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Upstart Holdings

393 hedge funds and large institutions have $2.83B invested in Upstart Holdings in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 118 increasing their positions, 137 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

14% less capital invested

Capital invested by funds: $3.27B → $2.83B (-$445M)

14% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 137

Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$518M
Puts
$428M
Net Calls
Net Calls Change

Top Buyers

1 +$118M
2 +$106M
3 +$68.6M
4
ACL
Azora Capital LP
Florida
+$40.6M
5
SG Americas Securities
SG Americas Securities
New York
+$40.4M

Top Sellers

1 -$139M
2 -$62.5M
3 -$53.1M
4
TI
Tidal Investments
Wisconsin
-$50.8M
5
Coatue Management
Coatue Management
New York
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
226
Fieldview Capital Management
Michigan
$295K
PE
227
PCM Encore
Colorado
$291K
Neuberger Berman Group
228
Neuberger Berman Group
New York
$286K
SP
229
Symmetry Partners
Connecticut
$284K
SFG
230
Synergy Financial Group
California
$273K
SOW
231
State of Wyoming
Wyoming
$272K
SFA
232
Sequoia Financial Advisors
Ohio
$263K
KNFPWM
233
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$263K
TCM
234
Traynor Capital Management
Pennsylvania
$261K
VEA
235
Virtus ETF Advisers
New York
$248K
CWM
236
CIBC World Markets
New York
$247K
ECM
237
Evergreen Capital Management
Washington
$243K
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$242K
Prudential Financial
239
Prudential Financial
New Jersey
$234K
GKWIM
240
Gerber Kawasaki Wealth & Investment Management
California
$233K
KA
241
Kercheville Advisors
Texas
$231K
KA
242
KLCM Advisors
Wisconsin
$230K
PIA
243
Prakash Investment Advisors
Massachusetts
$229K
ASN
244
Advisory Services Network
Georgia
$228K
Ensign Peak Advisors
245
Ensign Peak Advisors
Utah
$225K
GAM
246
Gotham Asset Management
New York
$223K
Principal Financial Group
247
Principal Financial Group
Iowa
$220K
WWM
248
Western Wealth Management
Colorado
$220K
HIP
249
HUB Investment Partners
Texas
$219K
MFG
250
Merit Financial Group
Georgia
$218K