Upstart HoldingsUPST

13F holders, Q1 2025 (March 31)
387holders −4
55new positions
55sold out
9famous investors
$46.02avg. 13F price*

At the end of Q1 2025, 387 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 4 from Q4 2024. 55 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($368.9M), BlackRock, Inc. ($299.7M) and State Street Corp. ($92.5M). 9 famous investors held it, including Philippe Laffont (0.2% of Coatue Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Upstart Holdings Inc.
CUSIP
91680M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 278Q1 2024Q2 2024: 275Q2 2024Q3 2024: 349Q3 2024Q4 2024: 391Q4 2024Q1 2025: 387Q1 2025Q2 2025: 421Q2 2025Q3 2025: 412Q3 2025Q4 2025: 394Q4 2025Q1 2026: 340Q1 2026Q2 2026: 369Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions55$91.1M
Exits55$111.7M

All 13F filers, Q4 2024 → Q1 2025: 9,945,811 shares bought and 7,973,789 shares sold, net +1,972,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 387 holders

Vanguard Group Inc. 0.01% Add +2.8% 8,014,656 $368.9M
BlackRock, Inc. 0.01% Add +3.1% 6,510,168 $299.7M
State Street Corp. 0.00% Reduce -1.1% 2,008,749 $92.5M
Geode Capital Management, LLC 0.01% Add +4.8% 1,935,534 $89.1M
Goldman Sachs Group Inc. 0.02% Reduce -24.2% 1,829,422 $84.2M
Fred Alger Management, LLC 0.46% Reduce -7.9% 1,764,136 $81.2M
Morgan Stanley 0.01% Reduce -39.7% 1,587,727 $73.1M
BNP Paribas Financial Markets 0.06% Reduce -0.4% 1,566,516 $72.1M
Two Sigma Investments, LP 0.16% Reduce -22.0% 1,499,186 $69.0M
Two Sigma Advisers, LP 0.15% Reduce -13.8% 1,474,200 $67.9M
Renaissance Technologies 0.10% Add +4.5% 1,441,600 $66.4M
Invesco Ltd. 0.01% Add +79.0% 1,270,352 $58.5M
D. E. Shaw & Co. 0.07% Reduce -62.8% 1,223,923 $56.3M
Driehaus Capital Management LLC 0.54% Add +71.5% 1,215,237 $55.9M
Bank of America Corp. 0.00% Add +24.7% 1,198,187 $55.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% Add +3.9% 1,197,966 $55.1M
Qube Research & Technologies Ltd 0.08% Add +94.8% 1,178,408 $54.2M
Susquehanna International Group, LLP 0.07% Add +85.6% 987,638 $45.5M
Norges Bank 0.01% Add +141.3% 986,037 $45.4M
Voloridge Investment Management, LLC 0.16% Reduce -7.2% 952,701 $43.9M
Fuller & Thaler Asset Management, Inc. 0.16% Add +27.9% 907,581 $41.8M
Man Group plc 0.13% Add +52.8% 905,197 $41.7M
Coatue Management 0.18% Add +149.5% 870,947 $40.1M
Capital Fund Management S.A. 0.50% Add +859.5% 854,152 $39.3M
Northern Trust Corp. 0.01% Reduce -1.0% 774,806 $35.7M
UBS Group AG 0.01% Add +34.9% 757,925 $34.9M
Barclays PLC 0.02% Add +83.2% 731,951 $33.7M
JPMorgan Chase & Co. 0.00% Reduce -6.1% 679,055 $31.3M
Connor, Clark & Lunn Investment Management Ltd. 0.14% Add +48.8% 677,049 $31.2M
Summit Partners Public Asset Management, LLC 1.48% Reduce -31.7% 671,000 $30.9M
Charles Schwab Investment Management Inc. 0.01% Add +0.1% 657,855 $30.3M
Trexquant Investment LP 0.26% Reduce -20.1% 476,646 $21.9M
Squarepoint Ops LLC 0.05% Reduce -7.2% 426,077 $19.6M
Nuveen, LLC 0.01% — 414,893 $19.1M
KADENSA CAPITAL Ltd 2.35% New 412,171 $19.0M
Pathstone Holdings, LLC 0.08% Reduce -2.2% 387,368 $17.8M
Citigroup Inc. 0.01% Reduce -1.6% 351,101 $16.2M
Jump Financial, LLC 0.19% Add +57.0% 262,327 $12.1M
Healthcare of Ontario Pension Plan Trust Fund 0.03% No change 262,000 $12.1M
Bank of New York Mellon Corp 0.00% Reduce -12.1% 241,211 $11.1M
Citadel Advisors 0.01% Add +618.0% 234,794 $10.8M
Verition Fund Management LLC 0.06% Add +114.8% 226,883 $10.4M
