INTECH Investment Management’s Upstart Holdings UPST Stock Holding History

INTECH Investment 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
2026 Q2	$692K	Sell	19,518 -4,496	-19%	-$139K	0.01%	1194
2026 Q1	$616K	Sell	24,014 -17,685	-42%	-$622K	0.01%	1241
2025 Q4	$1.82M	Sell	41,699 -5,087	-11%	-$234K	0.02%	786
2025 Q3	$2.38M	Buy	46,786 +2,882	+7%	+$203K	0.02%	682
2025 Q2	$2.84M	Sell	43,904 -30,230	-41%	-$1.48M	0.03%	563
2025 Q1	$3.41M	Buy	74,134 +30,739	+71%	+$1.91M	0.04%	463
2024 Q4	$2.67M	Buy	43,395 +19,927	+85%	+$1.24M	0.03%	555
2024 Q3	$939K	Buy	+23,468	New	+$781K	0.01%	850

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

INTECH Investment Management's UPST Position: Q2 2026 in Review

INTECH Investment Management reduced its Upstart Holdings (UPST) stake by 19% in Q2 2026, selling an estimated $139K and leaving 19,518 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #1194.

INTECH Investment Management first reported a position in UPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.41M in Q1 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

INTECH Investment Management held 19,518 shares of Upstart Holdings worth $692K as of Q2 2026.
INTECH Investment Management sold 4,496 Upstart Holdings shares in Q2 2026, an estimated $139K.
Upstart Holdings made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1194 holding.
INTECH Investment Management first reported a position in Upstart Holdings in Q3 2024 and has held it in 8 quarters since.
INTECH Investment Management's Upstart Holdings position peaked at $3.41M in Q1 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.