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Upstart Holdings
UPST

Overview Fund Activity

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.6M
3
Bank of America
3
Bank of America
North Carolina
$20.5M
4
SG Americas Securities
4
SG Americas Securities
New York
$13.7M
5
BlackRock
5
BlackRock
New York
$41.6M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Coatue Management
2
Coatue Management
New York
$11M
3
ACL
3
Azora Capital LP
Florida
$0
4
FCM
4
Freshford Capital Management
New York
$0
5
TC
5
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
251
Kistler-Tiffany Companies
Pennsylvania
$79 – – –
CPG
252
Cornerstone Planning Group
New Jersey
$63 +$63 +4 New
RAM
253
Riggs Asset Management
Pennsylvania
$53 -$13 -1 -20%
GJIA
254
Glass Jacobson Investment Advisors
Maryland
$53 +$53 +4 New
NC
255
NewSquare Capital
Pennsylvania
$40 +$40 +3 New
FSWA
256
Financial Synergies Wealth Advisors
Texas
$27 – – –
PFA
257
Pathway Financial Advisers
Indiana
$26 +$26 +2 New
Viking Global Investors
258
Viking Global Investors
Connecticut
– -$20.8M -999,647 Closed
FCM
259
Freshford Capital Management
New York
– -$5.93M -285,000 Closed
ACL
260
Azora Capital LP
Florida
– -$6.22M -282,899 Closed
TC
261
TwinBeech Capital
New York
– -$3.02M -145,199 Closed
GC
262
GFG Capital
Florida
– -$2.44M -117,463 Closed
WIM
263
Waverton Investment Management
United Kingdom
– -$2.39M -114,918 Closed
BWA
264
Bordeaux Wealth Advisors
California
– -$2.19M -105,396 Closed
BOTOTLSJU
265
Board of Trustees of The Leland Stanford Junior University
California
– -$2.21M -103,357 Closed
Walleye Trading
266
Walleye Trading
New York
– -$2.14M -103,036 Closed
Nisa Investment Advisors
267
Nisa Investment Advisors
Missouri
– -$2.25M -100,100 Closed
OQS
268
Occudo Quantitative Strategies
Florida
– -$1.99M -95,469 Closed
State of New Jersey Common Pension Fund D
269
State of New Jersey Common Pension Fund D
New Jersey
– -$1.81M -86,994 Closed
AWA
270
Arkadios Wealth Advisors
Georgia
– -$1.66M -79,663 Closed
Twin Tree Management
271
Twin Tree Management
Texas
– -$1.53M -73,334 Closed
GAM
272
Gotham Asset Management
New York
– -$1.38M -66,244 Closed
Wolverine Trading
273
Wolverine Trading
Illinois
– -$1.05M -49,982 Closed
EGM
274
Engineers Gate Manager
New York
– -$602K -28,960 Closed
BAM
275
Blueshift Asset Management
New Jersey
– -$569K -27,350 Closed
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11
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