advisors, LLC | 0.55% | Reduce -0.3% | 35,588 | $2.2M |
| Walleye Capital LLC | 0.02% | Reduce -61.4% | 35,324 | $2.2M |
| Legacy Capital Group California, Inc. | 0.63% | Reduce -1.4% | 33,704 | $2.1M |
| Union Bancaire Privee, UBP SA | 0.04% | — | 32,842 | $2.1M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -91.5% | 32,842 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -93.8% | 32,700 | $2.0M |
| Quantbot Technologies LP | 0.07% | Reduce -66.9% | 32,453 | $2.0M |
"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.