Upstart Holdings, Inc. (UPST) — Institutional Holders, Q2 2026 (page 3)
399 institutional investment managers reported a UPST position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UPST 13F holders ranked 201–300 of 399
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | VIRGINIA RETIREMENT SYSTEMS ET Al#201 · 12,000 sh | 12,000 | $425.2K | <0.01% | New |
| 202 | Optiver Holding B.V.#202 · 11,888 sh | 11,888 | $421.2K | <0.01% | New |
| 203 | Capital Advantage#203 · 11,625 sh | 11,625 | $411.9K | — | 0.0% |
| 204 | ProShare Advisors#204 · 11,206 sh | 11,206 | $397.0K | <0.01% | -10.3% |
| 205 | LAZARD ASSET MANAGEMENT#205 · 33,368,000 sh | 33,368,000 | $381.9K | <0.01% | +629.4% |
| 206 | Simplicity Wealth#206 · 10,745 sh | 10,745 | $380.7K | — | -41.0% |
| 207 | WMG Financial Advisors#207 · 10,327 sh | 10,327 | $365.9K | 0.14% | -59.9% |
| 208 | INDEPENDENT FINANCIAL GROUP#208 · 10,103 sh | 10,103 | $357.9K | — | +25.8% |
| 209 | Amundi#209 · 9,831 sh | 9,831 | $348.3K | <0.01% | New |
| 210 | CSS#210 · 350,000 sh | 350,000 | $347.4K | 0.01% | 0.0% |
| 211 | VICTORY CAPITAL MANAGEMENT#211 · 9,471 sh | 9,471 | $335.6K | <0.01% | -3.1% |
| 212 | Vontobel Holding Ltd.#212 · 9,140 sh | 9,140 | $323.8K | — | -63.3% |
| 213 | Greenwich Wealth Management#213 · 9,091 sh | 9,091 | $322.0K | 0.01% | New |
| 214 | Prime Capital Investment Advisors#214 · 8,945 sh | 8,945 | $316.9K | — | -0.1% |
| 215 | TCG Advisory Services#215 · 8,864 sh | 8,864 | $314.1K | <0.01% | +13.1% |
| 216 | US BANCORP \DE\#216 · 8,604 sh | 8,604 | $304.8K | <0.01% | -16.6% |
| 217 | Cambridge Investment Research Advisors#217 · 8,585 sh | 8,585 | $304.0K | <0.01% | -27.8% |
| 218 | FOX RUN MANAGEMENT, L.L.C.#218 · 8,575 sh | 8,575 | $303.8K | 0.05% | New |
| 219 | Freestone Grove Partners#219 · 8,473 sh | 8,473 | $300.2K | <0.01% | New |
| 220 | XPONANCE#220 · 8,472 sh | 8,472 | $300.2K | <0.01% | +4.8% |
| 221 | World Investment Advisors#221 · 8,435 sh | 8,435 | $298.5K | <0.01% | -24.6% |
| 222 | Beacon Pointe Advisors#222 · 8,418 sh | 8,418 | $298.3K | <0.01% | +0.2% |
| 223 | Mitsubishi UFJ Asset Management , Ltd.#223 · 8,343 sh | 8,343 | $295.6K | <0.01% | +31.7% |
| 224 | AMI ASSET MANAGEMENT#224 · 8,330 sh | 8,330 | $295.1K | — | -5.2% |
| 225 | NLB Skladi, upravljanje premozenja, d.o.o.#225 · 8,232 sh | 8,232 | $291.7K | — | 0.0% |
| 226 | Strategic Family Wealth Counselors, L.L.C.#226 · 7,992 sh | 7,992 | $283.2K | 0.07% | -0.4% |
| 227 | OPPENHEIMER ASSET MANAGEMENT#227 · 7,929 sh | 7,929 | $280.9K | <0.01% | -13.1% |
| 228 | Merit Financial Group#228 · 7,871 sh | 7,871 | $278.9K | <0.01% | New |
| 229 | Ameritas Investment Partners#229 · 7,767 sh | 7,767 | $275.2K | <0.01% | +10.4% |
| 230 | EP Wealth Advisors#230 · 7,661 sh | 7,661 | $271.4K | <0.01% | -2.8% |
| 231 | Engineers Gate Manager#231 · 7,420 sh | 7,420 | $262.9K | <0.01% | -84.8% |
