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Upstart Holdings

391 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 116 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $1.98B → $3.59B (+$1.61B)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

12% more funds holding

Funds holding: 349391 (+42)

8.19% more ownership

Funds ownership: 55.7%63.89% (+8.2%)

6% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 109

19% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.37B

Holders
391
Holders Change
+42
Holders Change %
+12.03%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
105
Increased
116
Reduced
109
Closed
58
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$3.47M +$508K +8,155 +17%
TSWM
77
Tyler-Stone Wealth Management
Ohio
$3.38M -$43.6K -700 -1%
HVCM
78
Hel Ved Capital Management
Hong Kong
$3.2M +$3.24M +51,940 New
TC
79
TwinBeech Capital
New York
$3.17M -$6.79M -108,923 -68%
AQR Capital Management
80
AQR Capital Management
Connecticut
$3.14M +$758K +12,154 +31%
AG
81
Algert Global
California
$3.12M +$1.97M +31,596 +166%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$3.05M +$3.09M +49,565 New
MIM
83
MetLife Investment Management
New Jersey
$2.9M +$153K +2,448 +5%
SSA
84
Schonfeld Strategic Advisors
New York
$2.82M +$2.09M +33,465 +273%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$2.68M +$193K +3,093 +8%
IIM
86
INTECH Investment Management
Florida
$2.67M +$1.24M +19,927 +85%
MCM
87
Manchester Capital Management
Vermont
$2.67M -$18.6K -299 -0.7%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.66M -$40.8K -654 -1%
MML Investors Services
89
MML Investors Services
Massachusetts
$2.58M -$120K -1,926 -4%
MMA
90
Miracle Mile Advisors
California
$2.49M
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$2.43M -$1.14M -18,336 -32%
CF
92
Corebridge Financial
Texas
$2.4M -$134K -2,146 -5%
B
93
Bailard
California
$2.39M +$13.2K +212 +0.5%
CBA
94
Coastal Bridge Advisors
Connecticut
$2.19M -$6.23K -100 -0.3%
Walleye Capital
95
Walleye Capital
New York
$2.17M -$3.51M -56,253 -61%
LCGC
96
Legacy Capital Group California
California
$2.08M -$29.7K -476 -1%
UBP
97
Union Bancaire Privee
Switzerland
$2.06M +$2.05M +32,842 New
CSS
98
Cubist Systematic Strategies
Connecticut
$2.02M -$22M -353,139 -91%
Citadel Advisors
99
Citadel Advisors
Florida
$2.01M -$30.8M -494,249 -94%
QT
100
Quantbot Technologies
New York
$2M -$4.1M -65,705 -67%

UPST Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2024, worth a combined $3.59B — up 81% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UPST positions and 58 closed out — a net gain of 47 holders — while 116 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $98.1M. The largest seller was Susquehanna International Group, cutting an estimated $86M.

  • 391 institutional investors held Upstart Holdings (UPST) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $3.59B of Upstart Holdings stock for Q4 2024, up 81% quarter-over-quarter.
  • 105 funds opened new Upstart Holdings positions in Q4 2024 and 58 closed out, a net change of +47 holders.
  • The largest Upstart Holdings buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $98.1M added.
  • The largest Upstart Holdings seller in Q4 2024 was Susquehanna International Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2024.