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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
MMCM
376
Murphy & Mullick Capital Management
New York
$437
SVCP
377
Silicon Valley Capital Partners
California
$437
ADL
378
Asset Dedication LLC
California
$350
TFA
379
Transamerica Financial Advisors
Florida
$306
CW
380
Curio Wealth
Maryland
$289
Toronto Dominion Bank
381
Toronto Dominion Bank
Ontario, Canada
$262
KFAS
382
Keating Financial Advisory Services
Kansas
$262
SEP
383
Signature Equity Partners
Ohio
$219
HFS
384
Hughes Financial Services
Virginia
$175
AA
385
Addison Advisors
Vermont
$175
CWA
386
Carolina Wealth Advisors
South Carolina
$175
GJIA
387
Glass Jacobson Investment Advisors
Maryland
$175
WA
388
WPG Advisers
Maryland
$87
DF
389
Dunhill Financial
United Kingdom
$80
DPW
390
DiNuzzo Private Wealth
Pennsylvania
$44
HNB
391
Huntington National Bank
Ohio
$44
SPC
392
Slate Path Capital
New York
Squarepoint
393
Squarepoint
New York
Fuller & Thaler Asset Management
394
Fuller & Thaler Asset Management
California
TI
395
Tidal Investments
Wisconsin
Coatue Management
396
Coatue Management
New York
Tudor Investment Corp
397
Tudor Investment Corp
Connecticut
RCMU
398
Rokos Capital Management (UK)
United Kingdom
SPPAM
399
Summit Partners Public Asset Management
Massachusetts
Two Sigma Investments
400
Two Sigma Investments
New York