Tidal Investments LLC 0.08% Add +54.7% 217,631 $10.0M
HSBC Holdings PLC 0.01% Add +7.6% 204,678 $9.4M
Aquatic Capital Management LLC 0.22% New 186,885 $8.6M
Sepio Capital, LP 0.66% New 180,300 $8.3M
Quantbot Technologies LP 0.26% Add +454.8% 180,035 $8.3M
Twin Tree Management, LP 0.18% Add +766.1% 175,857 $8.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.7% 173,017 $8.0M
Canada Pension Plan Investment Board 0.01% New 172,600 $7.9M
Liontrust Investment Partners LLP 0.12% Add +153.9% 161,402 $7.4M
Swiss National Bank 0.01% Add +6.3% 159,100 $7.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +31.3% 147,135 $6.8M
First Trust Advisors LP 0.01% Add +5.9% 141,161 $6.5M
Engineers Gate Manager LP 0.11% Reduce -51.1% 136,866 $6.3M
Jane Street Group, LLC 0.01% Reduce -53.1% 130,830 $6.0M
Millennium Management 0.01% Reduce -41.0% 128,840 $5.9M
Schonfeld Strategic Advisors LLC 0.04% Add +179.2% 127,647 $5.9M
Magnetar Financial LLC 0.08% Add +949.0% 121,701 $5.6M
Principal Financial Group Inc. 0.00% Add +1675.4% 118,687 $5.5M
Raymond James Financial Inc. 0.00% Reduce -2.5% 118,678 $5.5M
Rhumbline Advisers 0.01% Add +4.6% 117,307 $5.4M
Bank of Nova Scotia 0.01% Reduce -10.7% 110,031 $5.1M
Parallax Volatility Advisers, L.P. 0.18% New 99,398 $4.6M
AQR Capital Management 0.00% Add +89.5% 96,706 $4.5M
ExodusPoint Capital Management, LP 0.06% Add +45.6% 96,080 $4.4M
Group One Trading LLC 0.18% New 94,690 $4.4M
LPL Financial LLC 0.00% Add +11.8% 93,630 $4.3M
Alliancebernstein L.P. 0.00% No change 90,910 $4.2M
Legal & General Group Plc 0.00% Add +5.8% 82,085 $3.8M
Macquarie Group Ltd. 0.00% New 76,649 $3.5M
California State Teachers Retirement System 0.00% Add +6.6% 76,036 $3.5M
Robeco Institutional Asset Management B.V. 0.01% No change 75,000 $3.5M
Intech Investment Management LLC 0.04% Add +70.8% 74,134 $3.4M
Edgestream Partners, L.P. 0.12% New 74,077 $3.4M
Deutsche Bank AG 0.00% Reduce -15.7% 73,816 $3.4M
Wells Fargo & Company 0.00% Add +20.9% 73,451 $3.4M
Susquehanna Fundamental Investments, LLC 0.05% No change 70,160 $3.2M
Landscape Capital Management, L.L.C. 0.29% Add +222.0% 70,117 $3.2M
Hillsdale Investment Management Inc. 0.16% Add +9.1% 68,300 $3.1M
Quantinno Capital Management LP 0.02% Reduce -14.7% 66,524 $3.1M
Royal Fund Management, LLC 0.36% New 65,340 $3.0M
Tudor Investment Corporation 0.03% Add +27.7% 63,294 $2.9M
Global IMC LLC 0.77% New 61,551 $2.8M
T. Rowe Price Associates Inc. 0.00% Add +7.4% 60,528 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -8.0% 59,129 $2.7M
Algert Global LLC 0.07% Add +13.0% 57,184 $2.6M
Tyler-Stone Wealth Management 0.45% No change 54,834 $2.5M
Informed Momentum Co LLC 0.41% Reduce -39.2% 52,053 $2.4M
Fox Run Management, L.L.C. 0.35% Add +859.9% 49,684 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -16.1% 49,670 $2.3M
Manufacturers Life Insurance Company, The 0.00% Add +10.6% 47,830 $2.2M
HRT Financial LP 0.01% New 47,724 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +9.1% 47,553 $2.2M
MetLife Investment Management, LLC 0.01% Reduce -1.5% 46,452 $2.1M
Manchester Capital Management LLC 0.25% No change 43,392 $2.0M
Brevan Howard Capital Management LP 0.06% Reduce -37.5% 43,133 $2.0M
Jefferies Financial Group Inc. 0.04% Add +40.6% 42,415 $2.0M
Main Management ETF Advisors, LLC 0.09% New 41,097 $1.9M
Walleye Capital LLC 0.02% Add +15.2% 40,686 $1.9M

"% of holder's portfolio" is UPST's weight in each manager's 13F, not the share of Upstart Holdings Inc. the manager owns.

Show all 387 holders