Engineers Gate Manager’s Upstart Holdings UPST Stock Holding History

Engineers Gate Manager’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	$263K	Sell	7,420 -41,294	-85%	-$1.27M	﹤0.01%	1850
2026 Q1	$1.25M	Buy	48,714 +28,604	+142%	+$1.01M	0.02%	936
2025 Q4	$879K	Sell	20,110 -53,403	-73%	-$2.46M	0.01%	1104
2025 Q3	$3.73M	Buy	+73,513	New	+$5.17M	0.04%	491
2025 Q2	–	Sell	-136,866	Closed	-$6.3M	–	2559
2025 Q1	$6.3M	Sell	136,866 -143,143	-51%	-$8.9M	0.11%	263
2024 Q4	$17.2M	Buy	280,009 +128,070	+84%	+$7.98M	0.3%	55
2024 Q3	$6.08M	Buy	+151,939	New	+$5.05M	0.12%	234
2024 Q1	–	Sell	-34,574	Closed	-$1.41M	–	2321
2023 Q4	$1.41M	Buy	+34,574	New	+$1.05M	0.04%	609
2022 Q4	–	Sell	-28,960	Closed	-$602K	–	2056
2022 Q3	$602K	Buy	+28,960	New	+$779K	0.04%	684
2022 Q1	–	Sell	-7,043	Closed	-$1.07M	–	2325
2021 Q4	$1.07M	Buy	7,043 +5,110	+264%	+$1.28M	0.05%	588
2021 Q3	$612K	Buy	+1,933	New	+$381K	0.03%	760

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Engineers Gate Manager's UPST Position: Q2 2026 in Review

Engineers Gate Manager reduced its Upstart Holdings (UPST) stake by 85% in Q2 2026, selling an estimated $1.27M and leaving 7,420 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Engineers Gate Manager first reported a position in UPST in Q3 2021 and has held it in 11 quarters since. The position peaked at $17.2M in Q4 2024. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Engineers Gate Manager held 7,420 shares of Upstart Holdings worth $263K as of Q2 2026.
Engineers Gate Manager sold 41,294 Upstart Holdings shares in Q2 2026, an estimated $1.27M.
Upstart Holdings made up ﹤0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1850 holding.
Engineers Gate Manager first reported a position in Upstart Holdings in Q3 2021 and has held it in 11 quarters since.
Engineers Gate Manager's Upstart Holdings position peaked at $17.2M in Q4 2024.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.