Sepio Capital
UPST icon

Sepio Capital’s Upstart Holdings UPST Stock Holding History

Sepio Capital’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
Q3 		$559K Buy
24,300
+1,000
+4% +$28.6K 0.02% 217
2026
Q2 		$826K Sell
23,300
-10,105
-30% -$311K 0.04% 189
2026
Q1 		$857K Hold
33,405
– – 0.05% 188
2025
Q4 		$1.46M Buy
33,405
+28,000
+518% +$1.29M 0.08% 134
2025
Q3 		$275K Sell
5,405
-250,697
-98% -$17.6M 0.02% 284
2025
Q2 		$16.6M Buy
256,102
+75,802
+42% +$3.72M 1.18% 18
2025
Q1 		$8.3M Buy
+180,300
New +$11.2M 0.66% 29

Other funds holding UPST

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital's UPST Position: Q3 2026 in Review

Sepio Capital increased its Upstart Holdings (UPST) stake by 4.3% in Q3 2026, buying an estimated $28.6K and bringing the position to 24,300 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #217.

Sepio Capital first reported a position in UPST in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.6M in Q2 2025. 53 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Sepio Capital held 24,300 shares of Upstart Holdings worth $559K as of Q3 2026.
  • Sepio Capital bought 1,000 Upstart Holdings shares in Q3 2026, an estimated $28.6K.
  • Upstart Holdings made up 0.02% of Sepio Capital's portfolio in Q3 2026, its #217 holding.
  • Sepio Capital first reported a position in Upstart Holdings in Q1 2025 and has held it in 7 quarters since.
  • Sepio Capital's Upstart Holdings position peaked at $16.6M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Sepio Capital's 13F filing for Q3 2026, filed 22 Oct 2026.