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Upstart Holdings
UPST

275 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 72

0.68% more ownership

Funds ownership: 43.66% → 44.35% (+0.68%)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

1% less funds holding

Funds holding: 279 → 275 (-4)

8% less capital invested

Capital invested by funds: $1B → $919M (-$84.1M)

10% less call options, than puts

Call options by funds: $273M | Put options by funds: $303M

Holders
275
Holders Change
-4
Holders Change %
-1.43%
% of All Funds
3.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
93
Reduced
72
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$15.4M
2
Goldman Sachs
Goldman Sachs
New York
+$13.8M
3
State Street
State Street
Massachusetts
+$9.54M
4
Two Sigma Investments
Two Sigma Investments
New York
+$8.87M
5
BlackRock
BlackRock
New York
+$7.71M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$27.5M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$19.1M
3
Morgan Stanley
Morgan Stanley
New York
-$18.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$18M
5
Barclays
Barclays
United Kingdom
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
251
D.J. St. Germain
Massachusetts
$708 – – –
BIA
252
Bell Investment Advisors
California
$685 – – –
EWA
253
EverSource Wealth Advisors
Alabama
$643 +$507 +21 +1,050%
PS
254
PayPay Securities
Japan
$590 -$2.2K -91 -78%
CSC
255
Caldwell Sutter Capital
California
$590 – – –
WOC
256
West Oak Capital
California
$590 – – –
HWP
257
Highline Wealth Partners
California
$543 – – –
MTIC
258
Missouri Trust & Investment Company
Missouri
$519 – – –
FC
259
Fairscale Capital
New Hampshire
$511 +$386 +16 New
SAM
260
Smartleaf Asset Management
Massachusetts
$495 +$507 +21 New
GI
261
Gradient Investments
Minnesota
$448 – – –
CHA
262
Carmichael Hill & Associates
Maryland
$425 – – –
GWP
263
Gen-Wealth Partners
Michigan
$354 – – –
GFPC
264
Global Financial Private Client
Florida
$354 – – –
CP
265
Castleview Partners
Texas
$236 – – –
N
266
Natixis
France
$189 -$34.6K -1,433 -99%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$166 -$1.21K -50 -88%
AA
268
Addison Advisors
Vermont
$95 – – –
GJIA
269
Glass Jacobson Investment Advisors
Maryland
$95 – – –
CAM
270
Creekmur Asset Management
Illinois
$94 +$97 +4 New
PG
271
Proffitt & Goodson
Tennessee
$71 +$72 +3 New
CA
272
Continuum Advisory
Idaho
$24 – – –
AWM
273
Activest Wealth Management
Florida
$24 +$24 +1 New
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$24 +$24 +1 New
Point72 Asset Management
275
Point72 Asset Management
Connecticut
– -$18M -746,645 Closed
9 10
11
12 13

UPST Hedge Fund Activity: Q2 2024 in Review

275 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2024, worth a combined $919M — down 8.4% from $1B a quarter earlier.

Fund positioning in UPST was balanced in Q2 2024: 44 funds opened new positions, 44 closed out, 93 added to existing stakes and 72 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $27.5M.

  • 275 institutional investors held Upstart Holdings (UPST) as of Q2 2024, down from 279 in Q1 2024.
  • Funds reported $919M of Upstart Holdings stock for Q2 2024, down 8.4% quarter-over-quarter.
  • 44 funds opened new Upstart Holdings positions in Q2 2024 and 44 closed out, a net change of 0 holders.
  • The largest Upstart Holdings buyer in Q2 2024 was Bank of America, an estimated $15.4M added.
  • The largest Upstart Holdings seller in Q2 2024 was D.E. Shaw & Co, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2024.