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Upstart Holdings, Inc. hedge fund holdings

UPSTNASDAQ
$24.35+1.54 (+6.75%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

UPST · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-53.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025171134$780M$708M391Aug 14, 2025
Q3 2025148146$755M$564M385Nov 14, 2025
Q4 2025142182$705M$777M373Feb 14, 2026
Q1 2026131168$312M$500M322May 15, 2026
Q2 2026148101$323M$254M338Aug 14, 2026

Quarterly action breakdown

Q2 2026
338 filers
New position
59
$50.5M+1.43M sh
Increased
89
$272M+7.69M sh
Reduced
67
-$190M-5.37M sh
Out / sold
34
-$63.5M-1.79M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
KADENSA CAPITAL LtdSell 100%-$15.1M$00.00%Aug 14, 2026
Hidden Lake Asset Management LPNew Buy+$9.98M$9.98M3.00%Aug 14, 2026
Halter Ferguson Financial Inc.Added 19.13%+$9.95M$61.9M10.03%Aug 3, 2026
Fred Alger Management, LLCReduce 45.79%-$9.08M$10.7M0.04%Aug 14, 2026
Voloridge Investment Management, LLCSell 100%-$5.52M$00.00%Aug 14, 2026
Gator Capital Management, LLCAdded 707.45%+$5.01M$5.72M1.20%Aug 13, 2026
IMC-Chicago, LLCAdded 253.83%+$4.93M$6.87M0.00%Aug 6, 2026
Blue Jean Financial LLCNew Buy+$3.65M$3.65M2.54%Jul 24, 2026
Edgestream Partners, L.P.New Buy+$2.91M$2.91M0.09%Aug 11, 2026
Holocene Advisors, LPReduce 59.57%-$2.85M$1.93M0.00%Aug 14, 2026
Neo Ivy Capital ManagementSell 100%-$2.64M$00.00%Aug 14, 2026
PDT Partners, LLCSell 100%-$2.57M$00.00%Aug 14, 2026
Lighthouse Investment Partners, LLCNew Buy+$2.45M$2.45M0.07%Aug 14, 2026
CenterBook Partners LPNew Buy+$2.39M$2.39M0.12%Aug 11, 2026
Nordea Investment Management ABSell 100%-$2.06M$00.00%Aug 5, 2026
Congress Asset Management CoSell 100%-$1.96M$00.00%Jul 7, 2026
Capital Fund Management S.A.Reduce 5.41%-$1.62M$28.4M0.13%Aug 13, 2026
Quantinno Capital Management LPAdded 43.86%+$1.61M$5.29M0.01%Aug 13, 2026
Credit Agricole S AAdded 46.06%+$1.59M$5.03M0.01%Aug 14, 2026
Odyssean, LLCAdded 124.04%+$1.58M$2.85M0.46%Aug 14, 2026
MML Investors Services, LLCAdded 68.62%+$1.54M$3.79M0.01%Aug 7, 2026
Liontrust Investment Partners LLPSell 100%-$1.33M$00.00%Aug 18, 2026
State of New Jersey Common Pension Fund DNew Buy+$1.33M$1.33M0.00%Aug 4, 2026
Jefferies Financial Group Inc.Added 102.55%+$1.31M$2.59M0.02%Aug 17, 2026
Qsemble Capital Management, LPNew Buy+$1M$1M0.13%Aug 3, 2026
Polymer Capital Management (US) LLCNew Buy+$942K$942K0.12%Aug 14, 2026
Perigon Wealth Management, LLCNew Buy+$931K$931K0.01%Aug 7, 2026
Baillie Gifford & CoReduce 2.27%-$891K$38.4M0.03%Aug 6, 2026
Divisadero Street Capital Management, LPReduce 24.70%-$784K$2.39M0.05%Aug 14, 2026
Nomura Holdings IncReduce 43.33%-$692K$905K0.00%Aug 14, 2026
Bridgefront Capital, LLCSell 100%-$642K$00.00%Aug 14, 2026
Banco Santander, S.A.Reduce 15.57%-$603K$3.27M0.02%Jul 29, 2026
Vontobel Holding Ltd.Reduce 63.34%-$560K$324K0.00%Aug 3, 2026
WMG Financial Advisors, LLCReduce 59.86%-$546K$366K0.14%Jul 23, 2026
Allstate CorpReduce 46.37%-$439K$507K0.01%Aug 13, 2026
Jain Global LLCReduce 49.85%-$433K$436K0.00%Aug 14, 2026
Aigen Investment Management, LPSell 100%-$422K$00.00%Aug 14, 2026
Inspire Advisors, LLCAdded 119.30%+$416K$765K0.05%Aug 13, 2026
Catalyst Funds Management Pty LtdSell 100%-$380K$00.00%Aug 10, 2026
SummitTX Capital, L.P.Reduce 17.91%-$378K$1.73M0.04%Aug 14, 2026
Kera Capital Partners, Inc.Added 45.90%+$373K$1.19M0.11%Aug 14, 2026
Integrated Financial Solutions, Inc.Sell 100%-$372K$00.00%Jul 16, 2026
Sepio Capital, LPReduce 30.25%-$358K$826K0.04%Jul 28, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 9.07%-$339K$3.4M0.00%Aug 13, 2026
Graham Capital Management, L.P.Sell 100%-$324K$00.00%Aug 14, 2026
