Ticker: UPST CUSIP: 91680M107 Class: Common Stock
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Hidden Lake Asset Management LP | 316,586 | $13,844 |
| Azora Capital LP | 882,231 | $38,580 |
| Maxi Investments CY Ltd | 193,400 | $8 |
| Nishkama Capital, LLC | 487,060 | $21,299 |
| Divisadero Street Capital Management, LP | 370,000 | $16,180 |
| PDT Partners, LLC | 100,041 | $4,375 |
| J. Goldman & Co LP | 211,152 | $9,234 |
| Sciencast Management LP | 39,950 | $1,747 |
| Carnegie Capital Asset Management, LLC | 238,163 | $10,415 |
| Atom Investors LP | 52,694 | $2,304 |
| DARK FOREST CAPITAL MANAGEMENT LP | 84,080 | $3,677 |
| SLT Holdings LLC | 7,000 | $306 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 17,189 | $752 |
| Interval Partners, LP | 112,292 | $4,911 |
| Dynamic Technology Lab Private Ltd | 8,622 | $377 |
| Perbak Capital Partners LLP | 7,217 | $316 |
| Aigen Investment Management, LP | 7,485 | $327 |
| Polar Asset Management Partners Inc. | 74,700 | $3,267 |
| BAILLIE GIFFORD & CO | 758,929 | $33,188 |
| MIRABELLA FINANCIAL SERVICES LLP | 12,318 | $539 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Halter Ferguson Financial Inc. | 205,406 | 415,321 | +209,915 (+102.2%) |
| Jericho Capital Asset Management L.P. | 4,480,809 | 5,011,809 | +531,000 (+11.9%) |
| KADENSA CAPITAL Ltd | 455,150 | 520,986 | +65,836 (+14.5%) |
| Neo Ivy Capital Management | 63,356 | 140,275 | +76,919 (+121.4%) |
| Clear Street Group Inc. | 571,212 | 2,061,714 | +1,490,502 (+260.9%) |
| Annex Advisory Services, LLC | 207,094 | 421,373 | +214,279 (+103.5%) |
| SummitTX Capital, L.P. | 18,471 | 85,223 | +66,752 (+361.4%) |
| Sepio Capital, LP | 5,405 | 33,405 | +28,000 (+518.0%) |
| Integrated Financial Solutions, Inc. | 14,085 | 15,510 | +1,425 (+10.1%) |
| GC Wealth Management RIA, LLC | 230,072 | 249,474 | +19,402 (+8.4%) |
| Schonfeld Strategic Advisors LLC | 47,126 | 220,051 | +172,925 (+366.9%) |
| Fairbanks Capital Management, Inc. | 10,800 | 12,800 | +2,000 (+18.5%) |
| SG Americas Securities, LLC | 207,422 | 1,085,851 | +878,429 (+423.5%) |
| XTX Topco Ltd | 10,474 | 30,520 | +20,046 (+191.4%) |
| WMG Financial Advisors, LLC | 15,862 | 17,462 | +1,600 (+10.1%) |
| TCI Wealth Advisors, Inc. | 33,325 | 44,389 | +11,064 (+33.2%) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12,929 | 20,304 | +7,375 (+57.0%) |
| State of Wyoming | 913 | 6,227 | +5,314 (+582.0%) |
| CAPITAL FUND MANAGEMENT S.A. | 562,108 | 671,345 | +109,237 (+19.4%) |
| BANK OF AMERICA CORP /DE/ | 245,059 | 2,538,426 | +2,293,367 (+935.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 19,633 | 2,875 | -16,758 (-85.4%) |
| Jump Financial, LLC | 470,791 | 66,393 | -404,398 (-85.9%) |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 970,306 | 347,881 | -622,425 (-64.1%) |
| Kercheville Advisors, LLC | 15,000 | 5,000 | -10,000 (-66.7%) |
| Quantbot Technologies LP | 147,316 | 70,310 | -77,006 (-52.3%) |
| Marex Group plc | 1,304,483 | 1,178,997 | -125,486 (-9.6%) |
| PRAKASH INVESTMENT ADVISORS LLC | 8,185 | 5,235 | -2,950 (-36.0%) |
| Liontrust Investment Partners LLP | 162,680 | 71,524 | -91,156 (-56.0%) |
| Aquatic Capital Management LLC | 126,482 | 77,587 | -48,895 (-38.7%) |
| INCEPTIONR LLC | 10,218 | 4,609 | -5,609 (-54.9%) |
| Man Group plc | 472,244 | 70,235 | -402,009 (-85.1%) |
| Royal Fund Management, LLC | 25,583 | 16,740 | -8,843 (-34.6%) |
| Blueshift Asset Management, LLC | 12,644 | 9,376 | -3,268 (-25.8%) |
| FRED ALGER MANAGEMENT, LLC | 1,127,568 | 1,006,130 | -121,438 (-10.8%) |
| Kera Capital Partners, Inc. | 19,926 | 13,515 | -6,411 (-32.2%) |
| TWO SIGMA ADVISERS, LP | 302,900 | 33,000 | -269,900 (-89.1%) |
| Qube Research & Technologies Ltd | 567,873 | 128,199 | -439,674 (-77.4%) |
| Engineers Gate Manager LP | 73,513 | 20,110 | -53,403 (-72.6%) |
| AlphaQuest LLC | 15,897 | 4,204 | -11,693 (-73.6%) |
| Connor, Clark & Lunn Investment Management Ltd. | 971,856 | 850,839 | -121,017 (-12.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Slate Path Capital LP | 2,731,974 | $138,784 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 300,000 | $15,240 |
| DIKER MANAGEMENT LLC | 9,000 | $457 |
| Virtu Financial LLC | 170,211 | $9 |
| Legacy Capital Group California, Inc. | 20,588 | $1,046 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,046,143 | $53,144 |
| PURSUE WEALTH PARTNERS LLC | 7,727 | $393 |
| Jackson Creek Investment Advisors LLC | 21,951 | $1 |
| Hillsdale Investment Management Inc. | 98,410 | $4,999 |
| Toroso Investments, LLC | 1,000,638 | $50,832 |
| COATUE MANAGEMENT LLC | 870,947 | $44,244 |
| Edgestream Partners, L.P. | 89,836 | $4,564 |
| Squarepoint Ops LLC | 1,356,294 | $68,900 |
| Seros Financial, LLC | 4,512 | $229 |
| OXFORD ASSET MANAGEMENT LLP | 6,755 | $343 |
| FOX RUN MANAGEMENT, L.L.C. | 14,388 | $731 |
| Rokos Capital Management LLP | 360,719 | $18,319 |
| Bridgefront Capital, LLC | 6,867 | $349 |
| Ardmore Road Asset Management LP | 20,000 | $1,016 |
| Polymer Capital Management (US) LLC | 13,128 | $667 |