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
2025
Q4 		– Sell
-28,000
Closed -$429K – 3782
2025
Q3 		$429K Buy
+28,000
New +$1.97M ﹤0.01% 2228
2023
Q2 		– Sell
-1,030,000
Closed -$10.2M – 3193
2023
Q1 		$10.2M Hold
1,030,000
– – 0.12% 131
2022
Q4 		$22.6M Buy
1,030,000
+330,000
+47% +$6.38M 0.28% 65
2022
Q3 		$15.7M Buy
700,000
+625,000
+833% +$16.8M 0.19% 94
2022
Q2 		$1.05M Buy
+75,000
New +$4.47M 0.01% 1259

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

SG Americas Securities's UPST Position: Q1 2026 in Review

SG Americas Securities reduced its Upstart Holdings (UPST) stake by 83% in Q1 2026, selling an estimated $31.7M and leaving 183,637 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #1061.

SG Americas Securities first reported a position in UPST in Q1 2021 and has held it in 20 quarters since. The position peaked at $47.5M in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • SG Americas Securities held 183,637 shares of Upstart Holdings worth $4.71M as of Q1 2026.
  • SG Americas Securities sold 902,214 Upstart Holdings shares in Q1 2026, an estimated $31.7M.
  • Upstart Holdings made up 0.01% of SG Americas Securities's portfolio in Q1 2026, its #1061 holding.
  • SG Americas Securities first reported a position in Upstart Holdings in Q1 2021 and has held it in 20 quarters since.
  • SG Americas Securities's Upstart Holdings position peaked at $47.5M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.