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Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$287M 7,013,918 +157,719 +2%
BlackRock
2
BlackRock
New York
$226M 5,532,383 +509,530 +10%
Morgan Stanley
3
Morgan Stanley
New York
$174M 4,265,122 +2,350,189 +123%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$136M 3,324,441 +507,366 +18%
Jane Street
5
Jane Street
New York
$78.1M 1,911,771 +1,683,385 +737%
State Street
6
State Street
Massachusetts
$75M 1,835,469 +86,726 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$65.5M 1,603,464 +101,638 +7%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$61.9M 1,392,198 +7,021 +0.5%
Bank of America
9
Bank of America
North Carolina
$55.3M 1,352,341 +1,013,030 +299%
Goldman Sachs
10
Goldman Sachs
New York
$49.4M 1,208,817 -220,425 -15%
Two Sigma Investments
11
Two Sigma Investments
New York
$43.3M 1,060,873 +760,573 +253%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$41.6M 1,018,354 +5,875 +0.6%
Voloridge Investment Management
13
Voloridge Investment Management
Florida
$41.4M 1,014,365 -234,498 -19%
Northern Trust
14
Northern Trust
Illinois
$29.1M 711,831 -6,914 -1%
Coatue Management
15
Coatue Management
New York
$28M 684,792 -980,051 -59%
Charles Schwab
16
Charles Schwab
California
$23.4M 573,176 +17,463 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$20.7M 507,664 -153,453 -23%
Norges Bank
18
Norges Bank
Norway
$19M 465,418 +41,514 +10%
Barclays
19
Barclays
United Kingdom
$17.2M 421,575 +275,416 +188%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$16.2M 395,545 +395,545 New
First Trust Advisors
21
First Trust Advisors
Illinois
$12.8M 314,171 +78,863 +34%
FAM
22
Fred Alger Management
New York
$11.2M 275,315 -232,735 -46%
Squarepoint
23
Squarepoint
New York
$10.7M 260,747 +230,199 +754%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.6M 259,886 +11,796 +5%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$9.42M 230,600 +230,600 New