SG Americas Securities
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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
Q1 		– Sell
-18,000
Closed -$16K – 3739
2025
Q4 		$16K Hold
18,000
– – ﹤0.01% 3480
2025
Q3 		$87K Buy
+18,000
New +$1.27M ﹤0.01% 3112

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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. 369 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.
  • 369 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.