New York State Common Retirement Fund
UPST icon

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
Q2 		$1.07M Buy
30,226
+3,100
+11% +$95.5K ﹤0.01% 1724
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
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 $3.38T AUM 44.17% 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

New York State Common Retirement Fund's UPST Position: Q2 2026 in Review

New York State Common Retirement Fund increased its Upstart Holdings (UPST) stake by 11% in Q2 2026, buying an estimated $95.5K and bringing the position to 30,226 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

New York State Common Retirement Fund first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.3M in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • New York State Common Retirement Fund held 30,226 shares of Upstart Holdings worth $1.07M as of Q2 2026.
  • New York State Common Retirement Fund bought 3,100 Upstart Holdings shares in Q2 2026, an estimated $95.5K.
  • Upstart Holdings made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #1724 holding.
  • New York State Common Retirement Fund first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • New York State Common Retirement Fund's Upstart Holdings position peaked at $16.3M in Q3 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.