Group One Trading
UPST icon

Group One Trading’s Upstart Holdings UPST Stock Holding History

Group One Trading’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
-43,222
Closed -$1.99M – 9217
2025
Q3 		$2.2M Buy
43,222
+18,263
+73% +$1.28M ﹤0.01% 2221
2025
Q2 		$1.61M Sell
24,959
-69,731
-74% -$3.42M ﹤0.01% 2332
2025
Q1 		$4.36M Buy
+94,690
New +$5.89M 0.01% 1176
2023
Q3 		– Sell
-212,917
Closed -$8.56M – 8353
2023
Q2 		$7.62M Buy
+212,917
New +$4.9M 0.02% 678
2022
Q2 		– Sell
-88,670
Closed -$5.28M – 8567
2022
Q1 		$9.67M Buy
88,670
+19,126
+28% +$2.2M 0.01% 1023
2021
Q4 		$10.5M Buy
+69,544
New +$17.4M 0.01% 1070
2021
Q3 		– Sell
-52,155
Closed -$10.3M – 8829
2021
Q2 		$6.51M Buy
+52,155
New +$6.42M 0.01% 1452

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return