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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
T. Rowe Price Investment Management
301
T. Rowe Price Investment Management
Maryland
– -$5K -151 Closed
AAG
302
Armstrong Advisory Group
Massachusetts
– -$6.13K -150 Closed
MIM
303
Macroview Investment Management
Maryland
– -$2.69K -100 Closed
BGAI
304
Bruce G. Allen Investments
Colorado
– -$1.34K -50 Closed
MAM
305
Marquette Asset Management
Minnesota
– -$1.34K -50 Closed
SSB
306
Sandy Spring Bank
Maryland
– -$1.08K -40 Closed
AIC
307
Archer Investment Corporation
Indiana
– -$914 -34 Closed
MA
308
Montag & Associates
Georgia
– -$915 -34 Closed
LF
309
LifeSteps Financial
California
– -$726 -27 Closed
RFG
310
REAP Financial Group
Texas
– -$538 -20 Closed
AWM
311
Avior Wealth Management
Nebraska
– -$376 -14 Closed
HNB
312
Huntington National Bank
Ohio
– -$350 -13 Closed
FGAM
313
Financial Gravity Asset Management
Texas
– -$204 -5 Closed
CFGS
314
Concourse Financial Group Securities
Alabama
– -$97 -4 Closed
FSWA
315
Financial Synergies Wealth Advisors
Texas
– -$81 -3 Closed
PFA
316
Pathway Financial Advisers
Indiana
– -$53 -2 Closed
EC
317
Elequin Capital
New York
– -$27 -1 Closed
IPW
318
Impact Partnership Wealth
Georgia
– -$15 -1 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.