Upstart Holdings
UPST
305 hedge funds and large institutions have $657M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 99 reducing their positions, and 83 closing their positions.
4% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 99
4.86% less ownership
Funds ownership: 43.75% → 38.9% (-4.9%)
12% less funds holding
Funds holding: 346 → 305 (-41)
21% less call options, than puts
Call options by funds: $331M | Put options by funds: $420M
44% less capital invested
Capital invested by funds: $1.16B → $657M (-$507M)
46% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 83
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$26.9M |
| 2 |
SG Americas Securities
New York
|
+$16.1M |
| 3 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
+$7.67M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
+$7.61M |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
+$4.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$126M |
| 2 |
Coatue Management
New York
|
-$18.8M |
| 3 |
Amundi
Paris,
France
|
-$12.2M |
| 4 |
SCM
Steadfast Capital Management
New York
|
-$12M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$8.39M |
UPST Hedge Fund Activity: Q3 2022 in Review
305 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q3 2022, worth a combined $657M — down 44% from $1.16B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of UPST and 45 opened new positions — a net loss of 38 holders — while 99 trimmed existing stakes and 95 added.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $26.9M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $126M sold.
- 305 institutional investors held Upstart Holdings (UPST) as of Q3 2022, down from 346 in Q2 2022.
- Funds reported $657M of Upstart Holdings stock for Q3 2022, down 44% quarter-over-quarter.
- 45 funds opened new Upstart Holdings positions in Q3 2022 and 83 closed out, a net change of -38 holders.
- The largest Upstart Holdings buyer in Q3 2022 was Viking Global Investors, an estimated $26.9M added.
- The largest Upstart Holdings seller in Q3 2022 was Vulcan Value Partners, an estimated $126M sold.
Based on aggregated 13F filings for Q3 2022.