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	$230K	Sell	6,500 -8,300	-56%	-$256K	﹤0.01%	4695
2026 Q1	$380K	Buy	14,800 +9,800	+196%	+$345K	﹤0.01%	3908
2025 Q4	$219K	Buy	+5,000	New	+$230K	﹤0.01%	3735
2022 Q1	–	Sell	-144,400	Closed	-$21.8M	–	4353
2021 Q4	$21.8M	Buy	144,400 +116,000	+408%	+$29M	0.05%	447
2021 Q3	$8.99M	Buy	+28,400	New	+$5.6M	0.02%	825

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 $3.37T AUM 44.26% 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

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.