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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
GIPM
426
G2 Investment Partners Management
New York
-$4.37M -67,500 Closed
NRD
427
Nebula Research & Development
New York
-$3.93M -60,689 Closed
ECM
428
ExodusPoint Capital Management
New York
-$3.28M -50,722 Closed
QC
429
Quadrature Capital
United Kingdom
-$2.97M -45,904 Closed
GCWM
430
Guided Capital Wealth Management
Texas
-$2.36M -36,437 Closed
GC
431
Gillson Capital
Illinois
-$2.26M -35,000 Closed
CM
432
Castleark Management
Illinois
-$2.15M -33,200 Closed
Axa
433
Axa
France
-$1.72M -26,637 Closed
HT
434
Headlands Technologies
Illinois
-$1.48M -22,892 Closed
AIP
435
Arrowpoint Investment Partners
Singapore
-$1.39M -21,490 Closed
CCA
436
Cadent Capital Advisors
Oklahoma
-$1.01M -15,625 Closed
SSA
437
Sierra Summit Advisors
Nevada
-$991K -15,318 Closed
BFM
438
Boothbay Fund Management
New York
-$892K -13,791 Closed
VAM
439
Vienna Asset Management
California
-$831K -12,855 Closed
AFG
440
Atomi Financial Group
New York
-$830K -12,834 Closed
PMAM
441
Picton Mahoney Asset Management
Ontario, Canada
-$779K -12,044 Closed
GFP
442
Gryphon Financial Partners
Ohio
-$776K -12,000 Closed
PWM
443
Prosperity Wealth Management
California
-$689K -10,660 Closed
CS
444
Candriam SCA
Luxembourg
-$527K -8,154 Closed
AWA
445
Arete Wealth Advisors
Illinois
-$516K -7,984 Closed
QIM
446
Quantitative Investment Management
Virginia
-$460K -7,123 Closed
LBWM
447
Left Brain Wealth Management
Illinois
-$427K -6,600 Closed
GCP
448
GSA Capital Partners
United Kingdom
-$418K -6,470 Closed
CIBC World Market
449
CIBC World Market
Ontario, Canada
-$368K -5,683 Closed
Stifel Financial
450
Stifel Financial
Missouri
-$344K -5,314 Closed