Upstart HoldingsUPST

13F holders, Q2 2025 (June 30)
421holders +34
81new positions
49sold out
7famous investors
$64.66avg. 13F price*

At the end of Q2 2025, 421 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, up 34 from Q1 2025. 81 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($534.2M), BlackRock, Inc. ($437.8M) and Jericho Capital Asset Management L.P. ($236.3M). 7 famous investors held it, including Philippe Laffont (0.2% of Coatue Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions81$493.0M
Exits49$127.8M

All 13F filers, Q1 2025 → Q2 2025: 12,452,441 shares bought and 11,168,814 shares sold, net +1,283,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 421 holders

Vanguard Group Inc. 0.01% Add +3.0% 8,259,108 $534.2M
BlackRock, Inc. 0.01% Add +4.0% 6,768,579 $437.8M
Jericho Capital Asset Management L.P. 3.15% New 3,653,835 $236.3M
State Street Corp. 0.01% Add +3.4% 2,076,019 $134.3M
Geode Capital Management, LLC 0.01% Add +3.8% 2,009,116 $130.0M
Morgan Stanley 0.01% Add +5.3% 1,672,703 $108.2M
Contour Asset Management LLC 2.93% New 1,387,200 $89.7M
Goldman Sachs Group Inc. 0.01% Reduce -28.1% 1,315,631 $85.1M
Two Sigma Investments, LP 0.16% Reduce -14.3% 1,285,152 $83.1M
Driehaus Capital Management LLC 0.66% Add +4.7% 1,271,891 $82.3M
Susquehanna International Group, LLP 0.13% Add +28.1% 1,264,982 $81.8M
Bank of America Corp. 0.01% Add +4.8% 1,255,044 $81.2M
Fred Alger Management, LLC 0.35% Reduce -30.9% 1,219,700 $78.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Reduce -0.2% 1,195,702 $77.3M
Norges Bank 0.01% Add +6.3% 1,047,875 $67.8M
Fuller & Thaler Asset Management, Inc. 0.24% Add +11.5% 1,012,114 $65.5M
Squarepoint Ops LLC 0.14% Add +137.3% 1,011,167 $65.4M
Capital Fund Management S.A. 0.64% Add +4.7% 894,094 $57.8M
Coatue Management 0.16% No change 870,947 $56.3M
Invesco Ltd. 0.01% Reduce -31.9% 864,564 $55.9M
UBS Group AG 0.01% Add +8.2% 820,062 $53.0M
Northern Trust Corp. 0.01% Add +1.3% 784,719 $50.8M
Connor, Clark & Lunn Investment Management Ltd. 0.17% Add +9.2% 739,261 $47.8M
Two Sigma Advisers, LP 0.09% Reduce -52.5% 700,000 $45.3M
Charles Schwab Investment Management Inc. 0.01% Add +4.9% 690,122 $44.6M
Mane Global Capital Management LP 1.98% New 673,712 $43.6M
D. E. Shaw & Co. 0.04% Reduce -46.7% 652,826 $42.2M
JPMorgan Chase & Co. 0.00% Reduce -4.4% 649,435 $42.0M
Tidal Investments LLC 0.27% Add +189.2% 629,285 $40.7M
Barclays PLC 0.02% Reduce -20.2% 583,871 $37.8M
Summit Partners Public Asset Management, LLC 1.47% Reduce -13.1% 583,000 $37.7M
Voloridge Investment Management, LLC 0.13% Reduce -43.3% 539,771 $34.9M
Nuveen, LLC 0.01% Add +23.6% 512,682 $33.2M
Man Group plc 0.07% Reduce -43.5% 511,868 $33.1M
Rokos Capital Management LLP 0.53% New 479,321 $31.0M
Pathstone Holdings, LLC 0.10% Reduce -0.7% 384,683 $24.9M
Qube Research & Technologies Ltd 0.03% Reduce -68.6% 370,004 $23.9M
Wells Fargo & Company 0.01% Add +395.8% 364,190 $23.6M
Citigroup Inc. 0.02% Reduce -0.1% 350,823 $22.7M
KADENSA CAPITAL Ltd 3.03% Reduce -28.7% 294,031 $19.0M
Aquatic Capital Management LLC 0.36% Add +47.1% 274,884 $17.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +57.8% 273,043 $17.7M
Bank of New York Mellon Corp 0.00% Add +6.7% 257,322 $16.6M
Sepio Capital, LP 1.18% Add +42.0% 256,102 $16.6M
