Occudo Quantitative Strategies’s Upstart Holdings UPST Stock Holding History

Occudo Quantitative Strategies’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	$213K	Buy	+6,011	New	+$185K	0.01%	670
2025 Q2	–	Sell	-19,698	Closed	-$932K	–	906
2025 Q1	$932K	Buy	+19,698	New	+$1.22M	0.12%	237
2024 Q4	–	Sell	-16,263	Closed	-$651K	–	968
2024 Q3	$651K	Buy	+16,263	New	+$541K	0.12%	215
2024 Q1	–	Sell	-42,388	Closed	-$1.73M	–	1042
2023 Q4	$1.73M	Buy	+42,388	New	+$1.29M	0.24%	113
2022 Q4	–	Sell	-95,469	Closed	-$1.99M	–	1395
2022 Q3	$1.99M	Buy	95,469 +60,513	+173%	+$1.63M	0.15%	187
2022 Q2	$1.1M	Buy	+34,956	New	+$2.08M	0.09%	353
2021 Q4	–	Sell	-3,765	Closed	-$1.19M	–	1258
2021 Q3	$1.19M	Sell	3,765 -24,285	-87%	-$4.79M	0.14%	216
2021 Q2	$3.5M	Buy	+28,050	New	+$3.45M	0.54%	5

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 $3.37T AUM 44.26% 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

Occudo Quantitative Strategies's UPST Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,011 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in UPST as recently as Q1 2025.

Occudo Quantitative Strategies first reported a position in UPST in Q2 2021 and has held it in 8 quarters since. The position peaked at $3.5M in Q2 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Occudo Quantitative Strategies held 6,011 shares of Upstart Holdings worth $213K as of Q2 2026.
Upstart Holdings was a new Occudo Quantitative Strategies position in Q2 2026.
Upstart Holdings made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #670 holding.
Occudo Quantitative Strategies first reported a position in Upstart Holdings in Q2 2021 and has held it in 8 quarters since.
Occudo Quantitative Strategies's Upstart Holdings position peaked at $3.5M in Q2 2021.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.