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Upstart Holdings
UPST

Overview Fund Activity

381 hedge funds and large institutions have $2.72B invested in Upstart Holdings in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 99 reducing their positions, and 57 closing their positions.

Holders
381
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
59
Increased
153
Reduced
99
Closed
57
Calls
$572M
Puts
$559M
Net Calls
+$13.4M
Net Calls Change
+$279M

Top Buyers

1
Capital Fund Management (CFM)
1
Capital Fund Management (CFM)
France
$39.3M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$54.2M
3
Invesco
3
Invesco
Georgia
$58.5M
4
Coatue Management
4
Coatue Management
New York
$40.1M
5
DCM
5
Driehaus Capital Management
Illinois
$55.9M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$56.3M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$73.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$84.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$69M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$3.38M 73,451 +12,683 +21%
SFI
77
Susquehanna Fundamental Investments
Pennsylvania
$3.23M 70,160 – –
LCM
78
Landscape Capital Management
New Jersey
$3.23M 70,117 +48,342 +222%
HIM
79
Hillsdale Investment Management
Ontario, Canada
$3.14M 68,300 +5,700 +9%
QCM
80
Quantinno Capital Management
New York
$3.06M 66,524 -11,499 -15%
RFM
81
Royal Fund Management
Florida
$3.01M 65,340 +65,340 New
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$2.91M 63,294 +13,729 +28%
EGI
83
EAM Global Investors
California
$2.83M 61,551 +61,551 New
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$2.79M 60,528 +4,172 +7%
Ameriprise
85
Ameriprise
Minnesota
$2.72M 59,129 -5,148 -8%
AG
86
Algert Global
California
$2.63M 57,184 +6,578 +13%
TSWM
87
Tyler-Stone Wealth Management
Ohio
$2.52M 54,834 – –
EI
88
EAM Investors
California
$2.4M 52,053 -33,503 -39%
FRM
89
Fox Run Management
Connecticut
$2.29M 49,684 +44,508 +860%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$2.29M 49,670 -9,541 -16%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.2M 47,830 +4,583 +11%
HF
92
HRT Financial
New York
$2.2M 47,724 +47,724 New
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$2.19M 47,553 +3,974 +9%
MIM
94
MetLife Investment Management
New Jersey
$2.14M 46,452 -709 -2%
MCM
95
Manchester Capital Management
Vermont
$2M 43,392 – –
BHCM
96
Brevan Howard Capital Management
Jersey
$1.99M 43,133 -25,924 -38%
JFG
97
Jefferies Financial Group
New York
$1.95M 42,415 +12,242 +41%
MMEA
98
Main Management ETF Advisors
California
$1.89M 41,097 +41,097 New
Walleye Capital
99
Walleye Capital
New York
$1.87M 40,686 +5,362 +15%
MMA
100
Miracle Mile Advisors
California
$1.86M 40,440 – –
2 3
4
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