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Cliff Asness’s Upstart Holdings UPST Stock Holding History

Cliff Asness’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 		$3.91M Buy
110,446
+23,777
+27% +$733K ﹤0.01% 2162
2026
Q1 		$2.22M Buy
86,669
+26,360
+44% +$927K ﹤0.01% 2277
2025
Q4 		$2.64M Buy
60,309
+15,076
+33% +$694K ﹤0.01% 1959
2025
Q3 		$2.3M Sell
45,233
-5,673
-11% -$399K ﹤0.01% 1899
2025
Q2 		$3.29M Sell
50,906
-45,800
-47% -$2.25M ﹤0.01% 1496
2025
Q1 		$4.45M Buy
96,706
+45,664
+89% +$2.84M ﹤0.01% 1180
2024
Q4 		$3.14M Buy
51,042
+12,154
+31% +$758K ﹤0.01% 1295
2024
Q3 		$1.56M Buy
+38,888
New +$1.29M ﹤0.01% 1617
2024
Q1 		– Sell
-16,220
Closed -$663K – 2507
2023
Q4 		$663K Buy
16,220
+8,364
+106% +$255K ﹤0.01% 1759
2023
Q3 		$224K Buy
+7,856
New +$316K ﹤0.01% 2104

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 $3.37T AUM 44.26% 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

Cliff Asness's UPST Position: Q2 2026 in Review

Cliff Asness increased its Upstart Holdings (UPST) stake by 27% in Q2 2026, buying an estimated $733K and bringing the position to 110,446 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Cliff Asness first reported a position in UPST in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.45M in Q1 2025. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Cliff Asness held 110,446 shares of Upstart Holdings worth $3.91M as of Q2 2026.
  • Cliff Asness bought 23,777 Upstart Holdings shares in Q2 2026, an estimated $733K.
  • Upstart Holdings made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2162 holding.
  • Cliff Asness first reported a position in Upstart Holdings in Q3 2023 and has held it in 10 quarters since.
  • Cliff Asness's Upstart Holdings position peaked at $4.45M in Q1 2025.
  • 365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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