SG Americas Securities
UPST icon

SG Americas Securities’s Upstart Holdings UPST Stock Holding History

SG Americas Securities’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 		$203K Sell
5,741
-177,896
-97% -$5.48M ﹤0.01% 2795
2026
Q1 		$4.71M Sell
183,637
-902,214
-83% -$31.7M 0.01% 1061
2025
Q4 		$47.5M Buy
1,085,851
+878,429
+423% +$40.4M 0.06% 247
2025
Q3 		$10.5M Buy
207,422
+123,656
+148% +$8.7M 0.04% 305
2025
Q2 		$5.42M Buy
83,766
+48,162
+135% +$2.36M 0.02% 451
2025
Q1 		$1.64M Buy
+35,604
New +$2.21M 0.01% 877
2024
Q4 		– Sell
-4,134
Closed -$165K – 3645
2024
Q3 		$165K Sell
4,134
-144,080
-97% -$4.79M ﹤0.01% 2646
2024
Q2 		$3.5M Buy
148,214
+120,871
+442% +$2.92M 0.02% 710
2024
Q1 		$735K Sell
27,343
-6,451
-19% -$191K ﹤0.01% 1270
2023
Q4 		$1.38M Buy
33,794
+7,404
+28% +$225K 0.01% 859
2023
Q3 		$753K Buy
26,390
+19,445
+280% +$781K 0.01% 1487
2023
Q2 		$249K Sell
6,945
-1,002,188
-99% -$23.1M ﹤0.01% 1709
2023
Q1 		$16M Sell
1,009,133
-24,474
-2% -$412K 0.19% 86
2022
Q4 		$13.7M Buy
1,033,607
+320,686
+45% +$6.2M 0.17% 101
2022
Q3 		$14.8M Buy
712,921
+598,684
+524% +$16.1M 0.18% 99
2022
Q2 		$3.61M Buy
114,237
+102,783
+897% +$6.12M 0.04% 426
2022
Q1 		$1.25M Buy
11,454
+3,610
+46% +$416K 0.01% 1258
2021
Q4 		$1.19M Sell
7,844
-1,789
-19% -$447K 0.01% 1512
2021
Q3 		$3.05M Buy
9,633
+7,121
+283% +$1.4M 0.01% 919
2021
Q2 		$314K Sell
2,512
-5,286
-68% -$651K ﹤0.01% 2144
2021
Q1 		$1M Buy
+7,798
New +$598K 0.01% 1537

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

SG Americas Securities's UPST Position: Q2 2026 in Review

SG Americas Securities reduced its Upstart Holdings (UPST) stake by 97% in Q2 2026, selling an estimated $5.48M and leaving 5,741 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

SG Americas Securities first reported a position in UPST in Q1 2021 and has held it in 21 quarters since. The position peaked at $47.5M in Q4 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • SG Americas Securities held 5,741 shares of Upstart Holdings worth $203K as of Q2 2026.
  • SG Americas Securities sold 177,896 Upstart Holdings shares in Q2 2026, an estimated $5.48M.
  • Upstart Holdings made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #2795 holding.
  • SG Americas Securities first reported a position in Upstart Holdings in Q1 2021 and has held it in 21 quarters since.
  • SG Americas Securities's Upstart Holdings position peaked at $47.5M in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.