AlphaQuest’s Upstart Holdings UPST Stock Holding History

AlphaQuest’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 Q1	–	Sell	-4,204	Closed	-$184K	–	1988
2025 Q4	$184K	Sell	4,204 -11,693	-74%	-$538K	0.01%	1495
2025 Q3	$808K	Buy	+15,897	New	+$1.12M	0.05%	523
2025 Q2	–	Sell	-236	Closed	-$10.9K	–	2170
2025 Q1	$10.9K	Buy	236 +155	+191%	+$9.64K	﹤0.01%	1787
2024 Q4	$4.99K	Sell	81 -1,642	-95%	-$102K	﹤0.01%	1587
2024 Q3	$68.9K	Buy	1,723 +1,610	+1,425%	+$53.6K	0.01%	1355
2024 Q2	$2.67K	Sell	113 -455	-80%	-$11K	﹤0.01%	1355
2024 Q1	$15.3K	Buy	568 +480	+545%	+$14.2K	﹤0.01%	1053
2023 Q4	$3.6K	Buy	+88	New	+$2.68K	﹤0.01%	1013

Other funds holding UPST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return