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Upstart Holdings

421 hedge funds and large institutions have $3.99B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 142 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

44% more capital invested

Capital invested by funds: $2.77B → $3.99B (+$1.22B)

20% more call options, than puts

Call options by funds: $764M | Put options by funds: $634M

16% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 122

9% more funds holding

Funds holding: 386421 (+35)

0.41% more ownership

Funds ownership: 64.25%64.66% (+0.41%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
142
Reduced
122
Closed
49
Calls
$764M
Puts
$634M
Net Calls
+$130M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$534M +$12M +244,452 +3%
BlackRock
2
BlackRock
New York
$438M +$12.7M +258,411 +4%
JCAM
3
Jericho Capital Asset Management
New York
$236M +$179M +3,653,835 New
State Street
4
State Street
Massachusetts
$134M +$3.3M +67,270 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$130M +$3.61M +73,582 +4%
Morgan Stanley
6
Morgan Stanley
New York
$108M +$4.17M +84,976 +5%
CAM
7
Contour Asset Management
New York
$89.7M +$68M +1,387,200 New
Goldman Sachs
8
Goldman Sachs
New York
$85.1M -$25.2M -513,791 -28%
Two Sigma Investments
9
Two Sigma Investments
New York
$83.1M -$10.5M -214,034 -14%
DCM
10
Driehaus Capital Management
Illinois
$82.3M +$2.78M +56,654 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$81.8M +$13.6M +277,344 +28%
Bank of America
12
Bank of America
North Carolina
$81.2M +$2.79M +56,857 +5%
FAM
13
Fred Alger Management
New York
$78.9M -$26.7M -544,436 -31%
Mirae Asset Global ETFs Holdings
14
Mirae Asset Global ETFs Holdings
Hong Kong
$77.3M -$111K -2,264 -0.2%
Norges Bank
15
Norges Bank
Norway
$67.8M +$3.03M +61,838 +6%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$65.5M +$5.13M +104,533 +12%
Squarepoint
17
Squarepoint
New York
$65.4M +$28.7M +585,090 +137%
Capital Fund Management (CFM)
18
Capital Fund Management (CFM)
France
$57.8M +$1.96M +39,942 +5%
Coatue Management
19
Coatue Management
New York
$56.3M
Invesco
20
Invesco
Georgia
$55.9M -$19.9M -405,788 -32%
UBS Group
21
UBS Group
Switzerland
$53M +$3.05M +62,137 +8%
Northern Trust
22
Northern Trust
Illinois
$50.8M +$486K +9,913 +1%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$47.8M +$3.05M +62,212 +9%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$45.3M -$38M -774,200 -53%
Charles Schwab
25
Charles Schwab
California
$44.6M +$1.58M +32,267 +5%

UPST Hedge Fund Activity: Q2 2025 in Review

421 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2025, worth a combined $3.99B — up 44% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UPST positions and 49 closed out — a net gain of 37 holders — while 142 added to existing stakes and 122 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $179M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $74.7M.

  • 421 institutional investors held Upstart Holdings (UPST) as of Q2 2025, up from 386 in Q1 2025.
  • Funds reported $3.99B of Upstart Holdings stock for Q2 2025, up 44% quarter-over-quarter.
  • 86 funds opened new Upstart Holdings positions in Q2 2025 and 49 closed out, a net change of +37 holders.
  • The largest Upstart Holdings buyer in Q2 2025 was Jericho Capital Asset Management, an estimated $179M added.
  • The largest Upstart Holdings seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2025.