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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
Canada Pension Plan Investment Board
151
Canada Pension Plan Investment Board
Ontario, Canada
$469K
SW
152
Simplicity Wealth
New Jersey
$467K
SCM
153
Shelton Capital Management
Colorado
$462K
SS
154
SBI Securities
Japan
$455K
AIM
155
Aigen Investment Management
New York
$422K
PFS
156
Prospera Financial Services
Texas
$410K
RFM
157
Royal Fund Management
Florida
$406K
Russell Investments Group
158
Russell Investments Group
United Kingdom
$401K
KA
159
Kercheville Advisors
Texas
$385K
ET
160
Entropy Technologies
New York
$384K
VPIM
161
Vanguard Personalized Indexing Management
California
$383K
CFM
162
Catalyst Funds Management
Australia
$380K
VOYA Investment Management
163
VOYA Investment Management
Georgia
$379K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$378K
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$374K
AI
166
Atom Investors
Texas
$373K
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$373K
IFS
168
Integrated Financial Solutions
Virginia
$372K
Prudential Financial
169
Prudential Financial
New Jersey
$350K
Tudor Investment Corp
170
Tudor Investment Corp
Connecticut
$346K
SEI Investments
171
SEI Investments
Pennsylvania
$344K
PI
172
PFG Investments
New York
$331K
FCM
173
Fairbanks Capital Management
California
$328K
GCM
174
Graham Capital Management
Connecticut
$324K
ProShare Advisors
175
ProShare Advisors
Maryland
$320K