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Upstart Holdings
UPST

349 hedge funds and large institutions have $1.98B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 27

115% more capital invested

Capital invested by funds: $919M → $1.98B (+$1.06B)

27% more funds holding

Funds holding: 275 → 349 (+74)

11.36% more ownership

Funds ownership: 44.35% → 55.7% (+11%)

1% more call options, than puts

Call options by funds: $591M | Put options by funds: $585M

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

Holders
349
Holders Change
+74
Holders Change %
+26.91%
% of All Funds
5.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
103
Increased
83
Reduced
86
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$47.4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$39.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$35.6M
4
Barclays
Barclays
United Kingdom
+$35.3M
5
FAM
Fred Alger Management
New York
+$25.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.9M
2
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$8.02M
3
Bank of America
Bank of America
North Carolina
-$5.66M
4
First Trust Advisors
First Trust Advisors
Illinois
-$5.65M
5
SEC
Seven Eight Capital
New York
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
301
POM Investment Strategies
North Carolina
$2.92K – – –
AIM
302
Arcadia Investment Management
Michigan
$2.6K -$1.66K -50 -43%
AAP
303
Arax Advisory Partners
Colorado
$2.52K – – –
CPA
304
Capital Performance Advisors
California
$2.48K +$2.06K +62 New
SIS
305
Sound Income Strategies
Florida
$2.4K – – –
TWC
306
TD Waterhouse Canada
Ontario, Canada
$2.3K – – –
TWD
307
True Wealth Design
Ohio
$2.2K +$1.83K +55 New
PWMG
308
Prestige Wealth Management Group
New Jersey
$2.04K +$33 +1 +2%
FFL
309
Financial Freedom LLC
Ohio
$2K – – –
AW
310
Avion Wealth
Texas
$2K – – –
HWM
311
Hemington Wealth Management
Virginia
$2K +$1.56K +47 New
PP
312
Pacifica Partners
Canada
$1.76K – – –
NL
313
NVWM LLC
Pennsylvania
$1.72K – – –
AIM
314
Anchor Investment Management
South Carolina
$1.64K – – –
GWSA
315
Global Wealth Strategies & Associates
Colorado
$1.6K +$1.33K +40 New
PWMG
316
Private Wealth Management Group
New Jersey
$1.56K +$1.3K +39 New
GC
317
Gould Capital
Washington
$1.52K – – –
CA
318
Clearstead Advisors
Ohio
$1.4K – – –
DJSG
319
D.J. St. Germain
Massachusetts
$1.2K – – –
BIA
320
Bell Investment Advisors
California
$1.16K – – –
EWA
321
EverSource Wealth Advisors
Alabama
$1.16K +$200 +6 +26%
CSC
322
Caldwell Sutter Capital
California
$1K – – –
SC
323
Sawyer & Company
Massachusetts
$1K – – –
MTIC
324
Missouri Trust & Investment Company
Missouri
$880 – – –
NRG
325
Nemes Rush Group
Michigan
$834 – – –
11 12
13
14 15

UPST Hedge Fund Activity: Q3 2024 in Review

349 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q3 2024, worth a combined $1.98B — up 115% from $919M a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UPST positions and 27 closed out — a net gain of 76 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $47.4M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 349 institutional investors held Upstart Holdings (UPST) as of Q3 2024, up from 275 in Q2 2024.
  • Funds reported $1.98B of Upstart Holdings stock for Q3 2024, up 115% quarter-over-quarter.
  • 103 funds opened new Upstart Holdings positions in Q3 2024 and 27 closed out, a net change of +76 holders.
  • The largest Upstart Holdings buyer in Q3 2024 was D.E. Shaw & Co, an estimated $47.4M added.
  • The largest Upstart Holdings seller in Q3 2024 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2024.