Upstart Holdings
UPST
369 hedge funds and large institutions have $2.07B invested in Upstart Holdings in 2026 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 121 increasing their positions, 100 reducing their positions, and 43 closing their positions.
77% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 43
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more capital invested
Capital invested by funds: $1.45B → $2.07B (+$616M)
33% more call options, than puts
Call options by funds: $436M | Put options by funds: $328M
21% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 100
9% more funds holding
Funds holding: 340 → 369 (+29)
3.29% more ownership
Funds ownership: 57.7% → 60.99% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$31M |
| 2 |
Goldman Sachs
New York
|
+$25.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$19.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$48.1M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$28M |
| 3 |
Jane Street
New York
|
-$22M |
| 4 |
KC
Kadensa Capital
Central,
Hong Kong
|
-$15.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.63M |
UPST Hedge Fund Activity: Q2 2026 in Review
369 of the 8,348 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2026, worth a combined $2.07B — up 42% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new UPST positions and 43 closed out — a net gain of 33 holders — while 121 added to existing stakes and 100 trimmed.
The largest buyer was Bank of America, adding an estimated $31M. The largest seller was Morgan Stanley, cutting an estimated $48.1M.
- 369 institutional investors held Upstart Holdings (UPST) as of Q2 2026, up from 340 in Q1 2026.
- Funds reported $2.07B of Upstart Holdings stock for Q2 2026, up 42% quarter-over-quarter.
- 76 funds opened new Upstart Holdings positions in Q2 2026 and 43 closed out, a net change of +33 holders.
- The largest Upstart Holdings buyer in Q2 2026 was Bank of America, an estimated $31M added.
- The largest Upstart Holdings seller in Q2 2026 was Morgan Stanley, an estimated $48.1M sold.
Based on aggregated 13F filings for Q2 2026.