Optiver Holding
UPST icon

Optiver Holding’s Upstart Holdings UPST Stock Holding History

Optiver Holding’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 		– Sell
-172,305
Closed -$6.06M – 2781
2025
Q4 		$7.53M Sell
172,305
-195,229
-53% -$8.99M 0.14% 351
2025
Q3 		$18.7M Buy
367,534
+358,268
+3,866% +$25.2M 0.3% 228
2025
Q2 		$599K Buy
+9,266
New +$454K 0.02% 357
2025
Q1 		– Sell
-3
Closed -$185 – 1623
2024
Q4 		$185 Sell
3
-4,776
-100% -$298K ﹤0.01% 1023
2024
Q3 		$191K Sell
4,779
-70,548
-94% -$2.35M ﹤0.01% 458
2024
Q2 		$1.78M Sell
75,327
-56,483
-43% -$1.36M 0.03% 399
2024
Q1 		$3.54M Buy
131,810
+65,505
+99% +$1.94M 0.15% 367
2023
Q4 		$2.71M Sell
66,305
-403,597
-86% -$12.3M 0.08% 339
2023
Q3 		$13.4M Buy
469,902
+421,036
+862% +$16.9M 0.38% 259
2023
Q2 		$1.75M Buy
+48,866
New +$1.12M 0.05% 349
2023
Q1 		– Sell
-42,214
Closed -$710K – 612
2022
Q4 		$558K Buy
42,214
+35,251
+506% +$681K 0.03% 331
2022
Q3 		$145K Sell
6,963
-64,742
-90% -$1.74M 0.01% 304
2022
Q2 		$2.27M Buy
+71,705
New +$4.27M 0.22% 213

Other funds holding UPST

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $93.4B 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 $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
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