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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
201
Altshuler Shaham
Israel
$490K -$236K -3,350 -26%
Victory Capital Management
202
Victory Capital Management
Texas
$488K -$16.3K -231 -2%
CG
203
Caprock Group
Idaho
$479K +$459K +6,531 New
LSA
204
Leonteq Securities AG
Switzerland
$475K +$455K +6,469 +224%
IFG
205
Independent Financial Group
California
$463K +$390K +5,540 +155%
PSC
206
Portman Square Capital
United Kingdom
$462K +$344K +4,887 +116%
AAM
207
AMI Asset Management
California
$462K +$640K +9,096 New
GAM
208
Groupama Asset Management
France
$461K
DM
209
Diker Management
New York
$457K
CBU
210
CIBC Bancorp USA
Illinois
$456K +$632K +8,979 New
PFS
211
Prospera Financial Services
Texas
$455K -$31.6K -449 -5%
American Century Companies
212
American Century Companies
Missouri
$452K +$128K +1,817 +26%
NYLIM
213
New York Life Investment Management
New York
$431K +$597K +8,487 New
State of Wisconsin Investment Board
214
State of Wisconsin Investment Board
Wisconsin
$416K +$3.73K +53 +0.7%
PIA
215
Prakash Investment Advisors
Massachusetts
$416K -$154K -2,190 -21%
Jennison Associates
216
Jennison Associates
New York
$413K -$229K -3,253 -29%
SFWC
217
Strategic Family Wealth Counselors
New Jersey
$406K
VI
218
Versor Investments
New York
$406K -$527K -7,493 -48%
AFM
219
Anson Funds Management
Texas
$398K +$551K +7,829 New
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$396K +$387K +5,507 +240%
PI
221
PFG Investments
New York
$396K +$549K +7,800 New
PF
222
Phoenix Financial
Israel
$394K +$545K +7,752 New
PWP
223
Pursue Wealth Partners
California
$393K -$46.2K -657 -8%
GCM
224
Graham Capital Management
Connecticut
$390K +$540K +7,677 New
SO
225
STRS Ohio
Ohio
$386K -$56.3K -800 -10%