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Upstart Holdings
UPST

131 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 18

192% more capital invested

Capital invested by funds: $1.75B → $5.12B (+$3.37B)

115% more funds holding

Funds holding: 61 → 131 (+70)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

1% less call options, than puts

Call options by funds: $159M | Put options by funds: $160M

2.23% less ownership

Funds ownership: 60.91% → 58.68% (-2.2%)

Holders
131
Holders Change
+70
Holders Change %
+114.75%
% of All Funds
2.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
88
Increased
17
Reduced
14
Closed
18
Calls
$159M
Puts
$160M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
BC
BIT Capital
Germany
+$46.6M
2
Ameriprise
Ameriprise
Minnesota
+$30M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.7M
4
BlackRock
BlackRock
New York
+$25.8M
5
FAM
Fred Alger Management
New York
+$21.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$76.7M
2
VVP
Vulcan Value Partners
Alabama
-$46.7M
3
Capital International Investors
Capital International Investors
California
-$38.2M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$20.2M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
101
Wolff Wiese Magana
California
$78K +$46.4K +605 New
EVM
102
Eaton Vance Management
Massachusetts
$68K +$40.6K +530 New
BWP
103
Baldwin Wealth Partners
Massachusetts
$64K +$38.3K +500 New
LSA
104
Leonteq Securities AG
Switzerland
$59.3K +$35.3K +460 New
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$55.5K +$33K +431 New
CFG
106
CKW Financial Group
Hawaii
$53K +$31.4K +409 New
HIA
107
Harbor Investment Advisory
Maryland
$52K +$30.7K +400 New
SPIA
108
Steward Partners Investment Advisory
New York
$45.1K +$26.8K +350 New
PA
109
Parallel Advisors
California
$45K +$26.8K +350 New
GWS
110
Glassman Wealth Services
Virginia
$27K +$16.1K +210 New
SWM
111
Spire Wealth Management
Virginia
$26K +$15.3K +200 New
US Bancorp
112
US Bancorp
Minnesota
$26K +$15.3K +200 New
APP
113
Alpha Paradigm Partners
Illinois
$22K +$12.8K +167 New
CAM
114
CenterStar Asset Management
Illinois
$20K – – –
Deutsche Bank
115
Deutsche Bank
Germany
$20K +$12.2K +159 New
TWP
116
TFO Wealth Partners
Ohio
$19K +$11.5K +150 New
IFAM
117
Institutional & Family Asset Management
Colorado
$18K +$10.8K +141 New
AIC
118
Ameritas Investment Company
Nebraska
$13.8K +$8.21K +107 New
HI
119
Harbour Investments
Wisconsin
$13K +$7.67K +100 New
JCM
120
Jacobi Capital Management
Pennsylvania
$13K +$7.67K +100 New
OIA
121
Optimum Investment Advisors
Illinois
$13K +$7.67K +100 New
VFA
122
Valeo Financial Advisors
Indiana
$13K +$7.67K +100 New
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$13K +$8.44K +110 New
NL
124
NVWM LLC
Pennsylvania
$8K +$4.75K +62 New
SFS
125
Sowell Financial Services
Arkansas
$7K +$6.13K +80 New
2 3 4
5
6

UPST Hedge Fund Activity: Q1 2021 in Review

131 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q1 2021, worth a combined $5.12B — up 192% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new UPST positions and 18 closed out — a net gain of 70 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was BIT Capital, adding an estimated $46.6M. The largest seller was Capital World Investors, cutting an estimated $76.7M.

  • 131 institutional investors held Upstart Holdings (UPST) as of Q1 2021, up from 61 in Q4 2020.
  • Funds reported $5.12B of Upstart Holdings stock for Q1 2021, up 192% quarter-over-quarter.
  • 88 funds opened new Upstart Holdings positions in Q1 2021 and 18 closed out, a net change of +70 holders.
  • The largest Upstart Holdings buyer in Q1 2021 was BIT Capital, an estimated $46.6M added.
  • The largest Upstart Holdings seller in Q1 2021 was Capital World Investors, an estimated $76.7M sold.

Based on aggregated 13F filings for Q1 2021.