| 232 | State of Wyoming#232 · 7,234 sh | 7,234 | $256.3K | 0.03% | +4.8% |
| 233 | Venture Visionary Partners#233 · 7,205 sh | 7,205 | $255.3K | — | New |
| 234 | TWO SIGMA SECURITIES#234 · 7,196 sh | 7,196 | $255.0K | 0.02% | New |
| 235 | Sequoia Financial Advisors#235 · 7,174 sh | 7,174 | $254.2K | <0.01% | New |
| 236 | WEALTH ENHANCEMENT ADVISORY SERVICES#236 · 22,338 sh | 22,338 | $252.2K | — | +17.6% |
| 237 | Integrated Wealth Concepts#237 · 7,003 sh | 7,003 | $248.1K | <0.01% | New |
| 238 | TRUIST FINANCIAL#238 · 6,905 sh | 6,905 | $244.6K | <0.01% | New |
| 239 | Symmetry Partners#239 · 6,793 sh | 6,793 | $240.7K | — | New |
| 240 | Inspire Investing#240 · 6,722 sh | 6,722 | $238.2K | — | New |
| 241 | PCM Encore#241 · 6,648 sh | 6,648 | $235.5K | 0.04% | New |
| 242 | PRINCIPAL FINANCIAL GROUP#242 · 6,544 sh | 6,544 | $231.9K | <0.01% | New |
| 243 | Jump Financial#243 · 6,452 sh | 6,452 | $228.6K | <0.01% | -100.0% |
| 244 | Sanctuary Advisors#244 · 6,418 sh | 6,418 | $227.4K | <0.01% | New |
| 245 | Wealthfront Advisers#245 · 6,385 sh | 6,385 | $226.2K | <0.01% | New |
| 246 | Synergy Financial Group, LTD#246 · 6,374 sh | 6,374 | $225.8K | 0.16% | New |
| 247 | Neuberger Berman Group#247 · 6,366 sh | 6,366 | $225.5K | <0.01% | New |
| 248 | Caprock Group#248 · 6,360 sh | 6,360 | $225.3K | <0.01% | New |
| 249 | Abel Hall#249 · 6,354 sh | 6,354 | $225.1K | — | New |
| 250 | Swiss Life Asset Management Ltd#250 · 6,185 sh | 6,185 | $219.1K | <0.01% | New |
| 251 | Advisory Services Network#251 · 50,775 sh | 50,775 | $214.8K | <0.01% | +991.0% |
| 252 | OCCUDO QUANTITATIVE STRATEGIES#252 · 6,011 sh | 6,011 | $213.0K | 0.01% | New |
| 253 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT#253 · 6,007 sh | 6,007 | $212.8K | 0.06% | New |
| 254 | Traynor Capital Management#254 · 5,967 sh | 5,967 | $211.4K | <0.01% | New |
| 255 | FORA Capital#255 · 5,716 sh | 5,716 | $202.5K | 0.01% | New |
| 256 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#256 · 5,524 sh | 5,524 | $196.0K | <0.01% | 0.0% |
| 257 | EMC Capital Management#257 · 6,600 sh | 6,600 | $194.0K | 0.08% | — |
| 258 | Ensign Peak Advisors#258 · 5,400 sh | 5,400 | $191.3K | <0.01% | +4.9% |
| 259 | Newbridge Financial Services Group#259 · 5,315 sh | 5,315 | $188.3K | — | -34.3% |
| 260 | FIFTH THIRD BANCORP#260 · 4,974 sh | 4,974 | $176.2K | <0.01% | +0.3% |
| 261 | Mitsubishi UFJ & Banking#261 · 3,920 sh | 3,920 | $138.9K | <0.01% | New |
| 262 | KBC Group NV#262 · 3,510 sh | 3,510 | $124.0K | — | 0.0% |
| 263 | ODDO BHF ASSET MANAGEMENT SAS#263 · 150 sh | 150 | $122.8K | <0.01% | New |
| 264 | Farther Finance Advisors#264 · 3,426 sh | 3,426 | $121.4K | — | -4.1% |
| 265 | HARBOUR INVESTMENTS#265 · 3,345 sh | 3,345 | $118.5K | <0.01% | -22.9% |
| 266 | PNC FINANCIAL SERVICES GROUP#266 · 3,245 sh | 3,245 | $115.0K | <0.01% | -16.5% |
