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Upstart Holdings

391 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 116 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $1.98B → $3.59B (+$1.61B)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

12% more funds holding

Funds holding: 349391 (+42)

8.19% more ownership

Funds ownership: 55.7%63.89% (+8.2%)

6% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 109

19% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.37B

Holders
391
Holders Change
+42
Holders Change %
+12.03%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
105
Increased
116
Reduced
109
Closed
58
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
176
Victory Capital Management
Texas
$602K +$623 +10 +0.1%
PCIA
177
Prime Capital Investment Advisors
Kansas
$589K +$11.8K +189 +2%
KAS
178
Kestra Advisory Services
Texas
$566K +$120K +1,924 +26%
Jennison Associates
179
Jennison Associates
New York
$560K +$567K +9,099 New
NFSG
180
Newbridge Financial Services Group
Florida
$533K +$8.91K +143 +2%
OAM
181
Oxford Asset Management
United Kingdom
$518K +$524K +8,412 New
SO
182
STRS Ohio
Ohio
$511K +$430K +6,900 +493%
AIP
183
Ameritas Investment Partners
Nebraska
$506K +$39.5K +633 +8%
NICM
184
Neo Ivy Capital Management
New York
$493K +$500K +8,019 New
MG
185
Marex Group
$492K -$172K -2,752 -26%
SFWC
186
Strategic Family Wealth Counselors
New Jersey
$492K
American Century Companies
187
American Century Companies
Missouri
$489K +$496K +7,950 New
VF
188
Virtu Financial
New York
$486K +$492K +7,895 New
Federated Hermes
189
Federated Hermes
Pennsylvania
$463K +$469K +7,526 New
Neuberger Berman Group
190
Neuberger Berman Group
New York
$455K -$25.7K -413 -5%
CWM
191
CIBC World Markets
New York
$452K +$458K +7,348 New
IC
192
IEQ Capital
California
$444K +$44.1K +707 +11%
IA
193
Inspire Advisors
Idaho
$443K -$16.4K -263 -4%
IP
194
Intellectus Partners
California
$434K -$40.5K -650 -8%
PWM
195
Prosperity Wealth Management
California
$429K -$12.8K -205 -3%
SPA
196
Sherbrooke Park Advisers
New York
$413K +$418K +6,701 New
Principal Financial Group
197
Principal Financial Group
Iowa
$412K -$29.4K -472 -7%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$386K -$29.4K -472 -7%
QCM
199
QRG Capital Management
Illinois
$375K -$13.8K -221 -4%
MLIC
200
Mandatum Life Insurance Company
Finland
$372K +$377K +6,050 New

UPST Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2024, worth a combined $3.59B — up 81% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UPST positions and 58 closed out — a net gain of 47 holders — while 116 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $98.1M. The largest seller was Susquehanna International Group, cutting an estimated $86M.

  • 391 institutional investors held Upstart Holdings (UPST) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $3.59B of Upstart Holdings stock for Q4 2024, up 81% quarter-over-quarter.
  • 105 funds opened new Upstart Holdings positions in Q4 2024 and 58 closed out, a net change of +47 holders.
  • The largest Upstart Holdings buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $98.1M added.
  • The largest Upstart Holdings seller in Q4 2024 was Susquehanna International Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2024.