Upstart Holdings
UPST
425 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 225 funds opening new positions, 115 increasing their positions, 59 reducing their positions, and 52 closing their positions.
333% more first-time investments, than exits
New positions opened: 225 | Existing positions closed: 52
166% more capital invested
Capital invested by funds: $4.99B → $13.3B (+$8.29B)
95% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 59
67% more funds holding
Funds holding: 254 → 425 (+171)
26% more call options, than puts
Call options by funds: $2.38B | Put options by funds: $1.89B
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
3.16% more ownership
Funds ownership: 52.86% → 56.02% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$593M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$538M |
| 3 |
BlackRock
New York
|
+$229M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$228M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VS
VK Services
Menlo Park,
California
|
-$546M |
| 2 |
Morgan Stanley
New York
|
-$220M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$203M |
| 4 |
BC
BIT Capital
Berlin,
Germany
|
-$194M |
| 5 |
TP
Third Point
New York
|
-$194M |
UPST Hedge Fund Activity: Q3 2021 in Review
425 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q3 2021, worth a combined $13.3B — up 166% from $4.99B a quarter earlier.
Buyers outnumbered sellers: 225 funds opened new UPST positions and 52 closed out — a net gain of 173 holders — while 115 added to existing stakes and 59 trimmed.
The largest buyer was Vanguard Group, adding an estimated $593M. The largest seller was VK Services, cutting an estimated $546M.
- 425 institutional investors held Upstart Holdings (UPST) as of Q3 2021, up from 254 in Q2 2021.
- Funds reported $13.3B of Upstart Holdings stock for Q3 2021, up 166% quarter-over-quarter.
- 225 funds opened new Upstart Holdings positions in Q3 2021 and 52 closed out, a net change of +173 holders.
- The largest Upstart Holdings buyer in Q3 2021 was Vanguard Group, an estimated $593M added.
- The largest Upstart Holdings seller in Q3 2021 was VK Services, an estimated $546M sold.
Based on aggregated 13F filings for Q3 2021.