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Upstart Holdings
UPST

Overview Fund Activity

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M

Top Buyers

1
Capital Fund Management (CFM)
1
Capital Fund Management (CFM)
France
$39.3M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$54.2M
3
Invesco
3
Invesco
Georgia
$58.5M
4
Coatue Management
4
Coatue Management
New York
$40.1M
5
DCM
5
Driehaus Capital Management
Illinois
$55.9M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$56.3M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$73.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$84.2M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$33.7M 731,951 +332,326 +83%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$31.3M 679,055 -44,251 -6%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.2M 677,049 +221,881 +49%
SPPAM
29
Summit Partners Public Asset Management
Massachusetts
$30.9M 671,000 -312,000 -32%
Charles Schwab
30
Charles Schwab
California
$30.3M 657,855 +737 +0.1%
TI
31
Trexquant Investment
Connecticut
$21.9M 476,646 -119,743 -20%
Squarepoint
32
Squarepoint
New York
$19.6M 426,077 -32,888 -7%
NL
33
Nuveen LLC
North Carolina
$19.1M 414,893 +414,893 New
KC
34
Kadensa Capital
Hong Kong
$19M 412,171 +412,171 New
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$17.8M 387,368 -8,728 -2%
Citigroup
36
Citigroup
New York
$16.2M 351,101 -5,539 -2%
JF
37
Jump Financial
Illinois
$12.1M 262,327 +95,290 +57%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
38
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.1M 262,000 – –
Bank of New York Mellon
39
Bank of New York Mellon
New York
$11.1M 241,211 -33,271 -12%
Citadel Advisors
40
Citadel Advisors
Florida
$10.8M 234,794 +202,094 +618%
Verition Fund Management
41
Verition Fund Management
Connecticut
$10.4M 226,883 +121,269 +115%
TI
42
Tidal Investments
Wisconsin
$10M 217,631 +76,926 +55%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$9.37M 204,678 +14,385 +8%
ACM
44
Aquatic Capital Management
Illinois
$8.6M 186,885 +186,885 New
SC
45
Sepio Capital
Utah
$8.3M 180,300 +180,300 New
QT
46
Quantbot Technologies
New York
$8.29M 180,035 +147,582 +455%
Twin Tree Management
47
Twin Tree Management
Texas
$8.09M 175,857 +155,553 +766%
UBS AM
48
UBS AM
Illinois
$7.96M 173,017 +27,287 +19%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$7.94M 172,600 +172,600 New
LIP
50
Liontrust Investment Partners
United Kingdom
$7.43M 161,402 +97,836 +154%
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