We are live on ! Find out more
UPST icon

Upstart Holdings

391 hedge funds and large institutions have $3.59B invested in Upstart Holdings in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 116 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $1.98B → $3.59B (+$1.61B)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

12% more funds holding

Funds holding: 349391 (+42)

8.19% more ownership

Funds ownership: 55.7%63.89% (+8.2%)

6% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 109

19% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.37B

Holders
391
Holders Change
+42
Holders Change %
+12.03%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
105
Increased
116
Reduced
109
Closed
58
Calls
$1.1B
Puts
$1.37B
Net Calls
-$266M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$480M +$23M +369,640 +5%
BlackRock
2
BlackRock
New York
$389M +$32.7M +524,896 +9%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$202M +$60.7M +973,502 +42%
Morgan Stanley
4
Morgan Stanley
New York
$162M +$75.1M +1,204,660 +84%
Goldman Sachs
5
Goldman Sachs
New York
$149M +$44.1M +706,722 +41%
State Street
6
State Street
Massachusetts
$125M -$14.6M -233,867 -10%
Two Sigma Investments
7
Two Sigma Investments
New York
$118M +$20M +321,366 +20%
FAM
8
Fred Alger Management
New York
$118M +$41.7M +668,282 +54%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$114M +$1.85M +29,664 +2%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$105M +$69.8M +1,120,300 +190%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$96.9M +$98.1M +1,573,211 New
Renaissance Technologies
12
Renaissance Technologies
New York
$85M +$19.2M +308,200 +29%
Mirae Asset Global ETFs Holdings
13
Mirae Asset Global ETFs Holdings
Hong Kong
$71M -$471K -7,563 -0.7%
Marshall Wace
14
Marshall Wace
United Kingdom
$65.4M +$49.6M +796,252 +300%
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$63.2M -$19.7M -315,850 -24%
SPPAM
16
Summit Partners Public Asset Management
Massachusetts
$60.5M +$32.6M +523,000 +114%
Bank of America
17
Bank of America
North Carolina
$59.2M +$1.26M +20,236 +2%
Northern Trust
18
Northern Trust
Illinois
$48.2M +$6.8M +109,164 +16%
JP Morgan Chase
19
JP Morgan Chase
New York
$44.5M +$10.2M +164,107 +29%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$43.7M +$44.2M +709,705 New
Invesco
21
Invesco
Georgia
$43.7M +$39.8M +637,706 +886%
DCM
22
Driehaus Capital Management
Illinois
$43.6M +$15.6M +250,223 +55%
Charles Schwab
23
Charles Schwab
California
$40.5M +$888K +14,242 +2%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$37.3M +$18.3M +293,745 +94%
TI
25
Trexquant Investment
Connecticut
$36.7M +$11.2M +180,204 +43%

UPST Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2024, worth a combined $3.59B — up 81% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UPST positions and 58 closed out — a net gain of 47 holders — while 116 added to existing stakes and 109 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $98.1M. The largest seller was Susquehanna International Group, cutting an estimated $86M.

  • 391 institutional investors held Upstart Holdings (UPST) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $3.59B of Upstart Holdings stock for Q4 2024, up 81% quarter-over-quarter.
  • 105 funds opened new Upstart Holdings positions in Q4 2024 and 58 closed out, a net change of +47 holders.
  • The largest Upstart Holdings buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $98.1M added.
  • The largest Upstart Holdings seller in Q4 2024 was Susquehanna International Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2024.