D.E. Shaw & Co
UPST icon

D.E. Shaw & Co’s Upstart Holdings UPST Stock Holding History

D.E. Shaw & Co’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
-267,076
Closed -$8.23M – 5243
2026
Q1 		$6.85M Sell
267,076
-6,411
-2% -$226K ﹤0.01% 1937
2025
Q4 		$12M Buy
273,487
+164,297
+150% +$7.57M 0.01% 1595
2025
Q3 		$5.55M Sell
109,190
-543,636
-83% -$38.2M ﹤0.01% 2122
2025
Q2 		$42.2M Sell
652,826
-571,097
-47% -$28M 0.03% 641
2025
Q1 		$56.3M Sell
1,223,923
-2,063,836
-63% -$128M 0.05% 434
2024
Q4 		$202M Buy
3,287,759
+973,502
+42% +$60.7M 0.15% 148
2024
Q3 		$92.6M Buy
2,314,257
+1,424,730
+160% +$47.4M 0.08% 296
2024
Q2 		$21M Sell
889,527
-1,137,943
-56% -$27.5M 0.02% 872
2024
Q1 		$54.5M Sell
2,027,470
-1,296,971
-39% -$38.4M 0.05% 451
2023
Q4 		$136M Buy
3,324,441
+507,366
+18% +$15.4M 0.12% 196
2023
Q3 		$80.4M Buy
2,817,075
+239,506
+9% +$9.63M 0.08% 281
2023
Q2 		$92.3M Buy
2,577,569
+2,555,227
+11,437% +$58.8M 0.09% 245
2023
Q1 		$355K Buy
+22,342
New +$376K ﹤0.01% 3694
2022
Q4 		– Sell
-14,501
Closed -$280K – 5142
2022
Q3 		$301K Buy
14,501
+893
+7% +$24K ﹤0.01% 4299
2022
Q2 		$430K Sell
13,608
-73,796
-84% -$4.39M ﹤0.01% 4183
2022
Q1 		$9.54M Sell
87,404
-1,637,046
-95% -$189M 0.01% 1628
2021
Q4 		$261M Buy
1,724,450
+1,078,217
+167% +$269M 0.22% 70
2021
Q3 		$204M Sell
646,233
-703,419
-52% -$139M 0.18% 90
2021
Q2 		$169M Buy
1,349,652
+1,298,832
+2,556% +$160M 0.15% 126
2021
Q1 		$6.55M Buy
+50,820
New +$3.9M 0.01% 1665

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

D.E. Shaw & Co's UPST Position: Q2 2026 in Review

D.E. Shaw & Co sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 267,076 shares — an estimated $8.23M sold.

D.E. Shaw & Co first reported a position in UPST in Q1 2021 and held it in 20 quarters. The position peaked at $261M in Q4 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • D.E. Shaw & Co reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 267,076 Upstart Holdings shares in Q2 2026, an estimated $8.23M.
  • D.E. Shaw & Co first reported a position in Upstart Holdings in Q1 2021 and held it in 20 quarters.
  • D.E. Shaw & Co's Upstart Holdings position peaked at $261M in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.