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Upstart Holdings

343 hedge funds and large institutions have $1.97B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+73
Holders Change %
+27.04%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
102
Increased
83
Reduced
82
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
176
Principal Financial Group
Iowa
$286K -$130K -3,248 -31%
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$283K -$7K -175 -2%
KNFPWM
178
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$280K +$280K +7,007 New
PD
179
Point72 (DIFC)
United Arab Emirates
$273K +$273K +6,812 New
Fidelity Investments
180
Fidelity Investments
Massachusetts
$269K +$71.7K +1,792 +36%
RJA
181
Raymond James & Associates
Florida
$269K +$269K +6,727 New
AWS
182
Atria Wealth Solutions
New York
$265K +$265K +6,631 New
FLPIM
183
F.L. Putnam Investment Management
Massachusetts
$261K +$227K +825 +660%
IC
184
IEQ Capital
California
$260K +$260K +6,506 New
BA
185
Bristlecone Advisors
Washington
$258K +$258K +6,454 New
SFG
186
Synergy Financial Group
California
$258K +$258K +6,444 New
QCM
187
QRG Capital Management
Illinois
$252K +$252K +6,304 New
Prudential Financial
188
Prudential Financial
New Jersey
$245K +$245K +6,115 New
NRD
189
Nebula Research & Development
New York
$244K +$244K +6,098 New
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$239K +$239K +5,961 New
SFA
191
Sequoia Financial Advisors
Ohio
$235K +$235K +5,875 New
OCM
192
Orion Capital Management
California
$222K +$10.8K +270 +5%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$221K
Jones Financial Companies
194
Jones Financial Companies
Missouri
$218K +$52.6K +1,287 +32%
VPIM
195
Vanguard Personalized Indexing Management
California
$216K +$216K +5,395 New
TPWA
196
Twin Peaks Wealth Advisors
California
$213K +$213K +5,333 New
Walleye Trading
197
Walleye Trading
New York
$211K -$490K -12,256 -70%
CSWM
198
Cassady Schiller Wealth Management
Ohio
$208K +$40.4K +1,009 +24%
AF
199
Advisornet Financial
Minnesota
$207K
GAM
200
Gotham Asset Management
New York
$207K +$207K +5,163 New