Aquatic Capital Management’s Upstart Holdings UPST Stock Holding History

Aquatic Capital 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 Q1	$214K	Sell	8,347 -69,240	-89%	-$2.44M	0.01%	967
2025 Q4	$3.39M	Sell	77,587 -48,895	-39%	-$2.25M	0.1%	257
2025 Q3	$6.43M	Sell	126,482 -148,402	-54%	-$10.4M	0.12%	213
2025 Q2	$17.8M	Buy	274,884 +87,999	+47%	+$4.32M	0.36%	73
2025 Q1	$8.6M	Buy	+186,885	New	+$11.6M	0.22%	117
2024 Q4	–	Sell	-51,200	Closed	-$2.05M	–	1631
2024 Q3	$2.05M	Buy	+51,200	New	+$1.7M	0.05%	360
2023 Q1	–	Sell	-100	Closed	-$1K	–	1777
2022 Q4	$1K	Buy	+100	New	+$1.93K	﹤0.01%	1293

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Aquatic Capital Management's UPST Position: Q1 2026 in Review

Aquatic Capital Management reduced its Upstart Holdings (UPST) stake by 89% in Q1 2026, selling an estimated $2.44M and leaving 8,347 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #967.

Aquatic Capital Management first reported a position in UPST in Q4 2022 and has held it in 7 quarters since. The position peaked at $17.8M in Q2 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Aquatic Capital Management held 8,347 shares of Upstart Holdings worth $214K as of Q1 2026.
Aquatic Capital Management sold 69,240 Upstart Holdings shares in Q1 2026, an estimated $2.44M.
Upstart Holdings made up 0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #967 holding.
Aquatic Capital Management first reported a position in Upstart Holdings in Q4 2022 and has held it in 7 quarters since.
Aquatic Capital Management's Upstart Holdings position peaked at $17.8M in Q2 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.