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Upstart Holdings

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$1.29M +$206K +4,482 +19%
SS
127
SBI Securities
Japan
$1.28M +$524K +11,389 +69%
IMC Chicago
128
IMC Chicago
Illinois
$1.28M -$5.04M -109,395 -80%
HLAM
129
Hidden Lake Asset Management
New York
$1.25M -$6.2M -134,768 -83%
SEI Investments
130
SEI Investments
Pennsylvania
$1.2M +$199K +4,319 +20%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$1.18M +$58.1K +1,262 +5%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$1.18M +$46.2K +1,004 +4%
CTC (Chicago Trading Company)
133
CTC (Chicago Trading Company)
Illinois
$1.17M +$56.6K +1,230 +5%
AIP
134
Arrowpoint Investment Partners
Singapore
$1.16M +$1.16M +25,214 New
MIC
135
Maxi Investments CY
Cyprus
$1.12M -$239K -5,200 -18%
OAM
136
Oppenheimer Asset Management
New York
$1.12M +$14.8K +322 +1%
ASRS
137
Arizona State Retirement System
Arizona
$1.08M +$67.6K +1,469 +7%
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
$1.07M -$147K -3,187 -12%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$1M +$98.1K +2,132 +11%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$985K +$985K +21,404 New
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$984K +$40.5K +880 +4%
SW
142
SVB Wealth
Massachusetts
$977K +$644 +14 +0.1%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$974K -$88.1K -1,914 -8%
OQS
144
Occudo Quantitative Strategies
Florida
$932K +$932K +19,698 New
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$914K -$903K -19,607 -50%
Comerica Bank
146
Comerica Bank
Texas
$911K -$64.8K -1,408 -7%
Truist Financial
147
Truist Financial
North Carolina
$910K -$338K -7,351 -27%
GFP
148
Gryphon Financial Partners
Ohio
$908K -$220K -4,783 -20%
WFA
149
WMG Financial Advisors
Tennessee
$882K -$94.4K -2,050 -10%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$880K -$41.4K -898 -4%