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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 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: Q1 2026 in Review

Neo Ivy Capital Management reduced its Upstart Holdings (UPST) stake by 27% in Q1 2026, selling an estimated $1.31M and leaving 102,953 shares worth $2.64M. The position accounts for 0.7% of the portfolio, ranked #43.

Neo Ivy Capital Management first reported a position in UPST in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.13M in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Neo Ivy Capital Management held 102,953 shares of Upstart Holdings worth $2.64M as of Q1 2026.
  • Neo Ivy Capital Management sold 37,322 Upstart Holdings shares in Q1 2026, an estimated $1.31M.
  • Upstart Holdings made up 0.7% of Neo Ivy Capital Management's portfolio in Q1 2026, its #43 holding.
  • Neo Ivy Capital Management first reported a position in Upstart Holdings in Q4 2024 and has held it in 4 quarters since.
  • Neo Ivy Capital Management's Upstart Holdings position peaked at $6.13M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

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