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John Overdeck’s Upstart Holdings UPST Stock Holding History

John Overdeck’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 		$443K Sell
12,500
-23,491
-65% -$724K ﹤0.01% 4244
2026
Q1 		$923K Buy
+35,991
New +$1.27M ﹤0.01% 3317
2025
Q4 		– Sell
-277,144
Closed -$12.8M – 4445
2025
Q3 		$14.1M Sell
277,144
-1,008,008
-78% -$70.9M 0.02% 794
2025
Q2 		$83.1M Sell
1,285,152
-214,034
-14% -$10.5M 0.15% 177
2025
Q1 		$69M Sell
1,499,186
-423,584
-22% -$26.3M 0.15% 163
2024
Q4 		$118M Buy
1,922,770
+321,366
+20% +$20M 0.26% 88
2024
Q3 		$64.1M Buy
1,601,404
+1,196,561
+296% +$39.8M 0.14% 177
2024
Q2 		$9.55M Buy
404,843
+367,543
+985% +$8.87M 0.02% 729
2024
Q1 		$1M Sell
37,300
-1,023,573
-96% -$30.3M ﹤0.01% 1957
2023
Q4 		$43.3M Buy
1,060,873
+760,573
+253% +$23.2M 0.1% 253
2023
Q3 		$8.57M Buy
+300,300
New +$12.1M 0.02% 662
2022
Q1 		– Sell
-696,045
Closed -$105M – 4354
2021
Q4 		$105M Sell
696,045
-226
-0% -$56.5K 0.23% 108
2021
Q3 		$220M Buy
+696,271
New +$137M 0.49% 19

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

John Overdeck's UPST Position: Q2 2026 in Review

John Overdeck reduced its Upstart Holdings (UPST) stake by 65% in Q2 2026, selling an estimated $724K and leaving 12,500 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #4244.

John Overdeck first reported a position in UPST in Q3 2021 and has held it in 13 quarters since. The position peaked at $220M in Q3 2021. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • John Overdeck held 12,500 shares of Upstart Holdings worth $443K as of Q2 2026.
  • John Overdeck sold 23,491 Upstart Holdings shares in Q2 2026, an estimated $724K.
  • Upstart Holdings made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4244 holding.
  • John Overdeck first reported a position in Upstart Holdings in Q3 2021 and has held it in 13 quarters since.
  • John Overdeck's Upstart Holdings position peaked at $220M in Q3 2021.
  • 365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.