Jim Simons
UPST icon

Jim Simons’s Upstart Holdings UPST Stock Holding History

Jim Simons’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
Q2 		– Sell
-1,441,600
Closed -$66.4M – 3914
2025
Q1 		$66.4M Buy
1,441,600
+61,700
+4% +$3.84M 0.1% 245
2024
Q4 		$85M Buy
1,379,900
+308,200
+29% +$19.2M 0.13% 197
2024
Q3 		$42.9M Buy
+1,071,700
New +$35.6M 0.06% 377
2022
Q3 		– Sell
-213,800
Closed -$6.76M – 4426
2022
Q2 		$6.76M Buy
213,800
+179,700
+527% +$10.7M 0.01% 1341
2022
Q1 		$3.72M Sell
34,100
-1,204,337
-97% -$139M ﹤0.01% 1787
2021
Q4 		$187M Buy
1,238,437
+315,537
+34% +$78.8M 0.23% 78
2021
Q3 		$292M Buy
922,900
+254,900
+38% +$50.3M 0.38% 49
2021
Q2 		$83.4M Buy
+668,000
New +$82.2M 0.1% 194

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Jim Simons's UPST Position: Q2 2025 in Review

Jim Simons sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 1,441,600 shares — an estimated $66.4M sold.

Jim Simons first reported a position in UPST in Q2 2021 and held it in 8 quarters. The position peaked at $292M in Q3 2021. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

  • Jim Simons reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 1,441,600 Upstart Holdings shares in Q2 2025, an estimated $66.4M.
  • Jim Simons first reported a position in Upstart Holdings in Q2 2021 and held it in 8 quarters.
  • Jim Simons's Upstart Holdings position peaked at $292M in Q3 2021.
  • 421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.