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Upstart Holdings

338 hedge funds and large institutions have $1.45B invested in Upstart Holdings in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

14% less funds holding

Funds holding: 392338 (-54)

47% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 97

49% less capital invested

Capital invested by funds: $2.83B → $1.45B (-$1.37B)

Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$330M
Puts
$254M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
176
Phoenix Financial
Israel
$316K
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$305K
Walleye Capital
178
Walleye Capital
New York
$303K
PSC
179
Portman Square Capital
United Kingdom
$303K
CA
180
Capital Advantage
California
$298K
AAM
181
Advisors Asset Management
Colorado
$295K
WIA
182
World Investment Advisors
California
$287K
IFG
183
Independent Financial Group
California
$282K
US Bancorp
184
US Bancorp
Minnesota
$265K
IA
185
Inspire Advisors
Idaho
$253K
Victory Capital Management
186
Victory Capital Management
Texas
$251K
NC
187
nVerses Capital
Florida
$241K
GGS
188
Galvin Gaustad & Stein
Arizona
$236K
OAM
189
Oppenheimer Asset Management
New York
$234K
PCIA
190
Prime Capital Investment Advisors
Kansas
$230K
AAM
191
AMI Asset Management
California
$225K
TRCT
192
Tower Research Capital (TRC)
New York
$224K
State of Wisconsin Investment Board
193
State of Wisconsin Investment Board
Wisconsin
$220K
BPA
194
Beacon Pointe Advisors
California
$215K
ACM
195
Aquatic Capital Management
Illinois
$214K
NSUP
196
NLB Skladi upravljanje premozenja
$211K
NFSG
197
Newbridge Financial Services Group
Florida
$207K
X
198
Xponance
Pennsylvania
$207K
SFWC
199
Strategic Family Wealth Counselors
New Jersey
$206K
Los Angeles Capital Management
200
Los Angeles Capital Management
California
$204K