Holocene Advisors’s Upstart Holdings UPST Stock Holding History

Holocene Advisors’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	$1.93M	Sell	54,553 -80,381	-60%	-$2.48M	﹤0.01%	597
2026 Q1	$3.46M	Buy	134,934 +125,892	+1,392%	+$4.43M	0.01%	474
2025 Q4	$395K	Buy	+9,042	New	+$416K	﹤0.01%	688
2023 Q3	–	Sell	-94,581	Closed	-$3.39M	–	886
2023 Q2	$3.39M	Buy	94,581 +2,379	+3%	+$54.7K	0.01%	436
2023 Q1	$1.47M	Buy	+92,202	New	+$1.55M	0.01%	523
2022 Q4	–	Sell	-25,718	Closed	-$535K	–	919
2022 Q3	$535K	Buy	+25,718	New	+$692K	﹤0.01%	700

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

Holocene Advisors's UPST Position: Q2 2026 in Review

Holocene Advisors reduced its Upstart Holdings (UPST) stake by 60% in Q2 2026, selling an estimated $2.48M and leaving 54,553 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Holocene Advisors first reported a position in UPST in Q3 2022 and has held it in 6 quarters since. The position peaked at $3.46M in Q1 2026. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Holocene Advisors held 54,553 shares of Upstart Holdings worth $1.93M as of Q2 2026.
Holocene Advisors sold 80,381 Upstart Holdings shares in Q2 2026, an estimated $2.48M.
Upstart Holdings made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #597 holding.
Holocene Advisors first reported a position in Upstart Holdings in Q3 2022 and has held it in 6 quarters since.
Holocene Advisors's Upstart Holdings position peaked at $3.46M in Q1 2026.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.