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Upstart Holdings

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Nova Scotia
101
Bank of Nova Scotia
Ontario, Canada
$2.9M -$4.22M -65,242 -59%
IIM
102
INTECH Investment Management
Florida
$2.84M -$1.96M -30,230 -41%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$2.84M -$98.5M -1,522,662 -97%
MCM
104
Manchester Capital Management
Vermont
$2.79M -$17.4K -269 -0.6%
MML Investors Services
105
MML Investors Services
Massachusetts
$2.75M +$225K +3,476 +9%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$2.74M +$1.45M +22,444 +113%
MMEA
107
Main Management ETF Advisors
California
$2.7M +$44.2K +684 +2%
Mariner
108
Mariner
Kansas
$2.68M +$697K +10,776 +35%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$2.67M +$816K +12,617 +44%
MMA
110
Miracle Mile Advisors
California
$2.62M +$711 +11 +0%
SCM
111
SCS Capital Management
Massachusetts
$2.59M
TSWM
112
Tyler-Stone Wealth Management
Ohio
$2.56M -$983K -15,200 -28%
CBA
113
Coastal Bridge Advisors
Connecticut
$2.49M +$2.49M +38,467 New
B
114
Bailard
California
$2.48M -$22.6K -349 -0.9%
ZIM
115
Zacks Investment Management
Illinois
$2.48M -$38.5K -595 -2%
Los Angeles Capital Management
116
Los Angeles Capital Management
California
$2.4M -$150K -2,321 -6%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$2.36M
GCWM
118
Guided Capital Wealth Management
Texas
$2.36M +$39.4K +609 +2%
GC
119
Gillson Capital
Illinois
$2.26M +$2.26M +35,000 New
SPS
120
Susquehanna Portfolio Strategies
Pennsylvania
$2.21M +$2.21M +34,112 New
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$2.2M -$1.01M -15,673 -32%
TWA
122
TCI Wealth Advisors
Arizona
$2.16M -$276K -4,265 -11%
CM
123
Castleark Management
Illinois
$2.15M +$2.15M +33,200 New
Dimensional Fund Advisors
124
Dimensional Fund Advisors
Texas
$2.09M +$5.63K +87 +0.3%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$1.87M -$555K -8,586 -23%