UPST icon

Upstart Holdings
UPST

Overview Fund Activity

413 hedge funds and large institutions have $3.9B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 135 increasing their positions, 122 reducing their positions, and 49 closing their positions.

Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
135
Reduced
122
Closed
49
Calls
$617M
Puts
$494M
Net Calls
+$124M
Net Calls Change
+$110M

Top Buyers

1
JCAM
1
Jericho Capital Asset Management
New York
$236M
2
CAM
2
Contour Asset Management
New York
$89.7M
3
MGCM
3
Mane Global Capital Management
New York
$43.6M
4
Squarepoint
4
Squarepoint
New York
$65.4M
5
RCM
5
Rokos Capital Management
United Kingdom
$31M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.84M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$23.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$45.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$42.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JFA
401
JNBA Financial Advisors
Minnesota
$647 10 – –
SIS
402
Sound Income Strategies
Florida
$647 10 – –
SWP
403
Strategic Wealth Partners
Ohio
$647 10 +10 New
BFS
404
Bare Financial Services
Pennsylvania
$582 9 +9 New
ADL
405
Asset Dedication LLC
California
$518 8 – –
RAM
406
Riggs Asset Management
Pennsylvania
$453 7 +7 New
DF
407
DecisionPoint Financial
Arizona
$341 5 -42 -89%
GJIA
408
Glass Jacobson Investment Advisors
Maryland
$259 4 – –
AA
409
Addison Advisors
Vermont
$259 4 – –
DPW
410
DiNuzzo Private Wealth
Pennsylvania
$195 3 – –
WA
411
WPG Advisers
Maryland
$129 2 – –
AWM
412
Activest Wealth Management
Florida
$65 1 – –
OLVIG
413
Oliver Lagore Vanvalin Investment Group
Michigan
$43 1 +1 New
WOC
414
West Oak Capital
California
$16 25 – –
Renaissance Technologies
415
Renaissance Technologies
New York
– – -1,441,600 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
416
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -262,000 Closed
EGM
417
Engineers Gate Manager
New York
– – -136,866 Closed
MF
418
Magnetar Financial
Illinois
– – -121,701 Closed
Macquarie Group
419
Macquarie Group
Australia
– – -76,649 Closed
Robeco Institutional Asset Management
420
Robeco Institutional Asset Management
Netherlands
– – -75,000 Closed
Tudor Investment Corp
421
Tudor Investment Corp
Connecticut
– – -63,294 Closed
EGI
422
EAM Global Investors
California
– – -61,551 Closed
EI
423
EAM Investors
California
– – -52,053 Closed
Walleye Capital
424
Walleye Capital
New York
– – -40,686 Closed
CF
425
Corebridge Financial
Texas
– – -39,207 Closed
15 16
17
18 19