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Upstart Holdings
UPST

Overview Fund Activity

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$26.2M
2
Goldman Sachs
Goldman Sachs
New York
$33.2M
3
State Street
State Street
Massachusetts
$53.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$9.55M
5
BlackRock
BlackRock
New York
$134M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$362K
4
Morgan Stanley
Morgan Stanley
New York
$34.9M
5
Barclays
Barclays
United Kingdom
$3.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
251
West Oak Capital
California
$590 – – –
HWP
252
Highline Wealth Partners
California
$543 – – –
MTIC
253
Missouri Trust & Investment Company
Missouri
$519 – – –
FC
254
Fairscale Capital
New Hampshire
$511 +$511 +16 New
SAM
255
Smartleaf Asset Management
Massachusetts
$495 +$495 +21 New
GI
256
Gradient Investments
Minnesota
$448 – – –
CHA
257
Carmichael Hill & Associates
Maryland
$425 – – –
GWP
258
Gen-Wealth Partners
Michigan
$354 – – –
GFPC
259
Global Financial Private Client
Florida
$354 – – –
CP
260
Castleview Partners
Texas
$236 – – –
N
261
Natixis
France
$189 -$33.9K -1,433 -99%
PFBT
262
Parkside Financial Bank & Trust
Missouri
$166 -$1.19K -50 -88%
GJIA
263
Glass Jacobson Investment Advisors
Maryland
$95 – – –
AA
264
Addison Advisors
Vermont
$95 – – –
CAM
265
Creekmur Asset Management
Illinois
$94 +$94 +4 New
PG
266
Proffitt & Goodson
Tennessee
$71 +$71 +3 New
CA
267
Continuum Advisory
Idaho
$24 – – –
AWM
268
Activest Wealth Management
Florida
$24 +$24 +1 New
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$24 +$24 +1 New
Point72 Asset Management
270
Point72 Asset Management
Connecticut
– -$20.1M -746,645 Closed
EP
271
Edgestream Partners
New Jersey
– -$2.22M -82,737 Closed
Bank Julius Baer & Co
272
Bank Julius Baer & Co
Switzerland
– -$2.11M -78,399 Closed
Squarepoint
273
Squarepoint
New York
– -$1.46M -54,243 Closed
ET
274
Entropy Technologies
New York
– -$1.36M -50,501 Closed
CIA
275
Capital Impact Advisors
Massachusetts
– -$1.19M -44,369 Closed
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