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Upstart Holdings
UPST

Overview Fund Activity

415 hedge funds and large institutions have $3.98B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+34
Holders Change %
+8.92%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
137
Reduced
122
Closed
49
Calls
$757M
Puts
$634M
Net Calls
+$122M
Net Calls Change
+$109M

Top Buyers

1
JCAM
1
Jericho Capital Asset Management
New York
$236M
2
CAM
2
Contour Asset Management
New York
$89.7M
3
MGCM
3
Mane Global Capital Management
New York
$43.6M
4
Squarepoint
4
Squarepoint
New York
$65.4M
5
RCM
5
Rokos Capital Management
United Kingdom
$31M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.84M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$23.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$45.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
201
Prime Capital Investment Advisors
Kansas
$620K -$123K -1,902 -17%
PFS
202
Prospera Financial Services
Texas
$608K +$608K +9,403 New
AWS
203
Atria Wealth Solutions
New York
$604K +$65.2K +964 +12%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$603K -$342K -5,295 -36%
Optiver Holding
205
Optiver Holding
Netherlands
$599K +$599K +9,266 New
DM
206
Diker Management
New York
$582K +$582K +9,000 New
QCM
207
QRG Capital Management
Illinois
$567K +$170K +2,630 +43%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$558K +$130K +2,047 +30%
AIP
209
Ameritas Investment Partners
Nebraska
$556K +$38.8K +600 +8%
ECM
210
EMC Capital Management
Texas
$556K +$226K +3,500 +69%
SO
211
STRS Ohio
Ohio
$543K +$207K +3,200 +62%
PWP
212
Pursue Wealth Partners
California
$542K +$542K +8,384 New
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$534K -$405K -5,482 -43%
CS
214
Candriam SCA
Luxembourg
$527K +$527K +8,154 New
State of Wisconsin Investment Board
215
State of Wisconsin Investment Board
Wisconsin
$527K -$349K -5,403 -40%
Neuberger Berman Group
216
Neuberger Berman Group
New York
$524K +$60K +928 +13%
Russell Investments Group
217
Russell Investments Group
United Kingdom
$520K +$260K +4,021 +100%
OIA
218
OneDigital Investment Advisors
Kansas
$520K +$520K +8,033 New
SFWC
219
Strategic Family Wealth Counselors
New Jersey
$517K – – –
AWA
220
Arete Wealth Advisors
Illinois
$516K +$516K +7,984 New
IWC
221
Integrated Wealth Concepts
Massachusetts
$503K +$204K +3,149 +68%
IA
222
Inspire Advisors
Idaho
$497K +$4.33K +67 +0.9%
IP
223
Intellectus Partners
California
$483K +$39.6K +612 +9%
PIA
224
Prakash Investment Advisors
Massachusetts
$478K -$2.3K -50 -0.5%
VPIM
225
Vanguard Personalized Indexing Management
California
$465K +$81.3K +1,257 +21%
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