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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
Q2 		$2.29M Buy
64,545
+56,198
+673% +$1.73M 0.08% 327
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
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

Aquatic Capital Management's UPST Position: Q2 2026 in Review

Aquatic Capital Management increased its Upstart Holdings (UPST) stake by 673% in Q2 2026, buying an estimated $1.73M and bringing the position to 64,545 shares worth $2.29M. The position accounts for 0.08% of the portfolio, ranked #327.

Aquatic Capital Management first reported a position in UPST in Q4 2022 and has held it in 8 quarters since. The position peaked at $17.8M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Aquatic Capital Management held 64,545 shares of Upstart Holdings worth $2.29M as of Q2 2026.
  • Aquatic Capital Management bought 56,198 Upstart Holdings shares in Q2 2026, an estimated $1.73M.
  • Upstart Holdings made up 0.08% of Aquatic Capital Management's portfolio in Q2 2026, its #327 holding.
  • Aquatic Capital Management first reported a position in Upstart Holdings in Q4 2022 and has held it in 8 quarters since.
  • Aquatic Capital Management's Upstart Holdings position peaked at $17.8M in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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