Upstart Holdings, Inc. (UPST) — Institutional Holders, Q2 2026 (page 4)
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 301 to 399. 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 301–399 of 399
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | HUNTINGTON NATIONAL BANK#301 · 400 sh | 400 | $14.2K | <0.01% | New |
| 302 | NewEdge Advisors#302 · 385 sh | 385 | $13.6K | 0.00% | New |
| 303 | Y.D. More Investments Ltd#303 · 370 sh | 370 | $13.1K | <0.01% | 0.0% |
| 304 | Equitable#304 · 13,000 sh | 13,000 | $12.9K | 0.00% | 0.0% |
| 305 | Plante Moran Financial Advisors#305 · 356 sh | 356 | $12.6K | <0.01% | -30.5% |
| 306 | Quent Capital#306 · 334 sh | 334 | $11.8K | <0.01% | 0.0% |
| 307 | Ancora Advisors#307 · 325 sh | 325 | $11.5K | <0.01% | -13.3% |
| 308 | Kemnay Advisory Services#308 · 320 sh | 320 | $11.3K | <0.01% | -86.4% |
| 309 | EverSource Wealth Advisors#309 · 316 sh | 316 | $11.2K | <0.01% | +56.4% |
| 310 | Sterling Capital Management#310 · 301 sh | 301 | $10.7K | — | -46.1% |
| 311 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#311 · 300 sh | 300 | $10.6K | 0.00% | 0.0% |
| 312 | Rosenberg Matthew Hamilton#312 · 300 sh | 300 | $10.6K | — | 0.0% |
| 313 | Mirae Asset Global Investments , Ltd.#313 · 256 sh | 256 | $9.1K | 0.00% | +1.2% |
| 314 | Covestor Ltd#314 · 252 sh | 252 | $9.0K | <0.01% | +123.0% |
| 315 | NBH Bank#315 · 234 sh | 234 | $8.3K | <0.01% | — |
| 316 | Quarry#316 · 223 sh | 223 | $7.9K | <0.01% | New |
| 317 | Smartleaf Asset Management#317 · 212 sh | 212 | $7.5K | <0.01% | 0.0% |
| 318 | CoreCap Advisors#318 · 210 sh | 210 | $7.4K | — | -28.8% |
| 319 | MassMutual Private Wealth & , FSB#319 · 204 sh | 204 | $7.2K | — | 0.0% |
| 320 | Triumph Capital Management#320 · 200 sh | 200 | $7.1K | — | -5.7% |
| 321 | City State Bank#321 · 200 sh | 200 | $7.1K | — | 0.0% |
| 322 | ROTHSCHILD INVESTMENT#322 · 200 sh | 200 | $7.1K | <0.01% | +66.7% |
| 323 | Wilmington Savings Fund Society, FSB#323 · 200 sh | 200 | $7.1K | — | 0.0% |
| 324 | Fulcrum Asset Management LLP#324 · 176 sh | 176 | $6.2K | <0.01% | New |
| 325 | Dogwood Wealth Management#325 · 165 sh | 165 | $5.8K | <0.01% | 0.0% |
| 326 | Allied Private Wealth#326 · 175 sh | 175 | $5.6K | <0.01% | — |
| 327 | AdvisorNet Financial#327 · 155 sh | 155 | $5.5K | — | 0.0% |
| 328 | KERR FINANCIAL PLANNING#328 · 150 sh | 150 | $5.3K | <0.01% | 0.0% |
| 329 | ADIRONDACK#329 · 150 sh | 150 | $5.3K | — | 0.0% |
| 330 | BESSEMER GROUP#330 · 130 sh | 130 | $5.0K | 0.00% | +30.0% |
| 331 | Pinnacle Wealth Planning Services#331 · 136 sh | 136 | $4.8K | <0.01% | +1260.0% |
| 332 | POM Investment Strategies#332 · 105 sh | 105 | $3.7K | — | New |
| 333 | Parkside Financial Bank#333 · 100 sh | 100 | $3.5K | — | +100.0% |
| 334 | Heritage Wealth Advisors#334 · 100 sh | 100 | $3.5K | <0.01% | 0.0% |
| 335 | Cedar Mountain Advisors#335 · 100 sh | 100 | $3.5K | — | 0.0% |
| 336 | Spire Wealth Management#336 · 100 sh | 100 | $3.5K | <0.01% | New |
| 337 | Main Street Group, LTD#337 · 100 sh | 100 | $3.5K | <0.01% | 0.0% |
| 338 | Frazier Financial Advisors#338 · 100 sh | 100 | $3.5K | <0.01% | 0.0% |
| 339 | Wealth Enhancement Services#339 · 99 sh | 99 | $3.5K | — | 0.0% |
| 340 | Physician Wealth Advisors#340 · 97 sh | 97 | $3.4K | — | +4.3% |
| 341 | Global Retirement Partners#341 · 87 sh | 87 | $3.1K | 0.00% | — |
| 342 | TD Waterhouse Canada#342 · 80 sh | 80 | $2.9K | — | -3.6% |
| 343 | Fortitude Family Office#343 · 77 sh | 77 | $2.7K | — | 0.0% |
| 344 | Key Capital Management#344 · 76 sh | 76 | $2.7K | <0.01% | 0.0% |
| 345 | Steigerwald, Gordon & Koch#345 · 70 sh | 70 | $2.5K | <0.01% | 0.0% |
| 346 | WOLVERINE ASSET MANAGEMENT#346 · 53 sh | 53 | $1.9K | 0.00% | 0.0% |
| 347 | Prestige Wealth Management Group#347 · 50 sh | 50 | $1.8K | <0.01% | 0.0% |
