UPST icon

Upstart Holdings

338 hedge funds and large institutions have $1.45B invested in Upstart Holdings in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

14% less funds holding

Funds holding: 392338 (-54)

47% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 97

49% less capital invested

Capital invested by funds: $2.83B → $1.45B (-$1.37B)

Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$330M
Puts
$254M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YDMI
251
Y.D. More Investments
Israel
$9.49K
QC
252
Quent Capital
New York
$8.57K
RFP
253
Root Financial Partners
California
$8.44K
MHR
254
Matthew Hamilton Rosenberg
$7.7K
Kayne Anderson Rudnick Investment Management
255
Kayne Anderson Rudnick Investment Management
California
$7.7K
CA
256
CoreCap Advisors
Michigan
$7.57K
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$6.49K
TCM
258
Triumph Capital Management
Colorado
$5.44K
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$5.23K
SAM
260
Smartleaf Asset Management
Massachusetts
$5.16K
CSB
261
City State Bank
Iowa
$5.13K
WSFS
262
Wilmington Savings Fund Society
Delaware
$5.13K
SIS
263
Sound Income Strategies
Florida
$5.07K
KFP
264
Kerr Financial Planning
California
$4.93K
MWM
265
Mosley Wealth Management
California
$4.37K
AAP
266
Arax Advisory Partners
Colorado
$4.28K
DWM
267
Dogwood Wealth Management
Kansas
$4.23K
EC
268
Elequin Capital
New York
$4.16K
AF
269
Advisornet Financial
Minnesota
$3.98K
ATC
270
Adirondack Trust Company
New York
$3.85K
MCM
271
MAI Capital Management
Ohio
$3.52K
GSEP
272
Golden State Equity Partners
California
$3.46K
RIL
273
Rothschild Investment LLC
Illinois
$3.08K
C
274
Covestor
United Kingdom
$3K
Bessemer Group
275
Bessemer Group
New Jersey
$3K