Question 1

Which hedge funds and institutional investors hold UPST?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for UPST shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for UPST whale holdings?

Accepted Answer

Conviction level reflects how significant UPST is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to UPST, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for UPST?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about UPST?

Accepted Answer

QoQ changes for UPST show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Citadel	2.3M	$59.8M	0.0%	$618.5B
Marshall Wace	2.1M	$54.6M	0.1%	$100.4B
State Street	2.1M	$52.7M	0.0%	$2896.4B
Citadel	1.2M	$30.9M	0.0%	$618.5B
DE Shaw	916.6K	$23.5M	0.0%	$166.3B
Coatue	870.9K	$22.3M	0.1%	$29.1B
Balyasny	869.4K	$22.3M	0.0%	$77.1B
Point72	756.1K	$19.4M	0.0%	$78.1B
Millennium	668.1K	$17.1M	0.0%	$240.3B
Citadel	631.2K	$16.2M	0.0%	$618.5B
Baillie Gifford	515.4K	$13.2M	0.0%	$97.9B
DE Shaw	467.2K	$12.0M	0.0%	$166.3B
Geode Capital	301.0K	$7.7M	0.0%	$1607.5B
DE Shaw	267.1K	$6.9M	0.0%	$166.3B
Tudor	206.9K	$5.3M	0.0%	$53.9B
BlackRock	139.6K	$3.6M	0.0%	$5723.5B
Millennium	110.3K	$2.8M	0.0%	$240.3B
Point72	101.1K	$2.6M	0.0%	$78.1B
PDT Partners	100.0K	$2.6M	0.2%	$1.7B
Tudor	87.6K	$2.2M	0.0%	$53.9B
Balyasny	86.8K	$2.2M	0.0%	$77.1B
Winton	75.9K	$1.9M	0.1%	$2.9B
Brevan Howard	69.3K	$1.8M	0.0%	$11.3B
Schonfeld	67.5K	$1.7M	0.0%	$14.2B
Invesco	59.9K	$1.5M	0.0%	$653.3B
Millennium	46.5K	$1.2M	0.0%	$240.3B
Balyasny	40.8K	$1.0M	0.0%	$77.1B
Marshall Wace	37.1K	$952K	0.0%	$100.4B
Two Sigma	36.0K	$923K	0.0%	$123.9B
Point72	32.7K	$839K	0.0%	$78.1B
Two Sigma	27.0K	$693K	0.0%	$123.9B
Marshall Wace	26.9K	$690K	0.0%	$100.4B
Two Sigma	14.8K	$380K	0.0%	$123.9B
Tudor	13.5K	$346K	0.0%	$53.9B
Northern Trust	9.1K	$234K	—	$756.6B
DFA	8.8K	$225K	—	$481.4B
Fidelity (FMR)	1.1K	$27K	—	$1898.4B
Kayne Anderson	300	$8K	—	$34.0B
Man Group	184	$5K	—	$55.1B
AQR Capital	12	$308	—	$218.4B
Acadian	3.4K	$87	0.0%	$70.5M

UPST

Who Holds UPST

Changes This Quarter