UPST icon

Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
SG Americas Securities
New York
$14.8M
3
ACL
Azora Capital LP
Florida
$6.22M
4
FCM
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$0
2
Coatue Management
Coatue Management
New York
$34.6M
3
SCM
Steadfast Capital Management
New York
$0
4
Amundi
Amundi
France
$47K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCS
251
Gordian Capital (Singapore)
Singapore
$2K – – –
PFBT
252
Parkside Financial Bank & Trust
Missouri
$2K – – –
PP
253
Pacifica Partners
Canada
$2K – – –
KFS
254
Kelly Financial Services
Massachusetts
$1.87K +$1.87K +90 New
GCM
255
Gables Capital Management
Florida
$1K -$20.3K -1,215 -95%
Credit Agricole
256
Credit Agricole
France
$1K – – –
AWM
257
Accel Wealth Management
Iowa
$1K – – –
FCG
258
Financial Connections Group
California
$1K – – –
MTIC
259
Missouri Trust & Investment Company
Missouri
$1K – – –
GC
260
Gould Capital
Washington
$1K – – –
CA
261
Clearstead Advisors
Ohio
$1K – – –
CCM
262
Covington Capital Management
California
$1K – – –
WOC
263
West Oak Capital
California
$1K – – –
SSB
264
Sandy Spring Bank
Maryland
$1K – – –
MS
265
Mizuho Securities
Japan
$1K – – –
OC
266
Oakworth Capital
Alabama
$1K – – –
JWM
267
Janiczek Wealth Management
Colorado
$1K – – –
HS
268
Horan Securities
United States
$1K – – –
TCM
269
Tradewinds Capital Management
Washington
$1K – – –
YAL
270
Your Advocates Ltd
Texas
$1K – – –
AWM
271
Atticus Wealth Management
Florida
$1K – – –
RDIA
272
RE Dickinson Investment Advisors
Iowa
$1K – – –
BTI
273
Blue Trust Inc
Georgia
$1K +$1K +17 New
EC
274
Elequin Capital
New York
$1K +$486 +17 +94%
BCMLT
275
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1K +25 New
9 10
11
12 13