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Upstart Holdings

412 hedge funds and large institutions have $3.27B invested in Upstart Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 64.66%66.89% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 121

1% less call options, than puts

Call options by funds: $942M | Put options by funds: $954M

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 421412 (-9)

18% less capital invested

Capital invested by funds: $3.99B → $3.27B (-$719M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
412
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
78
Increased
127
Reduced
121
Closed
80
Calls
$942M
Puts
$954M
Net Calls
-$11.9M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$419M -$1.29M -18,384 -0.2%
BlackRock
2
BlackRock
New York
$348M +$6.15M +87,459 +1%
JCAM
3
Jericho Capital Asset Management
New York
$228M +$58.2M +826,974 +23%
SPC
4
Slate Path Capital
New York
$139M +$192M +2,731,974 New
State Street
5
State Street
Massachusetts
$104M -$1.74M -24,667 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$104M +$2.3M +32,665 +2%
Morgan Stanley
7
Morgan Stanley
New York
$83.9M -$1.45M -20,679 -1%
Goldman Sachs
8
Goldman Sachs
New York
$80.8M +$19.3M +274,017 +21%
Squarepoint
9
Squarepoint
New York
$68.9M +$24.3M +345,127 +34%
MG
10
Marex Group
$66.3M +$78.9M +1,121,743 +614%
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$59.9M -$1.2M -17,025 -1%
FAM
12
Fred Alger Management
New York
$57.3M -$6.48M -92,132 -8%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$53.1M +$2.39M +34,029 +3%
TI
14
Tidal Investments
Wisconsin
$50.8M +$26.1M +371,353 +59%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$50.4M +$64.8M +920,921 +1,306%
Jane Street
16
Jane Street
New York
$49.5M +$57.2M +813,463 +505%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$49.4M +$16.4M +232,595 +31%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$49.3M +$30.3M +430,535 +80%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$48.9M -$21.3M -302,102 -24%
Coatue Management
20
Coatue Management
New York
$44.2M
Wells Fargo
21
Wells Fargo
California
$43M +$33.9M +482,056 +132%
UBS Group
22
UBS Group
Switzerland
$41.9M +$372K +5,286 +0.6%
Northern Trust
23
Northern Trust
Illinois
$39.9M +$41.7K +593 +0.1%
Charles Schwab
24
Charles Schwab
California
$37.7M +$3.61M +51,308 +7%
Barclays
25
Barclays
United Kingdom
$36.5M +$9.54M +135,539 +23%