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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 %
Point72 Asset Management
251
Point72 Asset Management
Connecticut
$319K -$1.55M -23,983 -83%
GAM
252
Gotham Asset Management
New York
$312K – – –
GSIAS
253
Garden State Investment Advisory Services
New Jersey
$312K +$26.9K +416 +9%
JWCA
254
J.W. Cole Advisors
Florida
$309K +$309K +4,777 New
SWP
255
Stratos Wealth Partners
Ohio
$308K -$64.5K -997 -17%
RS
256
R Squared
Hong Kong
$302K +$302K +4,662 New
SF
257
Seros Financial
Arizona
$297K – – –
PIA
258
Perennial Investment Advisors
California
$294K -$5.17K -80 -2%
PCM
259
Prelude Capital Management
New York
$289K -$260K -4,014 -47%
MFG
260
Merit Financial Group
Georgia
$282K -$58.5K -904 -17%
DTL
261
Dynamic Technology Lab
Singapore
$280K +$280K +4,332 New
Mitsubishi UFJ Asset Management
262
Mitsubishi UFJ Asset Management
Japan
$278K +$50.6K +782 +22%
Capstone Investment Advisors
263
Capstone Investment Advisors
New York
$274K +$274K +4,239 New
CAU
264
Caxton Associates (UK)
$274K +$274K +4,235 New
PSC
265
Portman Square Capital
United Kingdom
$272K -$187K -2,893 -41%
SFS
266
Summit Financial Strategies
Ohio
$272K +$272K +4,210 New
AAS
267
Avantax Advisory Services
Texas
$270K +$270K +4,171 New
WMA
268
Wealth Management Associates
New Jersey
$270K +$270K +4,170 New
JIC
269
Joel Isaacson & Co
New York
$259K +$259K +4,000 New
WVP
270
Worth Venture Partners
New Jersey
$259K +$259K +4,000 New
SW
271
SteelPeak Wealth
California
$256K +$256K +3,964 New
Wealthfront Advisers
272
Wealthfront Advisers
California
$247K +$247K +3,821 New
IAA
273
Independent Advisor Alliance
North Carolina
$245K -$106K -1,642 -30%
CB
274
Commerce Bank
Missouri
$238K +$238K +3,675 New
William Blair & Company
275
William Blair & Company
Illinois
$233K +$233K +3,600 New
9 10
11
12 13