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Upstart Holdings
UPST

349 hedge funds and large institutions have $1.98B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 27

115% more capital invested

Capital invested by funds: $919M → $1.98B (+$1.06B)

27% more funds holding

Funds holding: 275 → 349 (+74)

11.36% more ownership

Funds ownership: 44.35% → 55.7% (+11%)

1% more call options, than puts

Call options by funds: $591M | Put options by funds: $585M

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

Holders
349
Holders Change
+74
Holders Change %
+26.91%
% of All Funds
5.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
103
Increased
83
Reduced
86
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$47.4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$39.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$35.6M
4
Barclays
Barclays
United Kingdom
+$35.3M
5
FAM
Fred Alger Management
New York
+$25.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.9M
2
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$8.02M
3
Bank of America
Bank of America
North Carolina
-$5.66M
4
First Trust Advisors
First Trust Advisors
Illinois
-$5.65M
5
SEC
Seven Eight Capital
New York
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
151
Y-Intercept (HK)
Hong Kong
$430K +$358K +10,759 New
MG
152
Marex Group
$430K -$54.3K -1,633 -13%
XT
153
XTX Topco
Cayman Islands
$427K +$355K +10,677 New
HCA
154
Harbor Capital Advisors
Illinois
$417K -$20.7K -623 -6%
SFS
155
Summit Financial Strategies
Ohio
$416K +$40.7K +1,223 +13%
KA
156
Kercheville Advisors
Texas
$402K +$1.66K +50 +0.5%
Victory Capital Management
157
Victory Capital Management
Texas
$390K +$466 +14 +0.1%
SEI Investments
158
SEI Investments
Pennsylvania
$389K +$323K +9,712 New
CM
159
Crestline Management
Texas
$386K +$321K +9,640 New
HSBC Holdings
160
HSBC Holdings
United Kingdom
$380K -$834K -25,086 -73%
PCIA
161
Prime Capital Investment Advisors
Kansas
$375K -$166 -5 -0.1%
US Bancorp
162
US Bancorp
Minnesota
$361K +$27.8K +835 +10%
Parallax Volatility Advisers
163
Parallax Volatility Advisers
California
$361K +$63K +1,895 +27%
OR
164
Olympiad Research
Connecticut
$346K +$288K +8,660 New
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$343K – – –
NFSG
166
Newbridge Financial Services Group
Florida
$341K -$35.6K -1,070 -11%
SWP
167
Stratos Wealth Partners
Ohio
$335K -$47.8K -1,436 -15%
Los Angeles Capital Management
168
Los Angeles Capital Management
California
$334K +$278K +8,352 New
SFWC
169
Strategic Family Wealth Counselors
New Jersey
$320K +$266K +7,992 New
Neuberger Berman Group
170
Neuberger Berman Group
New York
$312K +$259K +7,799 New
PFO
171
PMC FIG Opportunities
Israel
$311K +$258K +7,762 New
IP
172
Intellectus Partners
California
$308K +$256K +7,700 New
AIP
173
Ameritas Investment Partners
Nebraska
$303K – – –
IA
174
Inspire Advisors
Idaho
$298K -$305K -9,163 -55%
ASN
175
Advisory Services Network
Georgia
$293K – – –
5 6
7
8 9

UPST Hedge Fund Activity: Q3 2024 in Review

349 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q3 2024, worth a combined $1.98B — up 115% from $919M a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UPST positions and 27 closed out — a net gain of 76 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $47.4M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 349 institutional investors held Upstart Holdings (UPST) as of Q3 2024, up from 275 in Q2 2024.
  • Funds reported $1.98B of Upstart Holdings stock for Q3 2024, up 115% quarter-over-quarter.
  • 103 funds opened new Upstart Holdings positions in Q3 2024 and 27 closed out, a net change of +76 holders.
  • The largest Upstart Holdings buyer in Q3 2024 was D.E. Shaw & Co, an estimated $47.4M added.
  • The largest Upstart Holdings seller in Q3 2024 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2024.