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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
EWA
201
EP Wealth Advisors
California
$202K
HIP
202
HUB Investment Partners
Texas
$201K
AIP
203
Ameritas Investment Partners
Nebraska
$180K
SOW
204
State of Wyoming
Wyoming
$177K
Royal Bank of Canada
205
Royal Bank of Canada
Ontario, Canada
$167K
Mitsubishi UFJ Asset Management
206
Mitsubishi UFJ Asset Management
Japan
$162K
CIAM
207
Caitong International Asset Management
Hong Kong
$162K
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$142K
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$132K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$127K
ASN
211
Advisory Services Network
Georgia
$119K
HI
212
Harbour Investments
Wisconsin
$111K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$99.7K
FFA
214
Farther Finance Advisors
California
$90.6K
KBC Group
215
KBC Group
Belgium
$90K
Acadian Asset Management
216
Acadian Asset Management
Massachusetts
$87K
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.8K
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$74K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$69.4K
OCM
220
Orion Capital Management
California
$69.3K
TPWA
221
Twin Peaks Wealth Advisors
California
$66.8K
WIM
222
Westside Investment Management
California
$64K
KAS
223
Kemnay Advisory Services
New York
$60.5K
VCM
224
Versant Capital Management
Arizona
$58.8K
GI
225
GAMMA Investing
California
$55.7K