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Upstart Holdings
UPST

Overview Fund Activity

130 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+69
Holders Change %
+113.11%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
87
Increased
17
Reduced
14
Closed
18
Calls
$159M
Puts
$160M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
BC
1
BIT Capital
Germany
$149M
2
Ameriprise
2
Ameriprise
Minnesota
$100M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.3M
4
BlackRock
4
BlackRock
New York
$76.4M
5
FAM
5
Fred Alger Management
New York
$206M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$25.8M
2
VVP
2
Vulcan Value Partners
Alabama
$127M
3
Capital International Investors
3
Capital International Investors
California
$45.4M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
76
Prelude Capital Management
New York
$563K +$563K +4,371 New
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$562K +$562K +4,362 New
CSS
78
Cubist Systematic Strategies
Connecticut
$560K +$560K +4,344 New
SFA
79
Souders Financial Advisors
Ohio
$511K +$511K +3,962 New
OA
80
Oxbow Advisors
Texas
$503K +$503K +3,900 New
MWNA
81
Marshall Wace North America
New York
$501K -$3.9M -30,271 -89%
LPL Financial
82
LPL Financial
California
$488K +$488K +3,786 New
GAM
83
Gotham Asset Management
New York
$432K +$432K +3,352 New
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$354K +$354K +2,748 New
CIBC Asset Management
85
CIBC Asset Management
Ontario, Canada
$348K +$348K +2,700 New
VOYA Investment Management
86
VOYA Investment Management
Georgia
$325K +$325K +2,521 New
KPW
87
Kore Private Wealth
New York
$323K +$323K +2,508 New
G
88
Gainplan
Michigan
$318K +$318K +2,500 New
TRCT
89
Tower Research Capital (TRC)
New York
$279K +$224K +1,740 +410%
RPC
90
Rossmore Private Capital
Connecticut
$277K +$277K +2,150 New
PHK
91
Point72 Hong Kong
Hong Kong
$269K -$1.44M -11,192 -84%
AB
92
Amalgamated Bank
New York
$237K +$237K +1,838 New
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$230K +$230K +1,782 New
FANJ
94
Financial Architects (New Jersey)
New Jersey
$228K +$228K +1,768 New
WA
95
Wealth Advisors
California
$204K +$204K +2,221 New
Wells Fargo
96
Wells Fargo
California
$161K +$161K +1,244 New
FIA
97
FNY Investment Advisers
New York
$154K +$154K +1,200 New
Legal & General Group
98
Legal & General Group
United Kingdom
$136K -$1.72M -13,292 -93%
PCM
99
Penserra Capital Management
California
$101K +$67.3K +524 +200%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.6K +$96.6K +750 New
2 3
4
5 6