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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$1.39M -$990K -14,075 -34%
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$1.38M
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$1.37M +$142K +2,024 +8%
RFM
129
Royal Fund Management
Florida
$1.3M -$2.77M -39,343 -61%
GAM
130
Gemmer Asset Management
California
$1.3M -$35.2K -500 -2%
IP
131
Intellectus Partners
California
$1.29M +$1.27M +17,988 +241%
ASRS
132
Arizona State Retirement System
Arizona
$1.29M +$26K +370 +1%
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$1.25M -$833K -11,840 -33%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$1.23M -$906K -12,874 -35%
WAM
135
Weiss Asset Management
Massachusetts
$1.23M +$1.7M +24,170 New
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$1.21M +$253K +3,600 +18%
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.19M +$314K +4,457 +23%
MMEA
138
Main Management ETF Advisors
California
$1.18M -$1.3M -18,531 -44%
OAC
139
OMERS Administration Corp
Ontario, Canada
$1.18M
Canada Pension Plan Investment Board
140
Canada Pension Plan Investment Board
Ontario, Canada
$1.17M -$13.8M -196,100 -90%
AWM
141
Apollon Wealth Management
South Carolina
$1.16M -$19.6K -278 -1%
JCIA
142
Jackson Creek Investment Advisors
Colorado
$1.11M -$703 -10 -0%
CNAM
143
Campbell Newman Asset Management
Wisconsin
$1.11M +$1.54M +21,943 New
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$1.08M -$1.83K -26 -0.1%
Comerica Bank
145
Comerica Bank
Texas
$1.08M -$42.4K -603 -3%
LCGC
146
Legacy Capital Group California
California
$1.05M -$15.1K -215 -1%
ARAM
147
Ardmore Road Asset Management
New York
$1.02M +$1.41M +20,000 New
KCP
148
Kera Capital Partners
California
$1.01M -$34K -484 -2%
CIAM
149
Caitong International Asset Management
Hong Kong
$997K +$1.38M +19,633 New
Natixis Advisors
150
Natixis Advisors
Massachusetts
$967K -$456K -6,483 -25%