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Upstart Holdings

338 hedge funds and large institutions have $1.45B invested in Upstart Holdings in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

14% less funds holding

Funds holding: 392338 (-54)

47% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 97

49% less capital invested

Capital invested by funds: $2.83B → $1.45B (-$1.37B)

Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$330M
Puts
$254M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$668K
IAIM
127
International Assets Investment Management
Florida
$661K
WFA
128
WMG Financial Advisors
Tennessee
$660K
GAM
129
Gemmer Asset Management
California
$651K
BC
130
Bridgefront Capital
Texas
$642K
Vontobel Holding
131
Vontobel Holding
Switzerland
$640K
Janus Henderson Group
132
Janus Henderson Group
United Kingdom
$634K
JG
133
Jain Global
New York
$630K
Natixis Advisors
134
Natixis Advisors
Massachusetts
$619K
ASRS
135
Arizona State Retirement System
Arizona
$617K
IIM
136
INTECH Investment Management
Florida
$616K
B
137
Bailard
California
$613K
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$610K
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$594K
KCP
140
Kera Capital Partners
California
$589K
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$548K
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$546K
VIA
143
Vanguard Investments Australia
Australia
$536K
BIG
144
Brooklyn Investment Group
New York
$522K
GCM
145
Gator Capital Management
Florida
$513K
Ameriprise
146
Ameriprise
Minnesota
$507K
LSA
147
Leonteq Securities AG
Switzerland
$500K
KK
148
KLP Kapitalforvaltning
Norway
$495K
KAS
149
Kestra Advisory Services
Texas
$481K
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$478K