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Upstart Holdings
UPST

349 hedge funds and large institutions have $1.98B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 27

115% more capital invested

Capital invested by funds: $919M → $1.98B (+$1.06B)

27% more funds holding

Funds holding: 275 → 349 (+74)

11.36% more ownership

Funds ownership: 44.35% → 55.7% (+11%)

1% more call options, than puts

Call options by funds: $591M | Put options by funds: $585M

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

Holders
349
Holders Change
+74
Holders Change %
+26.91%
% of All Funds
5.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
103
Increased
83
Reduced
86
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$47.4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$39.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$35.6M
4
Barclays
Barclays
United Kingdom
+$35.3M
5
FAM
Fred Alger Management
New York
+$25.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.9M
2
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$8.02M
3
Bank of America
Bank of America
North Carolina
-$5.66M
4
First Trust Advisors
First Trust Advisors
Illinois
-$5.65M
5
SEC
Seven Eight Capital
New York
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$4.14M +$514K +15,447 +18%
QT
52
Quantbot Technologies
New York
$3.93M +$2.63M +79,146 +416%
Walleye Capital
53
Walleye Capital
New York
$3.66M +$3.05M +91,577 New
Deutsche Bank
54
Deutsche Bank
Germany
$3.47M +$1.36M +40,960 +90%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$3.46M -$311K -9,358 -10%
HT
56
Headlands Technologies
Illinois
$3.3M +$795K +23,901 +41%
BHCM
57
Brevan Howard Capital Management
Jersey
$3.22M +$1.39M +41,904 +108%
QCM
58
Quantinno Capital Management
New York
$3.16M +$202K +6,083 +8%
HLAM
59
Hidden Lake Asset Management
New York
$3.13M +$2.6M +78,260 New
Legal & General Group
60
Legal & General Group
United Kingdom
$3.08M +$170K +5,104 +7%
HF
61
HRT Financial
New York
$3.03M +$2.52M +75,688 New
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$3M – – –
Invesco
63
Invesco
Georgia
$2.88M +$21.3K +640 +0.9%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$2.83M -$37.7K -1,133 -2%
Wolverine Trading
65
Wolverine Trading
Illinois
$2.81M +$522K +15,708 +30%
JGC
66
J. Goldman & Co
New York
$2.58M +$2.15M +64,519 New
LPL Financial
67
LPL Financial
California
$2.42M -$138K -4,158 -6%
TSS
68
Two Sigma Securities
New York
$2.37M -$3.02M -90,800 -61%
AFG
69
Atomi Financial Group
New York
$2.35M -$8.85K -266 -0.5%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$2.31M +$923K +27,746 +92%
SEC
71
Seven Eight Capital
New York
$2.25M -$5.57M -167,375 -75%
TSWM
72
Tyler-Stone Wealth Management
Ohio
$2.22M +$895K +26,917 +94%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$2.18M +$1.16M +34,918 +179%
ACM
74
Aquatic Capital Management
Illinois
$2.05M +$1.7M +51,200 New
LAM
75
LifePro Asset Management
California
$2.01M +$1.67M +50,179 New
1 2
3
4 5

UPST Hedge Fund Activity: Q3 2024 in Review

349 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q3 2024, worth a combined $1.98B — up 115% from $919M a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UPST positions and 27 closed out — a net gain of 76 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $47.4M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 349 institutional investors held Upstart Holdings (UPST) as of Q3 2024, up from 275 in Q2 2024.
  • Funds reported $1.98B of Upstart Holdings stock for Q3 2024, up 115% quarter-over-quarter.
  • 103 funds opened new Upstart Holdings positions in Q3 2024 and 27 closed out, a net change of +76 holders.
  • The largest Upstart Holdings buyer in Q3 2024 was D.E. Shaw & Co, an estimated $47.4M added.
  • The largest Upstart Holdings seller in Q3 2024 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2024.