UPST icon

Upstart Holdings
UPST

Overview Fund Activity

130 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.

Holders
130
Holders Change
+69
Holders Change %
+113.11%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
87
Increased
17
Reduced
14
Closed
18
Calls
$159M
Puts
$160M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
BC
1
BIT Capital
Germany
$149M
2
Ameriprise
2
Ameriprise
Minnesota
$100M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.3M
4
BlackRock
4
BlackRock
New York
$76.4M
5
FAM
5
Fred Alger Management
New York
$206M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$25.8M
2
VVP
2
Vulcan Value Partners
Alabama
$127M
3
Capital International Investors
3
Capital International Investors
California
$45.4M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$47M
Name Market Value Shares Shares
Change 		Shares
Change %
TP
1
Third Point
New York
$1.69B 13,381,222 – –
SRAM
2
Stone Ridge Asset Management
New York
$475M 3,685,913 – –
FRCMI
3
First Round Capital Management III
Pennsylvania
$376M 2,915,614 – –
VS
4
VK Services
California
$326M 5,248,588 – –
Morgan Stanley
5
Morgan Stanley
New York
$326M 2,530,724 +20,289 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$235M 2,222,149 – –
FAM
7
Fred Alger Management
New York
$206M 1,601,365 +279,256 +21%
BC
8
BIT Capital
Germany
$149M 1,152,629 +607,177 +111%
VVP
9
Vulcan Value Partners
Alabama
$127M 983,088 -608,718 -38%
Vanguard Group
10
Vanguard Group
Pennsylvania
$123M 955,877 +148,096 +18%
AI
11
Alphabet Inc
California
$107M 832,423 – –
Ameriprise
12
Ameriprise
Minnesota
$100M 776,153 +391,627 +102%
KXA
13
KPCB XV Associates
California
$98.3M 847,788 – –
SFM
14
Soros Fund Management
New York
$77.3M 600,208 – –
BlackRock
15
BlackRock
New York
$76.4M 592,594 +335,850 +131%
NMC
16
NEA Management Company
Maryland
$73.9M 573,184 – –
FFIM
17
Founders Fund IV Management
California
$66.2M 513,425 – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$48.3M 374,534 +374,534 New
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$47M 365,000 -235,000 -39%
Capital International Investors
20
Capital International Investors
California
$45.4M 352,465 -497,535 -59%
AAMU
21
Amundi Asset Management US
Massachusetts
$34.4M 266,903 +266,903 New
EC
22
EMJ Capital
Ontario, Canada
$25.9M 200,698 +698 +0.3%
Capital World Investors
23
Capital World Investors
California
$25.8M 200,000 -1,000,000 -83%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$25.6M 198,817 +148,032 +291%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$25.4M 197,217 -262,931 -57%
1
2 3 4 5