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UPST · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

UPSTV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • UPST
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterUPSTV
Q3 2020none listed holders, n.a.55 holders, $62.2bn
Q4 20204 holders, $594m52 holders, $67.1bn
Q1 20212 holders, $1.8bn58 holders, $64.5bn
Q2 20216 holders, $2.0bn52 holders, $69.3bn
Q3 202110 holders, $5.2bn56 holders, $63.6bn
Q4 20218 holders, $1.4bn47 holders, $58.0bn
Q1 20222 holders, $12m59 holders, $61.8bn
Q2 20222 holders, $87m57 holders, $55.2bn
Q3 20222 holders, $55m57 holders, $50.7bn
Q4 20221 holders, $11m54 holders, $59.4bn
Q1 20231 holders, $26m55 holders, $64.0bn
Q2 20234 holders, $192m54 holders, $65.2bn
Q3 20233 holders, $164m55 holders, $61.5bn
Q4 20236 holders, $327m48 holders, $68.6bn
Q1 20245 holders, $126m50 holders, $73.1bn
Q2 20244 holders, $48m45 holders, $69.5bn
Q3 20248 holders, $319m47 holders, $70.5bn
Q4 202411 holders, $708m48 holders, $77.6bn
Q1 202512 holders, $416m43 holders, $83.5bn
Q2 20259 holders, $368m45 holders, $83.4bn
Q3 20259 holders, $249m48 holders, $82.8bn
Q4 20255 holders, $65m49 holders, $86.0bn
Q1 20267 holders, $146m49 holders, $73.3bn
Q2 20264 holders, $169m52 holders, $81.9bn
UPST

Upstart HLDGS Inc

Holders
8
Reported value
$319m
Buyers
7
Sellers
0

Breadth +7 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
47
Reported value
$70.5bn
Buyers
15
Sellers
29

Breadth -14 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UPST (3)

Brevan Howard Capital Management LP, Coatue Management LLC, Renaissance Technologies LLC

Only V (42)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, and 17 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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