Upstart HoldingsUPST

13F holders, Q3 2025 (September 30)
412holders −9
72new positions
77sold out
8famous investors
$50.83avg. 13F price*

At the end of Q3 2025, 412 institutions reported holding Upstart Holdings Inc. (UPST) in their 13F filings, down 9 from Q2 2025. 72 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($418.6M), BlackRock, Inc. ($348.3M) and Jericho Capital Asset Management L.P. ($227.6M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Philippe Laffont (0.1% of Coatue Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions72$246.0M
Exits77$333.0M

All 13F filers, Q2 2025 → Q3 2025: 14,581,599 shares bought and 11,282,078 shares sold, net +3,299,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 412 holders

Vanguard Group Inc. 0.01% Reduce -0.2% 8,240,724 $418.6M
BlackRock, Inc. 0.01% Add +1.3% 6,856,038 $348.3M
Jericho Capital Asset Management L.P. 2.37% Add +22.6% 4,480,809 $227.6M
Slate Path Capital LP 2.15% New 2,731,974 $138.8M
State Street Corp. 0.00% Reduce -1.2% 2,051,352 $104.2M
Geode Capital Management, LLC 0.01% Add +1.6% 2,041,781 $103.7M
Morgan Stanley 0.01% Reduce -1.2% 1,652,024 $83.9M
Goldman Sachs Group Inc. 0.01% Add +20.8% 1,589,648 $80.8M
Squarepoint Ops LLC 0.15% Add +34.1% 1,356,294 $68.9M
Marex Group Ltd 0.82% Add +613.9% 1,304,483 $66.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% Reduce -1.4% 1,178,677 $59.9M
Fred Alger Management, LLC 0.22% Reduce -7.5% 1,127,568 $57.3M
Fuller & Thaler Asset Management, Inc. 0.18% Add +3.4% 1,046,143 $53.1M
Tidal Investments LLC 0.22% Add +59.0% 1,000,638 $50.8M
T. Rowe Price Associates Inc. 0.01% Add +1306.0% 991,433 $50.4M
Jane Street Group, LLC 0.06% Add +504.5% 974,697 $49.5M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +31.5% 971,856 $49.4M
Voloridge Investment Management, LLC 0.17% Add +79.8% 970,306 $49.3M
Susquehanna International Group, LLP 0.07% Reduce -23.9% 962,880 $48.9M
Coatue Management 0.11% No change 870,947 $44.2M
Wells Fargo & Company 0.01% Add +132.4% 846,246 $43.0M
UBS Group AG 0.01% Add +0.6% 825,348 $41.9M
Northern Trust Corp. 0.01% Add +0.1% 785,312 $39.9M
Charles Schwab Investment Management Inc. 0.01% Add +7.4% 741,430 $37.7M
Barclays PLC 0.01% Add +23.2% 719,410 $36.5M
Invesco Ltd. 0.00% Reduce -30.0% 604,892 $30.7M
Clear Street Group Inc. 0.14% — 571,212 $29.0M
Qube Research & Technologies Ltd 0.04% Add +53.5% 567,873 $28.8M
Capital Fund Management S.A. 0.29% Reduce -37.1% 562,108 $28.6M
JPMorgan Chase & Co. 0.00% Reduce -15.1% 551,723 $28.0M
Citigroup Inc. 0.02% Add +56.8% 550,138 $27.9M
Marshall Wace, LLP 0.03% Add +341.4% 490,581 $24.9M
Man Group plc 0.05% Reduce -7.7% 472,244 $24.0M
Jump Financial, LLC 0.32% Add +97.0% 470,791 $23.9M
Millennium Management 0.02% Add +258.3% 456,251 $23.2M
KADENSA CAPITAL Ltd 2.38% Add +54.8% 455,150 $23.1M
Nuveen, LLC 0.01% Reduce -15.0% 435,915 $22.1M
Tudor Investment Corporation 0.13% New 370,901 $18.8M
Optiver Holding B.V. 0.30% Add +3866.5% 367,534 $18.7M
Rokos Capital Management LLP 0.23% Reduce -24.7% 360,719 $18.3M
Pathstone Holdings, LLC 0.07% Reduce -12.1% 338,333 $17.2M
Two Sigma Advisers, LP 0.03% Reduce -56.7% 302,900 $15.4M
Summit Partners Public Asset Management, LLC 0.50% Reduce -48.5% 300,000 $15.2M
Citadel Advisors 0.01% Add +1460.7% 296,158 $15.0M
