Neo Ivy Capital Management’s Upstart Holdings UPST Stock Holding History

Neo Ivy Capital 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 Q2	–	Sell	-102,953	Closed	-$2.64M	–	503
2026 Q1	$2.64M	Sell	102,953 -37,322	-27%	-$1.31M	0.7%	43
2025 Q4	$6.13M	Buy	140,275 +76,919	+121%	+$3.54M	0.97%	21
2025 Q3	$3.22M	Buy	+63,356	New	+$4.46M	0.78%	27
2025 Q1	–	Sell	-8,019	Closed	-$493K	–	429
2024 Q4	$493K	Buy	+8,019	New	+$500K	0.1%	169

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's UPST Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 102,953 shares — an estimated $2.64M sold.

Neo Ivy Capital Management first reported a position in UPST in Q4 2024 and held it in 4 quarters. The position peaked at $6.13M in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Neo Ivy Capital Management reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 102,953 Upstart Holdings shares in Q2 2026, an estimated $2.64M.
Neo Ivy Capital Management first reported a position in Upstart Holdings in Q4 2024 and held it in 4 quarters.
Neo Ivy Capital Management's Upstart Holdings position peaked at $6.13M in Q4 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.