FNY Investment Advisers’s Upstart Holdings UPST Stock Holding History

FNY Investment Advisers’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	$77K	Buy	+2,199	New	+$67.8K	0.03%	357
2022 Q4	–	Sell	-210	Closed	-$4K	–	755
2022 Q3	$4K	Buy	210 +190	+950%	+$5.11K	﹤0.01%	480
2022 Q2	$0	Buy	+20	New	+$1.19K	﹤0.01%	919
2022 Q1	–	Sell	-5,000	Closed	-$756K	–	918
2021 Q4	$756K	Buy	+5,000	New	+$1.25M	0.41%	56
2021 Q2	–	Sell	-1,200	Closed	-$154K	–	974
2021 Q1	$154K	Buy	+1,200	New	+$92K	0.06%	229

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 $3.38T AUM 44.17% 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

FNY Investment Advisers's UPST Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in Upstart Holdings (UPST) in Q2 2026: 2,199 shares worth $77K. The stake represents 0.03% of the portfolio and ranks #357 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in UPST as recently as Q3 2022.

FNY Investment Advisers first reported a position in UPST in Q1 2021 and has held it in 5 quarters since. The position peaked at $756K in Q4 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

FNY Investment Advisers held 2,199 shares of Upstart Holdings worth $77K as of Q2 2026.
Upstart Holdings was a new FNY Investment Advisers position in Q2 2026.
Upstart Holdings made up 0.03% of FNY Investment Advisers's portfolio in Q2 2026, its #357 holding.
FNY Investment Advisers first reported a position in Upstart Holdings in Q1 2021 and has held it in 5 quarters since.
FNY Investment Advisers's Upstart Holdings position peaked at $756K in Q4 2021.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.