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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
DTL
376
Dynamic Technology Lab
Singapore
Wealthfront Advisers
377
Wealthfront Advisers
California
AFM
378
Anson Funds Management
Texas
CG
379
Caprock Group
Idaho
SPS
380
Susquehanna Portfolio Strategies
Pennsylvania
PCP
381
Perbak Capital Partners
United Kingdom
SH
382
SLT Holdings
Arizona
OIA
383
OneDigital Investment Advisors
Kansas
FCM
384
Fieldview Capital Management
Michigan
PE
385
PCM Encore
Colorado
Neuberger Berman Group
386
Neuberger Berman Group
New York
SP
387
Symmetry Partners
Connecticut
SFG
388
Synergy Financial Group
California
SFA
389
Sequoia Financial Advisors
Ohio
KNFPWM
390
Keeler & Nadler Financial Planning & Wealth Management
Ohio
TCM
391
Traynor Capital Management
Pennsylvania
Wealth Enhancement Advisory Services
392
Wealth Enhancement Advisory Services
Minnesota
VEA
393
Virtus ETF Advisers
New York
ECM
394
Evergreen Capital Management
Washington
GKWIM
395
Gerber Kawasaki Wealth & Investment Management
California
KA
396
KLCM Advisors
Wisconsin
PIA
397
Prakash Investment Advisors
Massachusetts
GAM
398
Gotham Asset Management
New York
Principal Financial Group
399
Principal Financial Group
Iowa
MFG
400
Merit Financial Group
Georgia