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New York State Common Retirement Fund’s
Upstart Holdings
UPST
Stock Holding History
New York State Common Retirement Fund’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
$696K
Hold
27,126
–
–
﹤0.01%
1794
2025
Q4
$1.19M
Hold
27,126
–
–
﹤0.01%
1634
2025
Q3
$1.38M
Hold
27,126
–
–
﹤0.01%
1572
2025
Q2
$1.75M
Buy
27,126
+1,600
+6%
+$78.5K
﹤0.01%
1456
2025
Q1
$1.17M
Buy
25,526
+1,004
+4%
+$62.4K
﹤0.01%
1575
2024
Q4
$1.51M
Sell
24,522
-1,504
-6%
-$93.8K
﹤0.01%
1513
2024
Q3
$1.04M
Sell
26,026
-8,000
-24%
-$266K
﹤0.01%
1653
2024
Q2
$803K
Buy
34,026
+4,341
+15%
+$105K
﹤0.01%
1860
2024
Q1
$798K
Sell
29,685
-22
-0.1%
-$651
﹤0.01%
1888
2023
Q4
$1.21M
Sell
29,707
-881
-3%
-$26.8K
﹤0.01%
1695
2023
Q3
$873K
Buy
30,588
+535
+2%
+$21.5K
﹤0.01%
1815
2023
Q2
$1.08M
Sell
30,053
-34,447
-53%
-$792K
﹤0.01%
1745
2023
Q1
$1.02M
Hold
64,500
–
–
﹤0.01%
1866
2022
Q4
$853K
Hold
64,500
–
–
﹤0.01%
2045
2022
Q3
$1.34M
Sell
64,500
-11,512
-15%
-$310K
﹤0.01%
1817
2022
Q2
$2.4M
Buy
76,012
+22,912
+43%
+$1.36M
﹤0.01%
1561
2022
Q1
$5.79M
Buy
53,100
+1,600
+3%
+$184K
0.01%
1213
2021
Q4
$7.79M
Hold
51,500
–
–
0.01%
1110
2021
Q3
$16.3M
Buy
51,500
+37,600
+271%
+$7.42M
0.02%
766
2021
Q2
$1.74M
Sell
13,900
-2,000
-13%
-$246K
﹤0.01%
1964
2021
Q1
$2.05M
Buy
+15,900
New
+$1.22M
﹤0.01%
1772
Other funds holding UPST
BlackRock
New York
$5.7T 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
$93.4B 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
$761B AUM
31.28%
1-Year Est. Return
CS
Clear Street
New York
$17.8B AUM
56.26%
1-Year Est. Return
HFF
Halter Ferguson Financial
Carmel, Indiana
$452M AUM
49.85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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