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Upstart Holdings

393 hedge funds and large institutions have $2.83B invested in Upstart Holdings in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 118 increasing their positions, 137 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

14% less capital invested

Capital invested by funds: $3.27B → $2.83B (-$445M)

14% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 137

Holders
393
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
$518M
Puts
$428M
Net Calls
Net Calls Change

Top Buyers

1 +$118M
2 +$106M
3 +$68.6M
4
ACL
Azora Capital LP
Florida
+$40.6M
5
SG Americas Securities
SG Americas Securities
New York
+$40.4M

Top Sellers

1 -$139M
2 -$62.5M
3 -$53.1M
4
TI
Tidal Investments
Wisconsin
-$50.8M
5
Coatue Management
Coatue Management
New York
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
301
Kayne Anderson Rudnick Investment Management
California
$13.1K
MHR
302
Matthew Hamilton Rosenberg
$13.1K
QCG
303
Quadrant Capital Group
Ohio
$12.7K
SAM
304
Smartleaf Asset Management
Massachusetts
$12K
SAG
305
SageView Advisory Group
California
$11.3K
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$9.8K
SIS
307
Sound Income Strategies
Florida
$9.62K
TCM
308
Triumph Capital Management
Colorado
$9.27K
KAS
309
Kemnay Advisory Services
New York
$9.01K
C
310
Covestor
United Kingdom
$9K
IIM
311
IFC & Insurance Marketing
California
$9K
BWA
312
Basecamp Wealth Advisors
Washington
$8.79K
BC
313
Broadwater Capital
Massachusetts
$8.75K
CSB
314
City State Bank
Iowa
$8.75K
DB
315
Danske Bank
Denmark
$8.75K
WSFS
316
Wilmington Savings Fund Society
Delaware
$8.75K
RFP
317
Root Financial Partners
California
$8.62K
NWM
318
Nova Wealth Management
Florida
$8.53K
NEWAS
319
N.E.W. Advisory Services
Wisconsin
$7.43K
DWM
320
Dogwood Wealth Management
Kansas
$7.21K
EWA
321
EverSource Wealth Advisors
Alabama
$7.04K
Bessemer Group
322
Bessemer Group
New Jersey
$7K
BOJHT
323
Bank of Jackson Hole Trust
Wyoming
$6.82K
AF
324
Advisornet Financial
Minnesota
$6.56K
ATC
325
Adirondack Trust Company
New York
$6.56K