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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
AW
301
Avion Wealth
Texas
$1K
FFG
302
Forum Finance Group
$1K
CFB
303
Cullen/Frost Bankers
Texas
$949
NEWAS
304
N.E.W. Advisory Services
Wisconsin
$872
BIA
305
Bell Investment Advisors
California
$744
AssetMark Inc
306
AssetMark Inc
California
$641
HHCP
307
Hilton Head Capital Partners
South Carolina
$641
EPL
308
Essential Partners LLC
California
$616
MTIC
309
Missouri Trust & Investment Company
Missouri
$564
CPG
310
Cornerstone Planning Group
New Jersey
$562
SC
311
Sawyer & Company
Massachusetts
$436
SWM
312
SHP Wealth Management
Massachusetts
$435
RWS
313
Retirement Wealth Solutions
Wisconsin
$385
QWM
314
Quaker Wealth Management
New Jersey
$360
TWD
315
True Wealth Design
Ohio
$334
IAS
316
IMA Advisory Services
Colorado
$333
FC
317
Fairscale Capital
New Hampshire
$308
NB
318
NBT Bank
New York
$282
PWPS
319
Pinnacle Wealth Planning Services
Ohio
$257
JFA
320
JNBA Financial Advisors
Minnesota
$257
SVCP
321
Silicon Valley Capital Partners
California
$257
ADL
322
Asset Dedication LLC
California
$206
CW
323
Curio Wealth
Maryland
$154
SIC
324
Salem Investment Counselors
North Carolina
$154
SEP
325
Signature Equity Partners
Ohio
$128