First Trust Advisors LP 0.01% Add +73.1% 244,409 $15.8M
Jump Financial, LLC 0.20% Reduce -8.9% 238,972 $15.5M
Canada Pension Plan Investment Board 0.01% Add +26.9% 219,100 $14.2M
HSBC Holdings PLC 0.01% Add +4.7% 214,202 $13.9M
Verition Fund Management LLC 0.08% Reduce -9.8% 204,692 $13.2M
Cubist Systematic Strategies, LLC 0.14% Add +512.3% 194,854 $12.6M
Hidden Lake Asset Management LP 5.96% Add +592.3% 187,345 $12.1M
Marex Group Ltd 0.22% Add +2565.8% 182,740 $11.8M
Q Fund Management (Hong Kong) Ltd 6.18% New 173,700 $11.2M
J. Goldman & Co LP 0.35% Add +3004.2% 170,728 $11.0M
Swiss National Bank 0.01% Add +2.7% 163,400 $10.6M
Jane Street Group, LLC 0.02% Add +23.2% 161,234 $10.4M
Landscape Capital Management, L.L.C. 0.72% Add +102.8% 142,183 $9.2M
Raymond James Financial Inc. 0.00% Add +18.2% 140,250 $9.1M
Twin Tree Management, LP 0.22% Reduce -24.9% 132,147 $8.5M
Rhumbline Advisers 0.01% Add +11.2% 130,464 $8.4M
Y-Intercept (Hong Kong) Ltd 0.20% New 128,377 $8.3M
Millennium Management 0.01% Reduce -1.2% 127,335 $8.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -16.6% 122,681 $7.9M
Polar Asset Management Partners Inc. 0.27% New 122,400 $7.9M
Marshall Wace, LLP 0.01% New 111,152 $7.2M
Balyasny Asset Management L.P. 0.02% New 105,001 $6.8M
Alliancebernstein L.P. 0.00% Add +8.6% 98,680 $6.4M
Metavasi Capital LP 2.73% New 95,000 $6.1M
Legal & General Group Plc 0.00% Add +13.5% 93,131 $6.0M
Liontrust Investment Partners LLP 0.08% Reduce -43.2% 91,612 $5.9M
Brevan Howard Capital Management LP 0.07% Add +111.7% 91,309 $5.9M
Quantinno Capital Management LP 0.03% Add +35.3% 90,011 $5.8M
Prudential Financial Inc. 0.01% Add +1116.8% 89,675 $5.8M
Hillsdale Investment Management Inc. 0.21% Add +30.9% 89,440 $5.8M
HRT Financial LP 0.03% Add +85.7% 88,599 $5.7M
SG Americas Securities, LLC 0.02% Add +135.3% 83,766 $5.4M
Federated Hermes, Inc. 0.01% Add +1563.6% 81,598 $5.3M
Sei Investments Co. 0.01% Add +202.3% 78,649 $5.1M
California State Teachers Retirement System 0.01% Add +0.4% 76,368 $4.9M
LPL Financial LLC 0.00% Reduce -19.9% 74,977 $4.8M
Nishkama Capital, LLC 0.76% New 72,000 $4.7M
T. Rowe Price Associates Inc. 0.00% Add +16.5% 70,512 $4.6M
Susquehanna Fundamental Investments, LLC 0.12% No change 70,160 $4.5M
Deutsche Bank AG 0.00% Reduce -7.8% 68,029 $4.4M
G2 Investment Partners Management LLC 0.96% New 67,500 $4.4M
Royal Fund Management, LLC 0.45% Reduce -0.6% 64,926 $4.2M
Nebula Research & Development LLC 0.33% Add +578.9% 60,689 $3.9M
Commonwealth Equity Services, LLC 0.01% Add +22.5% 58,233 $3.8M
Algert Global LLC 0.08% Add +0.9% 57,689 $3.7M
Edgestream Partners, L.P. 0.10% Reduce -23.8% 56,459 $3.7M
Ameriprise Financial Inc. 0.00% Reduce -10.7% 52,793 $3.4M
AQR Capital Management 0.00% Reduce -47.4% 50,906 $3.3M
ExodusPoint Capital Management, LP 0.04% Reduce -47.2% 50,722 $3.3M
MetLife Investment Management, LLC 0.02% Add +8.3% 50,291 $3.3M
Parallax Volatility Advisers, L.P. 0.16% Reduce -50.4% 49,307 $3.2M
Wolverine Trading, LLC 0.08% Add +53.8% 50,019 $3.2M
Schonfeld Strategic Advisors LLC 0.02% Reduce -62.8% 47,469 $3.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.2% 47,236 $3.1M
Quadrature Capital Ltd 0.05% New 45,904 $3.0M
Trexquant Investment LP 0.03% Reduce -90.5% 45,143 $2.9M

"% 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 421 holders