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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Holocene Advisors's UPST Position: Q1 2026 in Review

Holocene Advisors increased its Upstart Holdings (UPST) stake by 1,392% in Q1 2026, buying an estimated $4.43M and bringing the position to 134,934 shares worth $3.46M. The position accounts for 0.01% of the portfolio, ranked #474.

Holocene Advisors first reported a position in UPST in Q3 2022 and has held it in 5 quarters since. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Holocene Advisors held 134,934 shares of Upstart Holdings worth $3.46M as of Q1 2026.
Holocene Advisors bought 125,892 Upstart Holdings shares in Q1 2026, an estimated $4.43M.
Upstart Holdings made up 0.01% of Holocene Advisors's portfolio in Q1 2026, its #474 holding.
Holocene Advisors first reported a position in Upstart Holdings in Q3 2022 and has held it in 5 quarters since.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.