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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
SFG
326
Strive Financial Group
Indiana
$5.86K
KFP
327
Kerr Financial Planning
California
$5.2K
GRP
328
Global Retirement Partners
California
$4.99K
FFO
329
Fortitude Family Office
Arizona
$4.9K
RIL
330
Rothschild Investment LLC
Illinois
$4.81K
AAP
331
Arax Advisory Partners
Colorado
$4.68K
CMA
332
Cedar Mountain Advisors
Oregon
$4.37K
FFA
333
Frazier Financial Advisors
Ohio
$4.37K
HWA
334
Heritage Wealth Advisors
Virginia
$4.37K
SGK
335
Steigerwald Gordon & Koch
Virginia
$3.06K
TWD
336
True Wealth Design
Ohio
$3.02K
CA
337
Centerpoint Advisors
Massachusetts
$3K
QL
338
Quarry LP
New York
$2.54K
BFS
339
Bare Financial Services
Pennsylvania
$2.49K
TWC
340
TD Waterhouse Canada
Ontario, Canada
$2.45K
WAM
341
Wolverine Asset Management
Illinois
$2.32K
IWM
342
Inlight Wealth Management
Georgia
$2.27K
FFL
343
Financial Freedom LLC
Ohio
$2.19K
PWMG
344
Prestige Wealth Management Group
New Jersey
$2.19K
YP
345
YANKCOM Partnership
South Dakota
$2.1K
AW
346
Avion Wealth
Texas
$2K
PFBT
347
Parkside Financial Bank & Trust
Missouri
$1.93K
NL
348
NVWM LLC
Pennsylvania
$1.88K
AIM
349
Anchor Investment Management
South Carolina
$1.79K
BIA
350
Bell Investment Advisors
California
$1.75K