Graham Capital Management’s Upstart Holdings UPST Stock Holding History

Graham Capital Management’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
2025 Q4	–	Sell	-1,000	Closed	-$50.8K	–	1598
2025 Q3	$50.8K	Buy	+1,000	New	+$70.3K	﹤0.01%	1194

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

Graham Capital Management's UPST Position: Q2 2026 in Review

Graham Capital Management sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 12,617 shares — an estimated $324K sold.

Graham Capital Management first reported a position in UPST in Q1 2024 and held it in 5 quarters. The position peaked at $431K in Q3 2024. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Graham Capital Management reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
Graham Capital Management sold 12,617 Upstart Holdings shares in Q2 2026, an estimated $324K.
Graham Capital Management first reported a position in Upstart Holdings in Q1 2024 and held it in 5 quarters.
Graham Capital Management's Upstart Holdings position peaked at $431K in Q3 2024.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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