Millennium Management’s Upstart Holdings UPST Stock Holding History

Millennium 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	$1.19M	Sell	46,500 -13,000	-22%	-$457K	﹤0.01%	4269
2025 Q4	$2.6M	Sell	59,500 -8,200	-12%	-$378K	﹤0.01%	3714
2025 Q3	$3.44M	Sell	67,700 -1,300	-2%	-$91.5K	﹤0.01%	3521
2025 Q2	$4.46M	Sell	69,000 -36,600	-35%	-$1.79M	﹤0.01%	3109
2025 Q1	$4.86M	Buy	+105,600	New	+$6.56M	﹤0.01%	2891
2024 Q4	–	Sell	-44,200	Closed	-$1.77M	–	6476
2024 Q3	$1.77M	Buy	+44,200	New	+$1.47M	﹤0.01%	3808
2024 Q2	–	Sell	-23,100	Closed	-$621K	–	6562
2024 Q1	$621K	Sell	23,100 -97,500	-81%	-$2.88M	﹤0.01%	4671
2023 Q4	$4.93M	Buy	120,600 +52,700	+78%	+$1.6M	﹤0.01%	2800
2023 Q3	$1.94M	Buy	67,900 +59,300	+690%	+$2.38M	﹤0.01%	3582
2023 Q2	$308K	Sell	8,600 -4,600	-35%	-$106K	﹤0.01%	4864
2023 Q1	$210K	Buy	+13,200	New	+$222K	﹤0.01%	5138
2022 Q4	–	Sell	-81,700	Closed	-$1.7M	–	7075
2022 Q3	$1.7M	Buy	81,700 +47,900	+142%	+$1.29M	﹤0.01%	3894
2022 Q2	$1.07M	Buy	+33,800	New	+$2.01M	﹤0.01%	4305
2022 Q1	–	Sell	-50,000	Closed	-$7.57M	–	7515
2021 Q4	$7.57M	Buy	+50,000	New	+$12.5M	﹤0.01%	2457

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Millennium Management's UPST Position: Q1 2026 in Review

Millennium Management increased its Upstart Holdings (UPST) stake by 205% in Q1 2026, buying an estimated $15.8M and bringing the position to 668,064 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #1674.

Millennium Management first reported a position in UPST in Q4 2020 and has held it in 20 quarters since. The position peaked at $46M in Q3 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Millennium Management held 668,064 shares of Upstart Holdings worth $17.1M as of Q1 2026.
Millennium Management bought 449,311 Upstart Holdings shares in Q1 2026, an estimated $15.8M.
Upstart Holdings made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1674 holding.
Millennium Management first reported a position in Upstart Holdings in Q4 2020 and has held it in 20 quarters since.
Millennium Management's Upstart Holdings position peaked at $46M in Q3 2021.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.