Greenwich Wealth Management LLCNew Buy+$322K$322K0.01%Aug 12, 2026
Fox Run Management, L.L.C.New Buy+$304K$304K0.05%Aug 4, 2026
Freestone Grove Partners LPNew Buy+$300K$300K0.00%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 9.16%+$258K$3.08M0.00%Aug 13, 2026
Portman Square Capital LLPAdded 61.19%+$256K$674K0.03%Jul 15, 2026
Venture Visionary Partners LLCNew Buy+$255K$255K0.01%Jul 27, 2026
Sequoia Financial Advisors, LLCNew Buy+$254K$254K0.00%Jul 17, 2026
Symmetry Partners, LLCNew Buy+$241K$241K0.01%Jul 23, 2026
nVerses Capital, LLCSell 100%-$241K$00.00%Aug 4, 2026
Galvin, Gaustad & Stein, LLCAdded 72.97%+$238K$565K0.04%Jul 29, 2026
Inspire Investing, LLCNew Buy+$238K$238K0.01%Aug 12, 2026
PCM Encore, LLCNew Buy+$236K$236K0.04%Aug 11, 2026
Wealthfront Advisers LLCNew Buy+$226K$226K0.00%Aug 7, 2026
Synergy Financial Group, LTDNew Buy+$226K$226K0.16%Aug 5, 2026
Caprock Group, LLCNew Buy+$225K$225K0.00%Jul 27, 2026
Swiss Life Asset Management LtdNew Buy+$219K$219K0.00%Jul 29, 2026
Keeler & Nadler Financial Planning & Wealth ManagementNew Buy+$213K$213K0.06%Jul 24, 2026
FORA Capital, LLCNew Buy+$203K$203K0.01%Aug 13, 2026
First Trust Advisors LPAdded 1.50%+$198K$13.4M0.01%Aug 11, 2026
Leonteq Securities AGReduce 27.01%-$187K$505K0.02%Jul 27, 2026
Handelsbanken Fonder ABAdded 16.39%+$138K$981K0.00%Jul 10, 2026
EMC Capital ManagementReduce 40.27%-$131K$194K0.08%Jul 29, 2026
Mosley Wealth ManagementAdded 3593.02%+$109K$113K0.04%Jul 23, 2026
World Investment AdvisorsReduce 24.58%-$97.3K$299K0.00%Aug 14, 2026
Vanguard Investments Australia, Ltd.Added 9.81%+$72.7K$814K0.00%Aug 13, 2026
Kemnay Advisory Services Inc.Reduce 86.43%-$72.2K$11.3K0.00%Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 31.72%+$71.2K$296K0.00%Aug 7, 2026
PFG Investments, LLCAdded 15.50%+$70.9K$528K0.02%Jul 23, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$66.8K$00.00%Aug 13, 2026
Natixis Advisors, LLCAdded 7.39%+$63.1K$917K0.00%Aug 14, 2026
Pictet Asset Management Holding SAReduce 10.63%-$54.7K$460K0.00%Jul 30, 2026
Bank Julius Baer & Co. Ltd, ZurichAdded 1.83%+$54.5K$3.03M0.01%Aug 10, 2026
Royal Fund Management, LLCReduce 8.21%-$46.1K$515K0.04%Jul 20, 2026
Oppenheimer Asset Management Inc.Reduce 13.09%-$42.3K$281K0.00%Aug 3, 2026
HUB Investment Partners, LLCAdded 13.09%+$36.4K$314K0.01%Jul 31, 2026
Canada Pension Plan Investment BoardAdded 5.46%+$35.4K$684K0.00%Aug 14, 2026
Independent Financial Group, LLCReduce 8.23%-$32.1K$358K0.01%Jul 15, 2026
Summit Securities Group LLCNew Buy+$26.3K$26.3K0.00%Aug 3, 2026
Versant Capital Management, IncAdded 26.69%+$21.7K$103K0.01%Jul 2, 2026
Bogart Wealth, LLCAdded 51.74%+$19.5K$57K0.00%Jul 24, 2026
Asset Management One Co., Ltd.Reduce 25.46%-$16.3K$47.6K0.00%Jul 28, 2026
Ami Asset Management CorpReduce 5.20%-$16.2K$295K0.02%Jul 21, 2026
Huntington National BankAdded 39900.00%+$14.1K$14.2K0.00%Aug 13, 2026
Xponance LLCAdded 4.80%+$13.7K$300K0.00%Aug 10, 2026
2UniFi BankSell 100%-$10.6K$0Not reportedAug 14, 2026
Prospera Financial Services IncReduce 1.63%-$9.21K$557K0.01%Jul 15, 2026
Ensign Peak Advisors, IncAdded 4.85%+$8.86K$191K0.00%Aug 14, 2026
Broadwater Capital Management LLCSell 100%-$8.75K$00.00%Jul 24, 2026
Quarry LPNew Buy+$7.9K$7.9K0.00%Aug 14, 2026
Fulcrum Asset Management LLPNew Buy+$6.17K$6.17K0.00%Aug 18, 2026
Sound Income Strategies, LLCSell 100%-$5.07K$00.00%Jul 20, 2026
SCS Capital Management LLCReduce 0.40%-$4.96K$1.24M0.01%Aug 6, 2026
Pinnacle Wealth Planning Services, Inc.Added 1260.00%+$4.46K$4.82K0.00%Aug 7, 2026
POM Investment Strategies, LLCNew Buy+$3.72K$3.72K0.00%Jul 31, 2026
Spire Wealth ManagementNew Buy+$3.54K$3.54K0.00%Jul 15, 2026

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