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Upstart Holdings
UPST

334 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 38

66% more capital invested

Capital invested by funds: $1.08B → $1.79B (+$712M)

15% more funds holding

Funds holding: 291 → 334 (+43)

6.54% more ownership

Funds ownership: 44.88% → 51.43% (+6.5%)

6% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 87

9% less call options, than puts

Call options by funds: $788M | Put options by funds: $867M

Holders
334
Holders Change
+43
Holders Change %
+14.78%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
83
Increased
92
Reduced
87
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$71.6M
2
Jane Street
Jane Street
New York
+$51.3M
3
Bank of America
Bank of America
North Carolina
+$30.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.2M
5
BlackRock
BlackRock
New York
+$15.5M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$29.8M
2
Optiver Holding
Optiver Holding
Netherlands
-$12.3M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$7.14M
4
FAM
Fred Alger Management
New York
-$7.09M
5
Goldman Sachs
Goldman Sachs
New York
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
101
Schonfeld Strategic Advisors
New York
$1.06M +$789K +25,900 New
LFAS
102
Level Four Advisory Services
Texas
$1.05M -$285K -9,362 -27%
Walleye Capital
103
Walleye Capital
New York
$1.05M -$629K -20,651 -45%
Dimensional Fund Advisors
104
Dimensional Fund Advisors
Texas
$1.02M +$11.8K +389 +2%
GS
105
GTS Securities
New York
$987K +$735K +24,150 New
AG
106
Algert Global
California
$986K +$81.9K +2,690 +13%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$969K -$188K -6,187 -21%
Ameriprise
108
Ameriprise
Minnesota
$906K -$328K -10,772 -33%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$887K +$588K +19,313 +806%
RJA
110
Raymond James & Associates
Florida
$854K +$636K +20,895 New
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$841K – – –
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$836K +$363K +11,909 +139%
SCM
113
Shelton Capital Management
Colorado
$825K +$615K +20,200 New
ASRS
114
Arizona State Retirement System
Arizona
$814K -$2.28K -75 -0.4%
Parallax Volatility Advisers
115
Parallax Volatility Advisers
California
$812K +$605K +19,866 New
AWM
116
AE Wealth Management
Kansas
$783K +$270K +8,876 +59%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$750K -$17.4K -570 -3%
CC
118
Cipher Capital
New York
$723K +$250K +8,218 +87%
BCM
119
Bayesian Capital Management
New York
$717K -$1.1M -36,050 -67%
Rafferty Asset Management
120
Rafferty Asset Management
New York
$701K -$221K -7,268 -30%
AQR Capital Management
121
AQR Capital Management
Connecticut
$663K +$255K +8,364 +106%
BHCM
122
Brevan Howard Capital Management
Jersey
$652K +$486K +15,968 New
PAG
123
Private Advisor Group
New Jersey
$645K -$3.17K -104 -0.7%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$629K +$62.2K +2,044 +15%
IA
125
Inspire Advisors
Idaho
$623K +$208K +6,842 +81%
3 4
5
6 7

UPST Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2023, worth a combined $1.79B — up 66% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new UPST positions and 38 closed out — a net gain of 45 holders — while 92 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $71.6M. The largest seller was Coatue Management, cutting an estimated $29.8M.

  • 334 institutional investors held Upstart Holdings (UPST) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $1.79B of Upstart Holdings stock for Q4 2023, up 66% quarter-over-quarter.
  • 83 funds opened new Upstart Holdings positions in Q4 2023 and 38 closed out, a net change of +45 holders.
  • The largest Upstart Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $71.6M added.
  • The largest Upstart Holdings seller in Q4 2023 was Coatue Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2023.