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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
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$1.93M +$77.8K +2,339 +5%
Wells Fargo
77
Wells Fargo
California
$1.92M +$3.56K +107 +0.2%
Jacobs Levy Equity Management
78
Jacobs Levy Equity Management
New Jersey
$1.89M +$767K +23,073 +95%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$1.84M +$1.53M +45,969 New
TWA
80
TCI Wealth Advisors
Arizona
$1.79M +$90.9K +2,732 +7%
MIM
81
MetLife Investment Management
New Jersey
$1.79M – – –
WFA
82
WMG Financial Advisors
Tennessee
$1.76M +$12.5K +375 +0.9%
MML Investors Services
83
MML Investors Services
Massachusetts
$1.76M +$104K +3,133 +8%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.76M -$13.3K -400 -0.9%
MCM
85
Manchester Capital Management
Vermont
$1.75M – – –
CF
86
Corebridge Financial
Texas
$1.65M -$8.45K -254 -0.6%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$1.62M -$163K -4,901 -11%
MMA
88
Miracle Mile Advisors
California
$1.62M – – –
AQR Capital Management
89
AQR Capital Management
Connecticut
$1.56M +$1.29M +38,888 New
B
90
Bailard
California
$1.54M -$24.9K -750 -2%
CC
91
Centiva Capital
New York
$1.45M +$1.2M +36,123 New
CBA
92
Coastal Bridge Advisors
Connecticut
$1.43M – – –
LCGC
93
Legacy Capital Group California
California
$1.37M -$6.19K -186 -0.5%
BBA
94
Baader Bank Aktiengesellschaft
Germany
$1.33M -$229K -6,886 -17%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$1.24M +$150K +4,500 +17%
ET
96
Entropy Technologies
New York
$1.11M +$924K +27,774 New
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$1.04M -$205K -6,174 -19%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$1.04M -$266K -8,000 -24%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$1.04M +$11.3K +339 +1%
BC
100
BIT Capital
Germany
$1.04M -$752K -22,612 -47%
2 3
4
5 6

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.