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Upstart Holdings
UPST

61 hedge funds and large institutions have $1.75B invested in Upstart Holdings in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.91% more ownership

Funds ownership: 0% → 60.91% (+61%)

Holders
61
Holders Change
+61
Holders Change %
–
% of All Funds
1.08%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
% of All Funds
0.14%
New
61
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TP
Third Point
New York
+$549M
2
Morgan Stanley
Morgan Stanley
New York
+$103M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$91.2M
4
VVP
Vulcan Value Partners
Alabama
+$65.3M
5
FAM
Fred Alger Management
New York
+$54.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1
Third Point
New York
$520M +$549M +13,381,222 New
VS
2
VK Services
California
$214M +$215M +5,248,588 New
SRAM
3
Stone Ridge Asset Management
New York
$150M +$151M +3,685,913 New
FRCMI
4
First Round Capital Management III
Pennsylvania
$119M +$120M +2,915,614 New
Morgan Stanley
5
Morgan Stanley
New York
$102M +$103M +2,510,435 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$74.3M +$91.2M +2,222,149 New
VVP
7
Vulcan Value Partners
Alabama
$64.9M +$65.3M +1,591,806 New
FAM
8
Fred Alger Management
New York
$53.9M +$54.3M +1,322,109 New
Capital World Investors
9
Capital World Investors
California
$48.9M +$49.3M +1,200,000 New
Capital International Investors
10
Capital International Investors
California
$34.6M +$34.9M +850,000 New
AI
11
Alphabet Inc
California
$33.9M +$34.2M +832,423 New
Vanguard Group
12
Vanguard Group
Pennsylvania
$32.9M +$33.2M +807,781 New
KXA
13
KPCB XV Associates
California
$31.1M +$34.8M +847,788 New
SFM
14
Soros Fund Management
New York
$24.5M +$24.6M +600,208 New
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$24.4M +$24.6M +600,000 New
NMC
16
NEA Management Company
Maryland
$23.4M +$23.5M +573,184 New
BC
17
BIT Capital
Germany
$22.2M +$22.4M +545,452 New
FFIM
18
Founders Fund IV Management
California
$20.9M +$21.1M +513,425 New
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$18.8M +$18.9M +460,148 New
Ameriprise
20
Ameriprise
Minnesota
$15.2M +$15.8M +384,526 New
1WCM
21
12 West Capital Management
New York
$14.3M +$14.4M +350,000 New
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$13.8M +$13.9M +338,109 New
WHP
23
Washington Harbour Partners
Virginia
$11.2M +$11.3M +275,000 New
Neuberger Berman Group
24
Neuberger Berman Group
New York
$10.9M +$11M +267,017 New
BlackRock
25
BlackRock
New York
$10.5M +$10.5M +256,744 New
1
2 3

UPST Hedge Fund Activity: Q4 2020 in Review

61 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2020, worth a combined $1.75B.

Buyers outnumbered sellers: 61 funds opened new UPST positions and 0 closed out — a net gain of 61 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $549M.

  • 61 institutional investors held Upstart Holdings (UPST) as of Q4 2020, up from 0 in Q3 2020.
  • Funds reported $1.75B of Upstart Holdings stock for Q4 2020.
  • 61 funds opened new Upstart Holdings positions in Q4 2020 and 0 closed out, a net change of +61 holders.
  • The largest Upstart Holdings buyer in Q4 2020 was Third Point, an estimated $549M added.

Based on aggregated 13F filings for Q4 2020.