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Upstart Holdings

391 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 116 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $1.98B → $3.59B (+$1.61B)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

12% more funds holding

Funds holding: 349391 (+42)

8.19% more ownership

Funds ownership: 55.7%63.89% (+8.2%)

6% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 109

19% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.37B

Holders
391
Holders Change
+42
Holders Change %
+12.03%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
105
Increased
116
Reduced
109
Closed
58
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
26
Man Group
United Kingdom
$36.5M +$36.9M +592,243 New
UBS Group
27
UBS Group
Switzerland
$34.6M +$5.78M +92,780 +20%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$32.8M -$86M -1,379,420 -72%
Squarepoint
29
Squarepoint
New York
$28.3M +$28.6M +458,965 New
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28M -$16.9M -270,414 -37%
N
31
Nuveen
North Carolina
$27.1M -$1.65M -26,442 -6%
Norges Bank
32
Norges Bank
Norway
$25.2M +$9.76M +156,527 +62%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$24.9M -$19.4K -312 -0.1%
Barclays
34
Barclays
United Kingdom
$24.6M -$50.5M -810,098 -67%
Citigroup
35
Citigroup
New York
$22M +$15.6M +249,796 +234%
Coatue Management
36
Coatue Management
New York
$21.5M -$32.5M -521,887 -60%
EGM
37
Engineers Gate Manager
New York
$17.2M +$7.98M +128,070 +84%
Jane Street
38
Jane Street
New York
$17.2M +$10.4M +166,344 +148%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$16.9M +$3.67M +58,887 +27%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
40
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.1M +$16.3M +262,000 New
ACL
41
Azora Capital LP
Florida
$13.6M -$6.75M -108,275 -33%
Millennium Management
42
Millennium Management
New York
$13.4M -$11.9M -190,198 -47%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$11.9M +$11.3M +180,996 +1,947%
JF
44
Jump Financial
Illinois
$10.3M +$9.2M +147,608 +760%
HLAM
45
Hidden Lake Asset Management
New York
$9.96M +$5.21M +83,570 +107%
Swiss National Bank
46
Swiss National Bank
Switzerland
$9.22M +$237K +3,800 +3%
UBS AM
47
UBS AM
Illinois
$8.97M +$2.2M +35,315 +32%
TI
48
Tidal Investments
Wisconsin
$8.66M -$12M -192,758 -58%
IMC Chicago
49
IMC Chicago
Illinois
$8.45M +$7.5M +120,243 +707%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$8.36M +$8.15M +130,726 +2,623%

UPST Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2024, worth a combined $3.59B — up 81% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UPST positions and 58 closed out — a net gain of 47 holders — while 116 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $98.1M. The largest seller was Susquehanna International Group, cutting an estimated $86M.

  • 391 institutional investors held Upstart Holdings (UPST) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $3.59B of Upstart Holdings stock for Q4 2024, up 81% quarter-over-quarter.
  • 105 funds opened new Upstart Holdings positions in Q4 2024 and 58 closed out, a net change of +47 holders.
  • The largest Upstart Holdings buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $98.1M added.
  • The largest Upstart Holdings seller in Q4 2024 was Susquehanna International Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2024.