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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 		– Sell
-27,000
Closed -$693K – 5450
2026
Q1 		$693K Buy
27,000
+20,200
+297% +$711K ﹤0.01% 3506
2025
Q4 		$297K Buy
+6,800
New +$313K ﹤0.01% 3573
2022
Q1 		– Sell
-187,700
Closed -$28.4M – 4355
2021
Q4 		$28.4M Buy
187,700
+132,500
+240% +$33.1M 0.06% 361
2021
Q3 		$17.5M Buy
+55,200
New +$10.9M 0.04% 521

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.