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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$242M 6,768,367 +352,984 +6%
BlackRock
2
BlackRock
New York
$192M 5,374,762 +2,146,346 +66%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$92.3M 2,577,569 +2,555,227 +11,437%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$77.6M 2,069,835 +1,847,138 +829%
State Street
5
State Street
Massachusetts
$61.8M 1,724,464 +556,568 +48%
Coatue Management
6
Coatue Management
New York
$59.6M 1,664,843
Geode Capital Management
7
Geode Capital Management
Massachusetts
$51.4M 1,436,577 +407,395 +40%
Goldman Sachs
8
Goldman Sachs
New York
$46.6M 1,301,021 +482,070 +59%
Morgan Stanley
9
Morgan Stanley
New York
$41.4M 1,156,264 -81,774 -7%
Voloridge Investment Management
10
Voloridge Investment Management
Florida
$36.9M 1,031,566 +1,031,566 New
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$36.5M 1,020,567 +227,427 +29%
Northern Trust
12
Northern Trust
Illinois
$25.4M 710,654 +416,513 +142%
Jane Street
13
Jane Street
New York
$19.6M 546,145 +210,462 +63%
Charles Schwab
14
Charles Schwab
California
$19.1M 534,369 +160,470 +43%
Norges Bank
15
Norges Bank
Norway
$15.6M 435,915 -184,564 -30%
PFO
16
Pathstone Family Office
New Jersey
$14.1M 392,666 +392,666 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$12M 335,058 -1,019,358 -75%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$11.8M 330,000
Citadel Advisors
19
Citadel Advisors
Florida
$9.74M 271,853 +148,134 +120%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.86M 247,327 +14,263 +6%
FAM
21
Fred Alger Management
New York
$8.2M 228,940 +80,428 +54%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$7.96M 222,283 -2,326 -1%
FCM
23
Freshford Capital Management
New York
$7.82M 218,468
Group One Trading
24
Group One Trading
Illinois
$7.62M 212,917 +212,917 New
LIP
25
Liontrust Investment Partners
United Kingdom
$7.52M 210,000 +210,000 New