Balyasny Asset Management L.P. 0.03% Add +174.1% 287,764 $14.6M
Two Sigma Investments, LP 0.02% Reduce -78.4% 277,144 $14.1M
Bank of New York Mellon Corp 0.00% Add +6.0% 272,784 $13.9M
Bank of America Corp. 0.00% Reduce -80.5% 245,059 $12.4M
First Trust Advisors LP 0.01% Reduce -3.0% 237,131 $12.0M
GC Wealth Management RIA, LLC 0.38% Add +1779.2% 230,072 $11.7M
HSBC Holdings PLC 0.01% Add +6.7% 228,530 $11.6M
SG Americas Securities, LLC 0.04% Add +147.6% 207,422 $10.5M
Annex Advisory Services, LLC 0.22% New 207,094 $10.5M
Halter Ferguson Financial Inc. 2.53% New 205,406 $10.4M
IMC-Chicago, LLC 0.16% New 178,363 $9.1M
Virtu Financial LLC 0.49% New 170,211 $8.6M
Swiss National Bank 0.00% Add +1.6% 166,000 $8.4M
Liontrust Investment Partners LLP 0.12% Add +77.6% 162,680 $8.3M
Verition Fund Management LLC 0.05% Reduce -21.2% 161,303 $8.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -41.2% 160,433 $8.1M
Quantbot Technologies LP 0.20% Add +1066.4% 147,316 $7.5M
Wellington Management Group LLP 0.00% New 127,523 $6.5M
Rhumbline Advisers 0.01% Reduce -2.5% 127,179 $6.5M
Aquatic Capital Management LLC 0.12% Reduce -54.0% 126,482 $6.4M
Raymond James Financial Inc. 0.00% Reduce -12.8% 122,285 $6.2M
LPL Financial LLC 0.00% Add +48.8% 111,556 $5.7M
Landscape Capital Management, L.L.C. 0.36% Reduce -22.0% 110,859 $5.6M
Walleye Trading LLC 0.09% Add +11276.4% 110,692 $5.6M
Bank of Nova Scotia 0.01% Add +144.7% 109,588 $5.6M
D. E. Shaw & Co. 0.00% Reduce -83.3% 109,190 $5.5M
Prudential Financial Inc. 0.01% Add +13.4% 101,695 $5.2M
HRT Financial LP 0.02% Add +13.8% 100,797 $5.1M
Nordea Investment Management AB 0.00% New 98,393 $5.1M
Alliancebernstein L.P. 0.00% Add +0.6% 99,300 $5.0M
Hillsdale Investment Management Inc. 0.15% Add +10.0% 98,410 $5.0M
Erste Asset Management GmbH 0.05% New 83,400 $4.8M
AXA Investment Managers S.A. 0.01% — 92,466 $4.7M
Legal & General Group Plc 0.00% Reduce -2.6% 90,694 $4.6M
Quantinno Capital Management LP 0.01% Add +0.6% 90,509 $4.6M
Edgestream Partners, L.P. 0.13% Add +59.1% 89,836 $4.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +2608.6% 88,599 $4.5M
Bank of Montreal 0.00% Add +452.4% 88,001 $4.5M
California State Teachers Retirement System 0.00% Add +8.7% 83,029 $4.2M
Engineers Gate Manager LP 0.04% New 73,513 $3.7M
Federated Hermes, Inc. 0.01% Reduce -10.0% 73,441 $3.7M
Deutsche Bank AG 0.00% Add +3.5% 70,428 $3.6M
Commonwealth Equity Services, LLC 0.00% Add +12.1% 65,298 $3.3M
Neo Ivy Capital Management 0.78% New 63,356 $3.2M
Bridgewater Associates 0.01% New 61,972 $3.1M
Walleye Capital LLC 0.03% New 61,507 $3.1M
Dimensional Fund Advisors LP 0.00% Add +78.4% 57,761 $2.9M
Brevan Howard Capital Management LP 0.04% Reduce -39.2% 55,494 $2.8M
Twin Tree Management, LP 0.13% Reduce -58.1% 55,371 $2.8M
Osaic Holdings, Inc. 0.00% Add +46.6% 41,434 $2.8M
Trexquant Investment LP 0.03% Add +21.3% 54,755 $2.8M
MML Investors Services, LLC 0.01% Add +28.4% 54,616 $2.8M
Sei Investments Co. 0.00% Reduce -34.3% 51,714 $2.6M
MetLife Investment Management, LLC 0.01% Reduce -1.7% 49,448 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -7.8% 48,647 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Reduce -0.7% 47,126 $2.4M

"% 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 412 holders