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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
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 $5.72T 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 $100B 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 $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Sepio Capital's UPST Position: Q1 2026 in Review

Sepio Capital held its Upstart Holdings (UPST) position steady in Q1 2026 at 33,405 shares worth $857K. The position accounts for 0.05% of the portfolio, ranked #188.

Sepio Capital first reported a position in UPST in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.6M in Q2 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Sepio Capital held 33,405 shares of Upstart Holdings worth $857K as of Q1 2026.
  • Sepio Capital left its Upstart Holdings share count unchanged in Q1 2026.
  • Upstart Holdings made up 0.05% of Sepio Capital's portfolio in Q1 2026, its #188 holding.
  • Sepio Capital first reported a position in Upstart Holdings in Q1 2025 and has held it in 5 quarters since.
  • Sepio Capital's Upstart Holdings position peaked at $16.6M in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Sepio Capital's 13F filing for Q1 2026, filed 13 May 2026.