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Upstart Holdings
UPST

Overview Fund Activity

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$26.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$33.2M
3
State Street
3
State Street
Massachusetts
$53.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.55M
5
BlackRock
5
BlackRock
New York
$134M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$21M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$362K
4
Morgan Stanley
4
Morgan Stanley
New York
$34.9M
5
Barclays
5
Barclays
United Kingdom
$3.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
201
City State Bank
Iowa
$4.72K – – –
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$4.72K – – –
Allspring Global Investments
203
Allspring Global Investments
North Carolina
$4.72K +$4.72K +200 New
ATPW
204
Ashton Thomas Private Wealth
Arizona
$4.6K +$4.6K +195 New
MG
205
Mather Group
Illinois
$4.44K +$4.44K +165 New
CTA
206
Colonial Trust Advisors
South Carolina
$4.2K – – –
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$4.2K +$991 +42 +31%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$3.58K +$1.25K +54 +54%
ATC
209
Adirondack Trust Company
New York
$3.54K – – –
FLPIM
210
F.L. Putnam Investment Management
Massachusetts
$2.95K +$2.95K +125 New
VCM
211
Versant Capital Management
Arizona
$2.93K -$7.17K -304 -71%
CA
212
CoreCap Advisors
Michigan
$2.88K +$2.36K +100 +455%
AIM
213
Arcadia Investment Management
Michigan
$2.71K -$151K -6,400 -98%
A
214
AlphaQuest
New York
$2.67K -$10.7K -455 -80%
FFA
215
Frazier Financial Advisors
Ohio
$2.36K – – –
HWA
216
Heritage Wealth Advisors
Virginia
$2.36K – – –
MSG
217
Main Street Group
Virginia
$2.29K – – –
IGWM
218
ICA Group Wealth Management
Colorado
$2.12K -$34.1K -1,446 -94%
KFS
219
Kelly Financial Services
Massachusetts
$2.12K – – –
BLC
220
Brown, Lisle/Cummings
Rhode Island
$2.12K +$2.12K +90 New
GRP
221
Global Retirement Partners
California
$1.93K – – –
GCS
222
Gordian Capital (Singapore)
Singapore
$1.91K – – –
PIS
223
POM Investment Strategies
North Carolina
$1.72K – – –
PPA
224
Painted Porch Advisors
California
$1.6K +$1.6K +68 New
AAP
225
Arax Advisory Partners
Colorado
$1.49K +$1.49K +63 New
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