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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 %
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
– -$539K -25,890 Closed
Holocene Advisors
277
Holocene Advisors
New York
– -$535K -25,718 Closed
MAM
278
Must Asset Management
South Korea
– -$526K -25,080 Closed
PWM
279
Perigon Wealth Management
California
– -$511K -24,560 Closed
Ensign Peak Advisors
280
Ensign Peak Advisors
Utah
– -$483K -23,220 Closed
NL
281
Navalign LLC
California
– -$384K -18,464 Closed
CIBC World Market
282
CIBC World Market
Ontario, Canada
– -$365K -17,566 Closed
VHAM
283
Van Hulzen Asset Management
California
– -$361K -17,365 Closed
SFG
284
Synergy Financial Group
California
– -$350K -16,834 Closed
FAF
285
Fjarde Ap-fonden
Sweden
– -$512K -16,205 Closed
GC
286
GMT Capital
Georgia
– -$326K -15,700 Closed
PWP
287
Pursue Wealth Partners
California
– -$312K -15,000 Closed
KAS
288
Kestra Advisory Services
Texas
– -$309K -14,887 Closed
TSS
289
Two Sigma Securities
New York
– -$303K -14,572 Closed
D.E. Shaw & Co
290
D.E. Shaw & Co
New York
– -$301K -14,501 Closed
State of Wisconsin Investment Board
291
State of Wisconsin Investment Board
Wisconsin
– -$294K -14,141 Closed
MCC
292
Malaga Cove Capital
California
– -$278K -13,381 Closed
PAG
293
Private Advisor Group
New Jersey
– -$277K -13,345 Closed
IC
294
IEQ Capital
California
– -$265K -12,735 Closed
Wellington Management Group
295
Wellington Management Group
Massachusetts
– -$259K -12,443 Closed
AIM
296
Achmea Investment Management
Netherlands
– -$241K -11,583 Closed
Verition Fund Management
297
Verition Fund Management
Connecticut
– -$239K -11,514 Closed
PFS
298
Prospera Financial Services
Texas
– -$236K -11,351 Closed
LC
299
Longitude (Cayman)
Cayman Islands
– -$229K -11,000 Closed
Teacher Retirement System of Texas
300
Teacher Retirement System of Texas
Texas
– -$227K -10,919 Closed
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