| 348 | Essential Partners#348 · 50 sh | 50 | $1.8K | — | +108.3% |
| 349 | NVWM#349 · 43 sh | 43 | $1.5K | — | 0.0% |
| 350 | Anchor Investment Management#350 · 41 sh | 41 | $1.5K | <0.01% | 0.0% |
| 351 | N.E.W. Advisory Services#351 · 34 sh | 34 | $1.2K | <0.01% | 0.0% |
| 352 | Bell Investment Advisors#352 · 29 sh | 29 | $1.0K | <0.01% | 0.0% |
| 353 | Retirement Wealth Solutions#353 · 29 sh | 29 | $1.0K | — | +93.3% |
| 354 | Avion Wealth#354 · 51 sh | 51 | $1.0K | <0.01% | 0.0% |
| 355 | Forum Finance Group S.A.#355 · 50 sh | 50 | $1.0K | <0.01% | 0.0% |
| 356 | West Financial Advisors#356 · 28 sh | 28 | $993.00 | — | New |
| 357 | PayPay Securities#357 · 26 sh | 26 | $921.00 | — | -33.3% |
| 358 | Hilton Head Capital Partners#358 · 25 sh | 25 | $886.00 | — | 0.0% |
| 359 | JNBA Financial Advisors#359 · 24 sh | 24 | $851.00 | <0.01% | +140.0% |
| 360 | Silver Grove Financial Group#360 · 23 sh | 23 | $815.00 | <0.01% | New |
| 361 | TrueNorth#361 · 20 sh | 20 | $709.00 | 0.00% | +53.8% |
| 362 | Cornerstone Financial Management#362 · 20 sh | 20 | $709.00 | <0.01% | New |
| 363 | SouthState Bank#363 · 20 sh | 20 | $709.00 | 0.00% | New |
| 364 | ASSETMARK#364 · 18 sh | 18 | $638.00 | — | -28.0% |
| 365 | Sawyer & Company#365 · 17 sh | 17 | $602.00 | — | 0.0% |
| 366 | SHP Wealth Management#366 · 17 sh | 17 | $602.00 | 0.00% | 0.0% |
| 367 | MANNING & NAPIER ADVISORS#367 · 16 sh | 16 | $560.00 | 0.00% | New |
| 368 | Cornerstone Planning Group#368 · 18 sh | 18 | $516.00 | — | 0.0% |
| 369 | True Wealth Design#369 · 13 sh | 13 | $461.00 | — | 0.0% |
| 370 | Fairscale Capital#370 · 12 sh | 12 | $425.00 | <0.01% | 0.0% |
| 371 | Quaker Wealth Management#371 · 11 sh | 11 | $390.00 | — | -21.4% |
| 372 | NBT BANK N A#372 · 11 sh | 11 | $390.00 | — | 0.0% |
| 373 | Alken Asset Management Ltd.#373 · 350 sh | 350 | $347.00 | — | 0.0% |
| 374 | Asset Dedication#374 · 8 sh | 8 | $284.00 | 0.00% | 0.0% |
| 375 | Planning Strategies#375 · 8 sh | 8 | $283.00 | — | — |
| 376 | MCDONALD PARTNERS#376 · 6 sh | 6 | $213.00 | <0.01% | New |
| 377 | SALEM INVESTMENT COUNSELORS#377 · 6 sh | 6 | $213.00 | — | 0.0% |
| 378 | Stone House Investment Management#378 · 5 sh | 5 | $177.00 | — | New |
| 379 | Signature Equity Partners#379 · 5 sh | 5 | $177.00 | <0.01% | 0.0% |
| 380 | Investors Research#380 · 4 sh | 4 | $142.00 | — | 0.0% |
| 381 | Addison Advisors#381 · 4 sh | 4 | $142.00 | <0.01% | 0.0% |
| 382 | Glass Jacobson Investment Advisors#382 · 4 sh | 4 | $142.00 | — | 0.0% |
| 383 | NorthAvenue#383 · 4 sh | 4 | $142.00 | <0.01% | New |
| 384 | JPL Wealth Management#384 · 3 sh | 3 | $107.00 | 0.00% | New |
| 385 | Principia Wealth Advisory#385 · 2 sh | 2 | $71.00 | 0.00% | -33.3% |
| 386 | WPG Advisers#386 · 2 sh | 2 | $71.00 | 0.00% | 0.0% |
| 387 | Strive Financial Group#387 · 2 sh | 2 | $71.00 | 0.00% | New |
| 388 | Transamerica Financial Advisors#388 · 2 sh | 2 | $70.00 | 0.00% | 0.0% |
| 389 | GHP Investment Advisors#389 · 1 sh | 1 | $36.00 | — | 0.0% |
| 390 | JFS WEALTH ADVISORS#390 · 1 sh | 1 | $36.00 | 0.00% | 0.0% |
| 391 | DiNuzzo Private Wealth#391 · 1 sh | 1 | $36.00 | — | 0.0% |
| 392 | Strategic Wealth Partners, Ltd.#392 · 1 sh | 1 | $35.00 | 0.00% | 0.0% |
| 393 | Continuum Advisory#393 · 1 sh | 1 | $35.00 | 0.00% | New |
| 394 | ACTION POINT FINANCIAL PLANNING#394 · 1 sh | 1 | $35.00 | 0.00% | New |
| 395 | HANTZ FINANCIAL SERVICES#395 · 12 sh | 12 | $0.00 | 0.00% | +140.0% |
| 396 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#396 · 95,138 sh | 95,138 | — | — | -5.5% |
| 397 | Context Capital Management#397 · 78,174,000 sh | 78,174,000 | — | — | 0.0% |
| 398 | Worth Venture Partners#398 · 10,000,000 sh | 10,000,000 | — | — | New |
| 399 | Elequin Securities#399 · 16 sh | 16 | — | — | -90.1% |
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.