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Upstart Holdings

275 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 72

0.68% more ownership

Funds ownership: 43.66%44.35% (+0.68%)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

1% less funds holding

Funds holding: 279275 (-4)

8% less capital invested

Capital invested by funds: $1B → $919M (-$84.1M)

10% less call options, than puts

Call options by funds: $273M | Put options by funds: $303M

Holders
275
Holders Change
-4
Holders Change %
-1.43%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
93
Reduced
72
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$6.99M +$137K +5,693 +2%
LIP
27
Liontrust Investment Partners
United Kingdom
$6.84M +$1.45M +60,000 +26%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$6.43M +$874K +36,206 +15%
Millennium Management
29
Millennium Management
New York
$6.19M +$6.33M +262,396 New
KCM
30
Kodai Capital Management
Illinois
$6.02M +$6.15M +255,039 New
Capital Fund Management (CFM)
31
Capital Fund Management (CFM)
France
$5.69M +$2.46M +101,875 +73%
SEC
32
Seven Eight Capital
New York
$5.27M +$826K +34,223 +18%
N
33
Nuveen
North Carolina
$5.02M +$216K +8,951 +4%
TSS
34
Two Sigma Securities
New York
$3.54M +$2.08M +86,287 +135%
Barclays
35
Barclays
United Kingdom
$3.53M -$10.1M -420,240 -74%
SG Americas Securities
36
SG Americas Securities
New York
$3.5M +$2.92M +120,871 +442%
Swiss National Bank
37
Swiss National Bank
Switzerland
$3.41M +$43.4K +1,800 +1%
UBS AM
38
UBS AM
Illinois
$3.08M +$1.45M +60,193 +85%
IMC Chicago
39
IMC Chicago
Illinois
$2.99M +$3.05M +126,577 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.68M +$178K +7,386 +7%
JP Morgan Chase
41
JP Morgan Chase
New York
$2.59M +$191K +7,897 +8%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.26M +$600K +24,869 +35%
AllianceBernstein
43
AllianceBernstein
Tennessee
$2.08M +$285K +11,830 +16%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$2.01M +$929K +38,502 +83%
Optiver Holding
45
Optiver Holding
Netherlands
$1.78M -$1.36M -56,483 -43%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$1.77M +$426K +17,644 +31%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.76M +$1.59M +65,800 +748%
QCM
48
Quantinno Capital Management
New York
$1.72M +$1.52M +63,146 +650%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.7M -$12.8K -531 -0.7%
Legal & General Group
50
Legal & General Group
United Kingdom
$1.7M -$10.8K -448 -0.6%

UPST Hedge Fund Activity: Q2 2024 in Review

275 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2024, worth a combined $919M — down 8.4% from $1B a quarter earlier.

Fund positioning in UPST was balanced in Q2 2024: 44 funds opened new positions, 44 closed out, 93 added to existing stakes and 72 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $27.5M.

  • 275 institutional investors held Upstart Holdings (UPST) as of Q2 2024, down from 279 in Q1 2024.
  • Funds reported $919M of Upstart Holdings stock for Q2 2024, down 8.4% quarter-over-quarter.
  • 44 funds opened new Upstart Holdings positions in Q2 2024 and 44 closed out, a net change of 0 holders.
  • The largest Upstart Holdings buyer in Q2 2024 was Bank of America, an estimated $15.4M added.
  • The largest Upstart Holdings seller in Q2 2024 was D.E. Shaw & Co, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2024.