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Upstart Holdings

349 hedge funds and large institutions have $1.98B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 27

115% more capital invested

Capital invested by funds: $919M → $1.98B (+$1.06B)

27% more funds holding

Funds holding: 275349 (+74)

11.36% more ownership

Funds ownership: 44.35%55.7% (+11%)

1% more call options, than puts

Call options by funds: $591M | Put options by funds: $585M

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

Holders
349
Holders Change
+74
Holders Change %
+26.91%
% of All Funds
5.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
103
Increased
83
Reduced
86
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$291K +$242K +7,263 New
PWM
177
Prosperity Wealth Management
California
$287K +$238K +7,170 New
Principal Financial Group
178
Principal Financial Group
Iowa
$286K -$108K -3,248 -31%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$283K -$5.82K -175 -2%
KNFPWM
180
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$280K +$233K +7,007 New
PD
181
Point72 (DIFC)
United Arab Emirates
$273K +$227K +6,812 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$269K +$59.6K +1,792 +36%
RJA
183
Raymond James & Associates
Florida
$269K +$224K +6,727 New
AWS
184
Atria Wealth Solutions
New York
$265K +$221K +6,631 New
FLPIM
185
F.L. Putnam Investment Management
Massachusetts
$261K +$27.4K +825 +660%
IC
186
IEQ Capital
California
$260K +$216K +6,506 New
BA
187
Bristlecone Advisors
Washington
$258K +$215K +6,454 New
SFG
188
Synergy Financial Group
California
$258K +$214K +6,444 New
QCM
189
QRG Capital Management
Illinois
$252K +$210K +6,304 New
Prudential Financial
190
Prudential Financial
New Jersey
$245K +$203K +6,115 New
NRD
191
Nebula Research & Development
New York
$244K +$203K +6,098 New
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
$239K +$198K +5,961 New
SFA
193
Sequoia Financial Advisors
Ohio
$235K +$195K +5,875 New
OCM
194
Orion Capital Management
California
$222K +$8.98K +270 +5%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$221K
Jones Financial Companies
196
Jones Financial Companies
Missouri
$218K +$42.8K +1,287 +32%
VPIM
197
Vanguard Personalized Indexing Management
California
$216K +$179K +5,395 New
TPWA
198
Twin Peaks Wealth Advisors
California
$213K +$177K +5,333 New
Walleye Trading
199
Walleye Trading
New York
$211K -$408K -12,256 -70%
CSWM
200
Cassady Schiller Wealth Management
Ohio
$208K +$33.6K +1,009 +24%

UPST Hedge Fund Activity: Q3 2024 in Review

349 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q3 2024, worth a combined $1.98B — up 115% from $919M a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UPST positions and 27 closed out — a net gain of 76 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $47.4M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 349 institutional investors held Upstart Holdings (UPST) as of Q3 2024, up from 275 in Q2 2024.
  • Funds reported $1.98B of Upstart Holdings stock for Q3 2024, up 115% quarter-over-quarter.
  • 103 funds opened new Upstart Holdings positions in Q3 2024 and 27 closed out, a net change of +76 holders.
  • The largest Upstart Holdings buyer in Q3 2024 was D.E. Shaw & Co, an estimated $47.4M added.
  • The largest Upstart Holdings seller in Q3 2024 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2024.