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Upstart Holdings
UPST

334 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 38

66% more capital invested

Capital invested by funds: $1.08B → $1.79B (+$712M)

15% more funds holding

Funds holding: 291 → 334 (+43)

6.54% more ownership

Funds ownership: 44.88% → 51.43% (+6.5%)

6% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 87

9% less call options, than puts

Call options by funds: $788M | Put options by funds: $867M

Holders
334
Holders Change
+43
Holders Change %
+14.78%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
83
Increased
92
Reduced
87
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$71.6M
2
Jane Street
Jane Street
New York
+$51.3M
3
Bank of America
Bank of America
North Carolina
+$30.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.2M
5
BlackRock
BlackRock
New York
+$15.5M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$29.8M
2
Optiver Holding
Optiver Holding
Netherlands
-$12.3M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$7.14M
4
FAM
Fred Alger Management
New York
-$7.09M
5
Goldman Sachs
Goldman Sachs
New York
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$236K +$176K +5,766 New
N
177
Natixis
France
$234K -$48.5K -1,592 -22%
OCM
178
Orion Capital Management
California
$233K +$26.8K +880 +18%
Prudential Financial
179
Prudential Financial
New Jersey
$233K +$173K +5,695 New
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$226K – – –
GAM
181
Gotham Asset Management
New York
$226K +$168K +5,525 New
WS
182
Wedbush Securities
California
$221K +$165K +5,404 New
QCM
183
QRG Capital Management
Illinois
$219K +$163K +5,355 New
NL
184
NWAM LLC
Washington
$218K +$163K +5,340 New
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$217K +$162K +5,310 New
HT
186
Headlands Technologies
Illinois
$212K +$158K +5,179 New
AF
187
Advisornet Financial
Minnesota
$211K +$30.4K +1,000 +24%
MLIC
188
Mandatum Life Insurance Company
Finland
$208K +$155K +5,100 New
HighTower Advisors
189
HighTower Advisors
Illinois
$206K +$155K +5,095 New
OAM
190
Oppenheimer Asset Management
New York
$203K -$84.9K -2,789 -36%
NFSG
191
Newbridge Financial Services Group
Florida
$194K -$3.32K -109 -2%
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K +$19.5K +640 +16%
TWM
193
Tradition Wealth Management
Minnesota
$192K -$30 -1 -0%
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$191K +$3.87K +127 +3%
Mitsubishi UFJ Asset Management
195
Mitsubishi UFJ Asset Management
Japan
$191K -$33.6K -1,103 -17%
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$170K – – –
WIM
197
Westside Investment Management
California
$165K -$53.7K -1,765 -30%
AP
198
AtonRa Partners
Switzerland
$162K -$37.5K -1,232 -24%
US Bancorp
199
US Bancorp
Minnesota
$158K -$20.5K -672 -15%
ECM
200
EMC Capital Management
Texas
$151K – – –
6 7
8
9 10

UPST Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2023, worth a combined $1.79B — up 66% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new UPST positions and 38 closed out — a net gain of 45 holders — while 92 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $71.6M. The largest seller was Coatue Management, cutting an estimated $29.8M.

  • 334 institutional investors held Upstart Holdings (UPST) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $1.79B of Upstart Holdings stock for Q4 2023, up 66% quarter-over-quarter.
  • 83 funds opened new Upstart Holdings positions in Q4 2023 and 38 closed out, a net change of +45 holders.
  • The largest Upstart Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $71.6M added.
  • The largest Upstart Holdings seller in Q4 2023 was Coatue Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2023.