Upstart Holdings
UPST
275 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 44 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 72
0.68% more ownership
Funds ownership: 43.66% → 44.35% (+0.68%)
0% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 44
1% less funds holding
Funds holding: 279 → 275 (-4)
8% less capital invested
Capital invested by funds: $1B → $919M (-$84.1M)
10% less call options, than puts
Call options by funds: $273M | Put options by funds: $303M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
| 2 |
Goldman Sachs
New York
|
+$13.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$9.54M |
| 4 |
Two Sigma Investments
New York
|
+$8.87M |
| 5 |
BlackRock
New York
|
+$7.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$27.5M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$19.1M |
| 3 |
Morgan Stanley
New York
|
-$18.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$18M |
| 5 |
Barclays
London,
United Kingdom
|
-$10.1M |
UPST Hedge Fund Activity: Q2 2024 in Review
275 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2024, worth a combined $919M — down 8.4% from $1B a quarter earlier.
Fund positioning in UPST was balanced in Q2 2024: 44 funds opened new positions, 44 closed out, 93 added to existing stakes and 72 trimmed.
The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $27.5M.
- 275 institutional investors held Upstart Holdings (UPST) as of Q2 2024, down from 279 in Q1 2024.
- Funds reported $919M of Upstart Holdings stock for Q2 2024, down 8.4% quarter-over-quarter.
- 44 funds opened new Upstart Holdings positions in Q2 2024 and 44 closed out, a net change of 0 holders.
- The largest Upstart Holdings buyer in Q2 2024 was Bank of America, an estimated $15.4M added.
- The largest Upstart Holdings seller in Q2 2024 was D.E. Shaw & Co, an estimated $27.5M sold.
Based on aggregated 13F filings for Q2 2024.