We are live on ! Find out more
UPST icon

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
Invesco
26
Invesco
Georgia
$30.7M -$18.3M -259,672 -30%
CS
27
Clear Street
New York
$29M +$40.2M +571,212 New
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$28.8M +$13.9M +197,869 +53%
Capital Fund Management (CFM)
29
Capital Fund Management (CFM)
France
$28.6M -$23.4M -331,986 -37%
JP Morgan Chase
30
JP Morgan Chase
New York
$28M -$6.87M -97,712 -15%
Citigroup
31
Citigroup
New York
$27.9M +$14M +199,315 +57%
Marshall Wace
32
Marshall Wace
United Kingdom
$24.9M +$26.7M +379,429 +341%
Man Group
33
Man Group
United Kingdom
$24M -$2.79M -39,624 -8%
JF
34
Jump Financial
Illinois
$23.9M +$16.3M +231,819 +97%
Millennium Management
35
Millennium Management
New York
$23.2M +$23.1M +328,916 +258%
KC
36
Kadensa Capital
Hong Kong
$23.1M +$11.3M +161,119 +55%
N
37
Nuveen
North Carolina
$22.1M -$5.4M -76,767 -15%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$18.8M +$26.1M +370,901 New
Optiver Holding
39
Optiver Holding
Netherlands
$18.7M +$25.2M +358,268 +3,866%
RCMU
40
Rokos Capital Management (UK)
United Kingdom
$18.3M -$8.34M -118,602 -25%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$17.2M -$3.26M -46,350 -12%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$15.4M -$27.9M -397,100 -57%
SPPAM
43
Summit Partners Public Asset Management
Massachusetts
$15.2M -$19.9M -283,000 -49%
Citadel Advisors
44
Citadel Advisors
Florida
$15M +$19.5M +277,182 +1,461%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$14.6M +$12.9M +182,763 +174%
Two Sigma Investments
46
Two Sigma Investments
New York
$14.1M -$70.9M -1,008,008 -78%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$13.9M +$1.09M +15,462 +6%
Bank of America
48
Bank of America
North Carolina
$12.4M -$71.1M -1,009,985 -80%
First Trust Advisors
49
First Trust Advisors
Illinois
$12M -$512K -7,278 -3%
GWMR
50
GC Wealth Management RIA
Massachusetts
$11.7M +$15.3M +217,829 +1,779%