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Upstart Holdings
UPST

Overview Fund Activity

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M

Top Buyers

1
JCAM
1
Jericho Capital Asset Management
New York
$236M
2
CAM
2
Contour Asset Management
New York
$89.7M
3
MGCM
3
Mane Global Capital Management
New York
$43.6M
4
Squarepoint
4
Squarepoint
New York
$65.4M
5
RCM
5
Rokos Capital Management
United Kingdom
$31M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.84M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$23.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$45.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
226
Quantitative Investment Management
Virginia
$460K +$2.58K +40 +0.6%
American Century Companies
227
American Century Companies
Missouri
$458K +$458K +7,086 New
JFG
228
Jefferies Financial Group
New York
$453K -$2.29M -35,415 -83%
ASN
229
Advisory Services Network
Georgia
$441K +$22.2K +272 +5%
X
230
Xponance
Pennsylvania
$437K +$37.8K +584 +9%
LBWM
231
Left Brain Wealth Management
Illinois
$427K -$102K -1,570 -19%
SC
232
Savant Capital
Illinois
$419K +$129K +1,994 +45%
GCP
233
GSA Capital Partners
United Kingdom
$418K -$546K -8,457 -57%
SFG
234
Synergy Financial Group
California
$406K +$31.6K +488 +8%
SP
235
Symmetry Partners
Connecticut
$394K +$26.5K +409 +7%
KNFPWM
236
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$389K – – –
Principal Financial Group
237
Principal Financial Group
Iowa
$387K -$7.29M -112,697 -95%
SFA
238
Sequoia Financial Advisors
Ohio
$384K +$647 +10 +0.2%
STA
239
Summit Trail Advisors
New York
$383K +$383K +5,925 New
CIBC World Market
240
CIBC World Market
Ontario, Canada
$368K +$61.8K +956 +20%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$357K – – –
I
242
InceptionR
California
$346K +$346K +5,350 New
Stifel Financial
243
Stifel Financial
Missouri
$344K +$344K +5,314 New
Vontobel Holding
244
Vontobel Holding
Switzerland
$340K -$32.8K -507 -9%
TWM
245
Tradition Wealth Management
Minnesota
$339K +$34.6K +535 +11%
CAM
246
Cresset Asset Management
Illinois
$339K +$10.9K +169 +3%
AF
247
Advisornet Financial
Minnesota
$333K – – –
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$331K -$28.7K -444 -8%
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$324K +$317K +4,903 +4,714%
BI
250
Bramshill Investments
Florida
$323K +$323K +5,000 New
8 9
10
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