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Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$14.8M
3
ACL
3
Azora Capital LP
Florida
$6.22M
4
FCM
4
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$0
2
Coatue Management
2
Coatue Management
New York
$34.6M
3
SCM
3
Steadfast Capital Management
New York
$0
4
Amundi
4
Amundi
France
$47K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$125M 6,011,997 -46,617 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$90.1M 4,333,038 +102,029 +2%
BlackRock
3
BlackRock
New York
$59.7M 2,872,319 -201,528 -7%
Coatue Management
4
Coatue Management
New York
$34.6M 1,664,843 -697,447 -30%
Bank of America
5
Bank of America
North Carolina
$24.5M 1,178,569 -230,376 -16%
State Street
6
State Street
Massachusetts
$24.4M 1,174,322 -144,810 -11%
Viking Global Investors
7
Viking Global Investors
Connecticut
$20.8M 999,647 +999,647 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19.6M 940,792 +152,993 +19%
Norges Bank
9
Norges Bank
Norway
$18.1M 872,204 +62,182 +8%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$15.5M 743,937 -252,587 -25%
SG Americas Securities
11
SG Americas Securities
New York
$14.8M 712,921 +598,684 +524%
Goldman Sachs
12
Goldman Sachs
New York
$8.36M 401,951 -157,981 -28%
Charles Schwab
13
Charles Schwab
California
$7.55M 363,166 +73,942 +26%
Robeco Institutional Asset Management
14
Robeco Institutional Asset Management
Netherlands
$6.86M 330,000 -863 -0.3%
ACL
15
Azora Capital LP
Florida
$6.22M 282,899 +282,899 New
FAM
16
Fred Alger Management
New York
$6.11M 293,654 -17,822 -6%
FCM
17
Freshford Capital Management
New York
$5.93M 285,000 +285,000 New
Northern Trust
18
Northern Trust
Illinois
$5.88M 283,008 -136,936 -33%
Nomura Holdings
19
Nomura Holdings
Japan
$5.35M 257,019 +77,607 +43%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.01M 240,765 +798 +0.3%
Barclays
21
Barclays
United Kingdom
$4.71M 226,379 -14,882 -6%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$4.61M 221,589 +34,441 +18%
CIC
23
Carnegie Investment Counsel
Ohio
$4.28M 205,965 +20,540 +11%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$4.26M 204,716 +172,258 +531%
Swiss National Bank
25
Swiss National Bank
Switzerland
$3.76M 180,900 +180,900 New
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