Upstart HoldingsUPST
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $91.1M |
| Exits | 55 | $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.