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Upstart Holdings
UPST

131 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 18

192% more capital invested

Capital invested by funds: $1.75B → $5.12B (+$3.37B)

115% more funds holding

Funds holding: 61 → 131 (+70)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

1% less call options, than puts

Call options by funds: $159M | Put options by funds: $160M

2.23% less ownership

Funds ownership: 60.91% → 58.68% (-2.2%)

Holders
131
Holders Change
+70
Holders Change %
+114.75%
% of All Funds
2.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
88
Increased
17
Reduced
14
Closed
18
Calls
$159M
Puts
$160M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
BC
BIT Capital
Germany
+$46.6M
2
Ameriprise
Ameriprise
Minnesota
+$30M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.7M
4
BlackRock
BlackRock
New York
+$25.8M
5
FAM
Fred Alger Management
New York
+$21.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$76.7M
2
VVP
Vulcan Value Partners
Alabama
-$46.7M
3
Capital International Investors
Capital International Investors
California
-$38.2M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$20.2M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1
Third Point
New York
$1.69B – – –
SRAM
2
Stone Ridge Asset Management
New York
$475M – – –
FRCMI
3
First Round Capital Management III
Pennsylvania
$376M – – –
VS
4
VK Services
California
$326M – – –
Morgan Stanley
5
Morgan Stanley
New York
$326M +$1.56M +20,289 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$235M – – –
FAM
7
Fred Alger Management
New York
$206M +$21.4M +279,256 +21%
BC
8
BIT Capital
Germany
$149M +$46.6M +607,177 +111%
VVP
9
Vulcan Value Partners
Alabama
$127M -$46.7M -608,718 -38%
Vanguard Group
10
Vanguard Group
Pennsylvania
$123M +$11.4M +148,096 +18%
AI
11
Alphabet Inc
California
$107M – – –
Ameriprise
12
Ameriprise
Minnesota
$100M +$30M +391,627 +102%
KXA
13
KPCB XV Associates
California
$98.3M – – –
SFM
14
Soros Fund Management
New York
$77.3M – – –
BlackRock
15
BlackRock
New York
$76.4M +$25.8M +335,850 +131%
NMC
16
NEA Management Company
Maryland
$73.9M – – –
FFIM
17
Founders Fund IV Management
California
$66.2M – – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$48.3M +$28.7M +374,534 New
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$47M -$18M -235,000 -39%
Capital International Investors
20
Capital International Investors
California
$45.4M -$38.2M -497,535 -59%
AAMU
21
Amundi Asset Management US
Massachusetts
$34.4M +$20.5M +266,903 New
EC
22
EMJ Capital
Ontario, Canada
$25.9M +$53.5K +698 +0.3%
Capital World Investors
23
Capital World Investors
California
$25.8M -$76.7M -1,000,000 -83%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$25.6M +$11.4M +148,032 +291%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$25.4M -$20.2M -262,931 -57%
1
2 3 4 5

UPST Hedge Fund Activity: Q1 2021 in Review

131 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q1 2021, worth a combined $5.12B — up 192% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new UPST positions and 18 closed out — a net gain of 70 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was BIT Capital, adding an estimated $46.6M. The largest seller was Capital World Investors, cutting an estimated $76.7M.

  • 131 institutional investors held Upstart Holdings (UPST) as of Q1 2021, up from 61 in Q4 2020.
  • Funds reported $5.12B of Upstart Holdings stock for Q1 2021, up 192% quarter-over-quarter.
  • 88 funds opened new Upstart Holdings positions in Q1 2021 and 18 closed out, a net change of +70 holders.
  • The largest Upstart Holdings buyer in Q1 2021 was BIT Capital, an estimated $46.6M added.
  • The largest Upstart Holdings seller in Q1 2021 was Capital World Investors, an estimated $76.7M sold.

Based on aggregated 13F filings for Q1 2021.