Signals

← Signals

☆UPST

583 in-universe funds with a nonzero position in UPST within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#936
Score / z0.099 / 0.10
Consensus139.18 over 243 funds
Momentum-0.64 ≠
Price veto⚠ -58% off 52w high

Price & positioning

226 cached closes, trailing year
Drawdown-58%
Short interest-4% / 5.6d

Forensics

Clean as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-04 8-K 2.02, 9.01
2026-05-28 8-K 5.07
2026-05-19 8-K 5.02, 9.01
2026-05-05 8-K 2.02, 9.01
2026-03-10 8-K 8.01, 9.01
2026-02-19 8-K 8.01, 9.01
2026-02-10 8-K 5.02
2026-02-10 8-K 2.02, 9.01
2025-11-04 8-K 2.02, 9.01
2025-08-14 8-K 1.01, 1.02, 2.03, 3.02, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-02-14 424B5 Upstart Holdings, Inc.
2017-03-02 D Upstart Holdings, Inc.
2015-07-16 D Upstart Holdings, Inc.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 279.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 132.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 131.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 85.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 84.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 84.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 79.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 75.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 64.8 0.2% 4 -0.0 pp -0.3 pp +0.1 pp +0.2 pp
☆Halter Ferguson Financial Inc. CIK 0001842665 0.762 35 61.9 10.1% 4 +1.8 pp +6.1 pp +7.5 pp +10.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 53.6 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 53.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 40.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 40.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 38.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 37.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 33.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 32.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 31.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 30.9 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 28.4 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 27.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 27.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 27.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 25.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 19.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 15.9 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 13.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 11.7 0.0% 2 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 10.7 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 9.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 6.9 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 6.9 1.4% 3 +0.3 pp -0.2 pp +1.4 pp +1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gator Capital Management, LLC CIK 0001570284 0.259 67 5.7 1.2% 2 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 5.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.3 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 4.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 3.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.4 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 3.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 3.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.9 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Odyssean, LLC CIK 0002092853 0.021 485 2.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 2.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 2.6 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 2.5 0.0% 7 -0.0 pp -0.5 pp -0.8 pp -0.2 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 2.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Divisadero Street Capital Management, LP CIK 0001901865 0.210 140 2.4 0.1% 3 -0.1 pp -0.9 pp +0.1 pp +0.1 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 2.2 0.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 1.7 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GMT CAPITAL CORP CIK 0001106191 0.809 68 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 1.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 1.2 0.0% 5 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.1 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.1 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 1.0 0.2% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PayPay Securities Corp CIK 0001908623 0.257 302 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rare Wolf Capital LLC CIK 0002105393 0.160 120 0.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -1.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Portman Square Capital LLP CIK 0001966898 0.153 39 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINTON GROUP Ltd CIK 0001612063 0.015 1137 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Amundi CIK 0001330387 0.000 1 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANE GLOBAL CAPITAL MANAGEMENT LP CIK 0001856155 0.000 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
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☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.1 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Castle Hook Partners LP CIK 0001687241 0.157 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.411 221 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
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☆SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -1.5 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 0.529 99 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just UPST). Qtrs Held counts distinct quarters this fund has actually held UPST (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UPST position size. Δ columns are the percentage-point change in UPST's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status