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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
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

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 $3.37T AUM 44.26% 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

Sepio Capital's UPST Position: Q2 2026 in Review

Sepio Capital reduced its Upstart Holdings (UPST) stake by 30% in Q2 2026, selling an estimated $311K and leaving 23,300 shares worth $826K. The position accounts for 0.04% of the portfolio, ranked #189.

Sepio Capital first reported a position in UPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.6M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Sepio Capital held 23,300 shares of Upstart Holdings worth $826K as of Q2 2026.
  • Sepio Capital sold 10,105 Upstart Holdings shares in Q2 2026, an estimated $311K.
  • Upstart Holdings made up 0.04% of Sepio Capital's portfolio in Q2 2026, its #189 holding.
  • Sepio Capital first reported a position in Upstart Holdings in Q1 2025 and has held it in 6 quarters since.
  • Sepio Capital's Upstart Holdings position peaked at $16.6M in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Sepio Capital's 13F filing for Q2 2026, filed 28 Jul 2026.