DS
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David Shaw’s Upstart Holdings UPST Stock Holding History

David Shaw’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

David Shaw's UPST Position: Q2 2026 in Review

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

David Shaw first reported a position in UPST in Q1 2021 and held it in 20 quarters. The position peaked at $261M in Q4 2021. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • David Shaw reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 267,076 Upstart Holdings shares in Q2 2026, an estimated $8.23M.
  • David Shaw first reported a position in Upstart Holdings in Q1 2021 and held it in 20 quarters.
  • David Shaw's Upstart Holdings position peaked at $261M in Q4 2021.
  • 365 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.