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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
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
101
SCS Capital Management
Massachusetts
$1.84M 40,000 +40,000 New
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$1.82M 39,439 +8,141 +26%
CF
103
Corebridge Financial
Texas
$1.8M 39,207 +166 +0.4%
MML Investors Services
104
MML Investors Services
Massachusetts
$1.8M 39,042 -2,944 -7%
ZIM
105
Zacks Investment Management
Illinois
$1.79M 38,948 +12,206 +46%
B
106
Bailard
California
$1.78M 38,759 – –
BCM
107
Bayesian Capital Management
New York
$1.75M 38,100 +18,200 +91%
TWA
108
TCI Wealth Advisors
Arizona
$1.73M 37,590 +6,395 +21%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$1.73M 37,536 +6,436 +21%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$1.72M 36,427 +4,031 +12%
SW
111
Simplicity Wealth
New Jersey
$1.71M 37,197 +37,197 New
GCWM
112
Guided Capital Wealth Management
Texas
$1.65M 35,828 +35,828 New
SG Americas Securities
113
SG Americas Securities
New York
$1.64M 35,604 +35,604 New
SRL
114
Scientech Research LLC
New Jersey
$1.61M 34,958 +34,958 New
Wolverine Trading
115
Wolverine Trading
Illinois
$1.54M 32,517 +7,972 +32%
PEAK6
116
PEAK6
Illinois
$1.51M 32,850 +32,850 New
Dimensional Fund Advisors
117
Dimensional Fund Advisors
Texas
$1.49M 32,297 +15,230 +89%
CSS
118
Cubist Systematic Strategies
Connecticut
$1.46M 31,824 -1,018 -3%
Creative Planning
119
Creative Planning
Kansas
$1.44M 31,248 +13,316 +74%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$1.41M 30,649 +9,946 +48%
Mariner
121
Mariner
Kansas
$1.41M 30,609 +8,169 +36%
Point72 Asset Management
122
Point72 Asset Management
Connecticut
$1.33M 28,911 +28,911 New
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$1.32M 28,659 -893 -3%
Nomura Holdings
124
Nomura Holdings
Japan
$1.31M 28,399 +413 +1%
Credit Agricole
125
Credit Agricole
France
$1.31M 28,367 +23,641 +500%
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5
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