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Upstart Holdings

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$172M 7,299,317 +170,342 +2%
BlackRock
2
BlackRock
New York
$134M 5,664,303 +319,337 +6%
State Street
3
State Street
Massachusetts
$53.4M 2,263,422 +395,242 +21%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$42.2M 1,787,292 +120,263 +7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$36M 1,526,681 +67,640 +5%
Morgan Stanley
6
Morgan Stanley
New York
$34.9M 1,479,858 -776,509 -34%
Goldman Sachs
7
Goldman Sachs
New York
$33.2M 1,407,925 +571,739 +68%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$29.5M 1,249,284 +1,249,284 New
Bank of America
9
Bank of America
North Carolina
$26.2M 1,110,614 +637,390 +135%
Voloridge Investment Management
10
Voloridge Investment Management
Florida
$25.4M 1,075,378 +56,851 +6%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$21M 889,527 -1,137,943 -56%
Coatue Management
12
Coatue Management
New York
$20.5M 870,947
Northern Trust
13
Northern Trust
Illinois
$15.3M 648,909 -15,168 -2%
Charles Schwab
14
Charles Schwab
California
$14.4M 610,824 +28,222 +5%
Jane Street
15
Jane Street
New York
$11.8M 501,240 -51,955 -9%
Citadel Advisors
16
Citadel Advisors
Florida
$11.7M 497,207 -305 -0.1%
FAM
17
Fred Alger Management
New York
$11.6M 492,423 -15,103 -3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$10.6M 447,726 -73,733 -14%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.5M 443,101 +266,985 +152%
Two Sigma Investments
20
Two Sigma Investments
New York
$9.55M 404,843 +367,543 +985%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$9.32M 395,289 -476 -0.1%
UBS Group
22
UBS Group
Switzerland
$9.17M 388,585 +269,140 +225%
ACL
23
Azora Capital LP
Florida
$8.76M 371,308 +161,067 +77%
First Trust Advisors
24
First Trust Advisors
Illinois
$8.75M 371,102 -87,595 -19%
Marshall Wace
25
Marshall Wace
United Kingdom
$8.46M 358,459 -98,644 -22%