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Upstart Holdings
UPST

Overview Fund Activity

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M

Top Buyers

1
JCAM
1
Jericho Capital Asset Management
New York
$236M
2
CAM
2
Contour Asset Management
New York
$89.7M
3
MGCM
3
Mane Global Capital Management
New York
$43.6M
4
Squarepoint
4
Squarepoint
New York
$65.4M
5
RCM
5
Rokos Capital Management
United Kingdom
$31M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.84M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$23.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$45.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
176
Caption Management
Oklahoma
$841K – – –
IAIM
177
International Assets Investment Management
Florida
$836K +$19.3K +299 +2%
VAM
178
Vienna Asset Management
California
$831K +$831K +12,855 New
AFG
179
Atomi Financial Group
New York
$830K +$8.22K +127 +1%
QT
180
Quantbot Technologies
New York
$817K -$10.8M -167,405 -93%
TRCT
181
Tower Research Capital (TRC)
New York
$802K +$657K +10,153 +453%
BAM
182
Blueshift Asset Management
New Jersey
$794K -$99.7K -1,541 -11%
GWMR
183
GC Wealth Management RIA
Massachusetts
$792K +$792K +12,243 New
PMAM
184
Picton Mahoney Asset Management
Ontario, Canada
$779K +$779K +12,044 New
GFP
185
Gryphon Financial Partners
Ohio
$776K -$499K -7,721 -39%
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$757K +$1.88K +29 +0.2%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$754K +$258K +3,993 +52%
CA
188
Capital Advantage
California
$752K – – –
Jennison Associates
189
Jennison Associates
New York
$736K +$13.3K +205 +2%
HI
190
Harbour Investments
Wisconsin
$700K -$181K -2,792 -20%
FCM
191
Fairbanks Capital Management
California
$699K -$64.7K -1,000 -8%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$695K – – –
OAM
193
Oppenheimer Asset Management
New York
$692K -$883K -13,651 -56%
PWM
194
Prosperity Wealth Management
California
$689K +$689K +10,660 New
CWM
195
CIBC World Markets
New York
$671K -$477K -7,380 -42%
NFSG
196
Newbridge Financial Services Group
Florida
$651K +$93.5K +1,445 +17%
BC
197
Bridgefront Capital
Texas
$642K +$642K +9,921 New
Victory Capital Management
198
Victory Capital Management
Texas
$636K +$1.68K +26 +0.3%
SB
199
SIG Brokerage
New York
$627K +$627K +9,694 New
US Bancorp
200
US Bancorp
Minnesota
$622K +$2.91K +45 +0.5%
6 7
8
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