IIM
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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
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
BlackRock New York $5.7T 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 $93.4B 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 $761B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return