| 267 | Mosley Wealth Management#267 · 3,176 sh | 3,176 | $112.5K | — | +3593.0% |
| 268 | Ameritas Advisory Services#268 · 3,123 sh | 3,123 | $110.6K | <0.01% | New |
| 269 | Tower Research Capital (TRC)#269 · 2,951 sh | 2,951 | $104.6K | <0.01% | -66.2% |
| 270 | Versant Capital Management#270 · 2,905 sh | 2,905 | $102.9K | — | +26.7% |
| 271 | NISA INVESTMENT ADVISORS#271 · 2,881 sh | 2,881 | $102.1K | — | -0.2% |
| 272 | Orion Capital Management#272 · 2,700 sh | 2,700 | $95.7K | 0.03% | 0.0% |
| 273 | Clearstead Advisors#273 · 2,513 sh | 2,513 | $89.0K | <0.01% | +67.5% |
| 274 | Westside Investment Management#274 · 2,450 sh | 2,450 | $86.8K | 0.01% | -2.0% |
| 275 | Federation des caisses Desjardins du Quebec#275 · 2,185 sh | 2,185 | $77.4K | <0.01% | -29.7% |
| 276 | GAMMA Investing#276 · 2,174 sh | 2,174 | $77.0K | — | 0.0% |
| 277 | FNY Investment Advisers#277 · 2,199 sh | 2,199 | $77.0K | — | New |
| 278 | Allworth Financial#278 · 2,096 sh | 2,096 | $74.3K | <0.01% | +15.1% |
| 279 | HOLLENCREST SECURITIES#279 · 2,000 sh | 2,000 | $70.9K | <0.01% | 0.0% |
| 280 | Holos Integrated Wealth#280 · 2,041 sh | 2,041 | $67.5K | — | 0.0% |
| 281 | Rakuten Securities#281 · 1,886 sh | 1,886 | $66.8K | 0.02% | -3.4% |
| 282 | Geneos Wealth Management#282 · 1,842 sh | 1,842 | $65.3K | <0.01% | 0.0% |
| 283 | SRS Capital Advisors#283 · 1,622 sh | 1,622 | $57.5K | <0.01% | +871.3% |
| 284 | Bogart Wealth#284 · 1,610 sh | 1,610 | $57.0K | <0.01% | +51.7% |
| 285 | Caitong International Asset Management , Ltd#285 · 1,374 sh | 1,374 | $48.7K | <0.01% | -78.3% |
| 286 | Asset Management One , Ltd.#286 · 1,344 sh | 1,344 | $47.6K | — | -25.5% |
| 287 | Compagnie Lombard Odier SCmA#287 · 1,300 sh | 1,300 | $46.1K | <0.01% | New |
| 288 | Osbon Capital Management#288 · 1,129 sh | 1,129 | $40.0K | 0.03% | 0.0% |
| 289 | Eurizon Capital SGR S.p.A.#289 · 1,072 sh | 1,072 | $37.6K | <0.01% | 0.0% |
| 290 | Parallel Advisors#290 · 937 sh | 937 | $33.2K | <0.01% | -7.7% |
| 291 | SIGNATUREFD#291 · 869 sh | 869 | $30.8K | — | -40.3% |
| 292 | LOS ANGELES CAPITAL MANAGEMENT#292 · 844 sh | 844 | $29.9K | <0.01% | -89.4% |
| 293 | SUMMIT SECURITIES GROUP#293 · 743 sh | 743 | $26.3K | <0.01% | New |
| 294 | NATIONAL BANK OF CANADA#294 · 681 sh | 681 | $24.1K | 0.00% | +13.3% |
| 295 | Steward Partners Investment Advisory#295 · 662 sh | 662 | $23.5K | <0.01% | +61.9% |
| 296 | INSIGNEO ADVISORY SERVICES#296 · 28,000 sh | 28,000 | $22.8K | <0.01% | +27.3% |
| 297 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#297 · 568 sh | 568 | $20.1K | 0.00% | -54.7% |
| 298 | IFG Advisory#298 · 20,000 sh | 20,000 | $19.8K | <0.01% | New |
| 299 | IFP Advisors#299 · 558 sh | 558 | $19.8K | — | +37.4% |
| 300 | Larson Financial Group#300 · 535 sh | 535 | $19.0K | <0.01% | -52.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.