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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
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$1.99M +$395K +6,343 +24%
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$1.93M +$1.43M +22,946 +275%
TWA
103
TCI Wealth Advisors
Arizona
$1.92M -$845K -13,561 -30%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$1.91M
JFG
105
Jefferies Financial Group
New York
$1.86M +$1.88M +30,173 New
MIC
106
Maxi Investments CY
Cyprus
$1.82M +$324K +5,200 +21%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$1.82M -$1.02M -16,417 -36%
Nomura Holdings
108
Nomura Holdings
Japan
$1.72M +$1.74M +27,986 New
Truist Financial
109
Truist Financial
North Carolina
$1.67M +$285K +4,567 +20%
ZIM
110
Zacks Investment Management
Illinois
$1.65M +$1.67M +26,742 New
Jacobs Levy Equity Management
111
Jacobs Levy Equity Management
New Jersey
$1.63M -$1.3M -20,901 -44%
Wolverine Trading
112
Wolverine Trading
Illinois
$1.55M -$2.75M -44,122 -64%
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$1.51M -$93.8K -1,504 -6%
GFP
114
Gryphon Financial Partners
Ohio
$1.51M -$30.9K -496 -2%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.5M -$186K -2,989 -11%
CTC (Chicago Trading Company)
116
CTC (Chicago Trading Company)
Illinois
$1.49M +$1.51M +24,151 New
OAM
117
Oppenheimer Asset Management
New York
$1.48M +$211K +3,379 +16%
VCM
118
Voleon Capital Management
California
$1.46M +$1.48M +23,706 New
Osaic Holdings
119
Osaic Holdings
Arizona
$1.45M -$77.7K -1,246 -5%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$1.42M -$116K -1,868 -7%
Mariner
121
Mariner
Kansas
$1.38M +$1.25K +20 +0.1%
ProShare Advisors
122
ProShare Advisors
Maryland
$1.36M +$471K +7,557 +52%
ASRS
123
Arizona State Retirement System
Arizona
$1.36M +$34.4K +552 +3%
LCM
124
Landscape Capital Management
New Jersey
$1.34M +$288K +4,613 +27%
SEI Investments
125
SEI Investments
Pennsylvania
$1.34M +$747K +11,982 +123%

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.