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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 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$757M
Puts
$634M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$89.7M
3 +$43.6M
4
Squarepoint
Squarepoint
New York
+$37.8M
5
RCM
Rokos Capital Management
United Kingdom
+$31M

Top Sellers

1 -$98.5M
2 -$66.4M
3 -$52.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$50.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
101
Bank of Nova Scotia
Ontario, Canada
$2.9M
IIM
102
INTECH Investment Management
Florida
$2.84M
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$2.84M
MCM
104
Manchester Capital Management
Vermont
$2.79M
MML Investors Services
105
MML Investors Services
Massachusetts
$2.75M
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$2.73M
MMEA
107
Main Management ETF Advisors
California
$2.7M
Mariner
108
Mariner
Kansas
$2.68M
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$2.67M
MMA
110
Miracle Mile Advisors
California
$2.62M
SCM
111
SCS Capital Management
Massachusetts
$2.59M
TSWM
112
Tyler-Stone Wealth Management
Ohio
$2.56M
CBA
113
Coastal Bridge Advisors
Connecticut
$2.49M
B
114
Bailard
California
$2.48M
ZIM
115
Zacks Investment Management
Illinois
$2.48M
Los Angeles Capital Management
116
Los Angeles Capital Management
California
$2.4M
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$2.36M
GCWM
118
Guided Capital Wealth Management
Texas
$2.36M
GC
119
Gillson Capital
Illinois
$2.26M
SPS
120
Susquehanna Portfolio Strategies
Pennsylvania
$2.21M
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$2.2M
TWA
122
TCI Wealth Advisors
Arizona
$2.16M
CM
123
Castleark Management
Illinois
$2.15M
Dimensional Fund Advisors
124
Dimensional Fund Advisors
Texas
$2.09M
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$1.87M