Upstart Holdings
UPST
346 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 92 reducing their positions, and 187 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 92
4.57% less ownership
Funds ownership: 48.33% → 43.75% (-4.6%)
26% less call options, than puts
Call options by funds: $451M | Put options by funds: $606M
30% less funds holding
Funds holding: 495 → 346 (-149)
74% less capital invested
Capital invested by funds: $4.42B → $1.16B (-$3.26B)
78% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 187
90% less funds holding in top 10
Funds holding in top 10: 10 → 1 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
+$141M |
| 2 |
BlackRock
New York
|
+$42.8M |
| 3 |
Morgan Stanley
New York
|
+$36.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$24M |
| 5 |
State Street
Boston,
Massachusetts
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$193M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$110M |
| 3 |
FAM
Fred Alger Management
New York
|
-$92.5M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$68.8M |
| 5 |
BC
BIT Capital
Berlin,
Germany
|
-$68.3M |
UPST Hedge Fund Activity: Q2 2022 in Review
346 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2022, worth a combined $1.16B — down 74% from $4.42B a quarter earlier.
Sellers outnumbered buyers: 187 funds closed out of UPST and 41 opened new positions — a net loss of 146 holders — while 92 trimmed existing stakes and 155 added.
The largest buyer was Coatue Management, opening a new position worth an estimated $141M. The largest seller was Vulcan Value Partners, cutting an estimated $193M.
- 346 institutional investors held Upstart Holdings (UPST) as of Q2 2022, down from 495 in Q1 2022.
- Funds reported $1.16B of Upstart Holdings stock for Q2 2022, down 74% quarter-over-quarter.
- 41 funds opened new Upstart Holdings positions in Q2 2022 and 187 closed out, a net change of -146 holders.
- The largest Upstart Holdings buyer in Q2 2022 was Coatue Management, an estimated $141M added.
- The largest Upstart Holdings seller in Q2 2022 was Vulcan Value Partners, an estimated $193M sold.
Based on aggregated 13F filings for Q2 2022.