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Upstart Holdings

262 hedge funds and large institutions have $471M invested in Upstart Holdings in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
77
Reduced
63
Closed
43
Calls
$239M
Puts
$306M
Net Calls
-$66.8M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
101
Baader Bank Aktiengesellschaft
Germany
$289K -$43.8K -2,827 -13%
IA
102
Inspire Advisors
Idaho
$278K +$278K +17,517 New
XT
103
XTX Topco
Cayman Islands
$269K -$1.23M -77,234 -82%
Mariner
104
Mariner
Kansas
$268K +$20.7K +1,306 +8%
HI
105
Harbour Investments
Wisconsin
$261K -$2.78K -175 -1%
Deutsche Bank
106
Deutsche Bank
Germany
$235K -$144K -9,045 -38%
CA
107
Cetera Advisors
Colorado
$226K -$5.28K -332 -2%
VFA
108
Valeo Financial Advisors
Indiana
$226K +$20.8K +1,310 +10%
Creative Planning
109
Creative Planning
Kansas
$224K +$58.9K +3,708 +36%
QC
110
Quadrature Capital
United Kingdom
$217K +$217K +13,614 New
BFM
111
Boothbay Fund Management
New York
$216K +$216K +13,598 New
CAN
112
Cetera Advisor Networks
California
$213K +$874 +55 +0.4%
BC
113
Bridgefront Capital
Texas
$210K +$210K +13,233 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$201K -$3.67K -231 -2%
AB
115
Amalgamated Bank
New York
$193K -$68K -4,284 -26%
SG
116
StoneX Group
New York
$188K +$188K +11,800 New
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$186K
RJA
118
Raymond James & Associates
Florida
$185K -$14.8K -930 -7%
GAM
119
Gotham Asset Management
New York
$183K +$183K +11,544 New
IC
120
IEQ Capital
California
$179K +$179K +11,236 New
TCM
121
Triumph Capital Management
Colorado
$172K -$269K -16,920 -61%
TRCT
122
Tower Research Capital (TRC)
New York
$171K +$78.3K +4,937 +84%
AIM
123
Arcadia Investment Management
Michigan
$167K
Nomura Holdings
124
Nomura Holdings
Japan
$161K -$1.6M -100,476 -91%
KA
125
Kercheville Advisors
Texas
$159K