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Upstart Holdings
UPST

Overview Fund Activity

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$39.2M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$20.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$12.3M
4
FAM
4
Fred Alger Management
New York
$13.6M
5
ACL
5
Azora Capital LP
Florida
$5.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.7M
2
Jane Street
2
Jane Street
New York
$14.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$54.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
Bank of America
5
Bank of America
North Carolina
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$192M 7,128,975 +115,057 +2%
BlackRock
2
BlackRock
New York
$144M 5,344,966 -187,417 -3%
Morgan Stanley
3
Morgan Stanley
New York
$60.7M 2,256,367 -2,008,755 -47%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54.5M 2,027,470 -1,296,971 -39%
State Street
5
State Street
Massachusetts
$50.2M 1,868,180 +32,711 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$44.8M 1,667,029 +63,565 +4%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$39.2M 1,459,041 +1,423,856 +4,047%
Voloridge Investment Management
8
Voloridge Investment Management
Florida
$27.4M 1,018,527 +4,162 +0.4%
Coatue Management
9
Coatue Management
New York
$23.4M 870,947 +186,155 +27%
Goldman Sachs
10
Goldman Sachs
New York
$22.5M 836,186 -372,631 -31%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$20.1M 746,645 +746,645 New
Northern Trust
12
Northern Trust
Illinois
$17.9M 664,077 -47,754 -7%
Charles Schwab
13
Charles Schwab
California
$15.7M 582,602 +9,426 +2%
Barclays
14
Barclays
United Kingdom
$15.3M 570,049 +148,474 +35%
Jane Street
15
Jane Street
New York
$14.9M 553,195 -1,358,576 -71%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$14M 521,459 -870,739 -63%
FAM
17
Fred Alger Management
New York
$13.6M 507,526 +232,211 +84%
Citadel Advisors
18
Citadel Advisors
Florida
$13.4M 497,512 -10,152 -2%
Bank of America
19
Bank of America
North Carolina
$12.7M 473,224 -879,117 -65%
First Trust Advisors
20
First Trust Advisors
Illinois
$12.3M 458,697 +144,526 +46%
Marshall Wace
21
Marshall Wace
United Kingdom
$12.3M 457,103 +319,903 +233%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$10.9M 805,240 -213,114 -21%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$10.6M 395,765 +220 +0.1%
Norges Bank
24
Norges Bank
Norway
$7.82M 290,696 -174,722 -38%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.35M 236,224 -23,662 -9%
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