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Aigen Investment Management’s Upstart Holdings UPST Stock Holding History

Aigen Investment Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,471
Closed -$422K – 804
2026
Q1 		$422K Buy
16,471
+8,986
+120% +$316K 0.11% 257
2025
Q4 		$327K Buy
+7,485
New +$345K 0.08% 339
2025
Q2 		– Sell
-9,069
Closed -$417K – 1081
2025
Q1 		$417K Sell
9,069
-7,165
-44% -$445K 0.07% 401
2024
Q4 		$1,000K Buy
+16,234
New +$1.01M 0.18% 176
2022
Q2 		– Sell
-2,198
Closed -$240K – 735
2022
Q1 		$240K Sell
2,198
-19,419
-90% -$2.24M 0.04% 437
2021
Q4 		$3.18M Buy
+21,617
New +$5.4M 0.2% 141

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Aigen Investment Management's UPST Position: Q2 2026 in Review

Aigen Investment Management sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 16,471 shares — an estimated $422K sold.

Aigen Investment Management first reported a position in UPST in Q4 2021 and held it in 6 quarters. The position peaked at $3.18M in Q4 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Aigen Investment Management reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 16,471 Upstart Holdings shares in Q2 2026, an estimated $422K.
  • Aigen Investment Management first reported a position in Upstart Holdings in Q4 2021 and held it in 6 quarters.
  • Aigen Investment Management's Upstart Holdings position peaked at $3.18M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.