We are live on ! Find out more
UPST icon

Upstart Holdings
UPST

254 hedge funds and large institutions have $4.99B invested in Upstart Holdings in 2021 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 69 increasing their positions, 26 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 26

165% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 26

94% more funds holding

Funds holding: 131 → 254 (+123)

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

2% less capital invested

Capital invested by funds: $5.12B → $4.99B (-$127M)

5.82% less ownership

Funds ownership: 58.68% → 52.86% (-5.8%)

24% less call options, than puts

Call options by funds: $415M | Put options by funds: $548M

Holders
254
Holders Change
+123
Holders Change %
+93.89%
% of All Funds
4.42%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.26%
New
150
Increased
69
Reduced
26
Closed
26
Calls
$415M
Puts
$548M
Net Calls
-$133M
Net Calls Change
-$131M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$160M
2
BC
BIT Capital
Germany
+$128M
3
Renaissance Technologies
Renaissance Technologies
New York
+$82.2M
4
KP
Kuvari Partners
United Kingdom
+$80M
5
VVP
Vulcan Value Partners
Alabama
+$66.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$139M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$135M
3
AI
Alphabet Inc
California
-$107M
4
FFIM
Founders Fund IV Management
California
-$66.2M
5
SFM
Soros Fund Management
New York
-$55.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
176
Laidlaw Wealth Management
New York
$279K +$275K +2,233 New
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$276K +$272K +2,207 New
BCM
178
Bayesian Capital Management
New York
$275K +$271K +2,200 New
EDRH
179
Edmond de Rothschild Holding
Switzerland
$269K +$265K +2,155 New
QT
180
Quantbot Technologies
New York
$266K +$262K +2,130 New
PIA
181
Perennial Investment Advisors
California
$264K +$261K +2,117 New
SO
182
STRS Ohio
Ohio
$252K +$249K +2,024 New
RF
183
Rollins Financial
Georgia
$250K +$246K +2,000 New
XT
184
XTX Topco
Cayman Islands
$250K +$247K +2,004 New
Lazard Asset Management
185
Lazard Asset Management
New York
$249K +$246K +2,000 New
RPC
186
Rossmore Private Capital
Connecticut
$247K -$21K -171 -8%
LSA
187
Leonteq Securities AG
Switzerland
$246K +$186K +1,511 +328%
MFG
188
Menard Financial Group
Texas
$246K +$243K +1,972 New
BC
189
Bridgefront Capital
Texas
$246K +$243K +1,973 New
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$241K +$238K +1,935 New
CC
191
Centiva Capital
New York
$240K +$236K +1,919 New
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$238K +$234K +1,904 New
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$237K +$233K +1,897 New
SS
194
Simplicity Solutions
Minnesota
$234K +$231K +1,877 New
EDRIA
195
Edmonds Duncan Registered Investment Advisors
Kansas
$229K +$225K +1,832 New
HCA
196
Harbour Capital Advisors
Virginia
$227K +$223K +1,815 New
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$221K +$218K +1,771 New
DLA
198
Douglas Lane & Associates
New York
$214K +$210K +1,710 New
LA
199
Legacy Advisors
Pennsylvania
$214K +$210K +1,710 New
SEC
200
Seven Eight Capital
New York
$208K +$205K +1,669 New
6 7
8
9 10

UPST Hedge Fund Activity: Q2 2021 in Review

254 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2021, worth a combined $4.99B — down 2.5% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new UPST positions and 26 closed out — a net gain of 124 holders — while 69 added to existing stakes and 26 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $160M. The largest seller was Morgan Stanley, cutting an estimated $139M.

  • 254 institutional investors held Upstart Holdings (UPST) as of Q2 2021, up from 131 in Q1 2021.
  • Funds reported $4.99B of Upstart Holdings stock for Q2 2021, down 2.5% quarter-over-quarter.
  • 150 funds opened new Upstart Holdings positions in Q2 2021 and 26 closed out, a net change of +124 holders.
  • The largest Upstart Holdings buyer in Q2 2021 was D.E. Shaw & Co, an estimated $160M added.
  • The largest Upstart Holdings seller in Q2 2021 was Morgan Stanley, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2021.