Simplex Trading
UPST icon

Simplex Trading’s Upstart Holdings UPST Stock Holding History

Simplex Trading’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 		$7.2M Sell
280,800
-69,000
-20% -$2.43M ﹤0.01% 859
2025
Q4 		$15.3M Sell
349,800
-679,400
-66% -$31.3M 0.01% 644
2025
Q3 		$52.3M Buy
1,029,200
+556,800
+118% +$39.2M 0.03% 344
2025
Q2 		$30.6M Sell
472,400
-88,500
-16% -$4.34M 0.02% 409
2025
Q1 		$25.8M Sell
560,900
-61,900
-10% -$3.85M 0.02% 440
2024
Q4 		$38.3M Sell
622,800
-59,400
-9% -$3.7M 0.02% 384
2024
Q3 		$27.3M Sell
682,200
-19,100
-3% -$635K 0.02% 516
2024
Q2 		$16.5M Sell
701,300
-454,400
-39% -$11M 0.01% 711
2024
Q1 		$31.1M Sell
1,155,700
-287,200
-20% -$8.49M 0.02% 495
2023
Q4 		$59M Buy
1,442,900
+421,700
+41% +$12.8M 0.04% 294
2023
Q3 		$29.1M Buy
1,021,200
+42,100
+4% +$1.69M 0.02% 445
2023
Q2 		$35.1M Sell
979,100
-357,300
-27% -$8.22M 0.03% 360
2023
Q1 		$21.2M Buy
1,336,400
+63,100
+5% +$1.06M 0.02% 564
2022
Q4 		$16.8M Sell
1,273,300
-114,400
-8% -$2.21M 0.02% 627
2022
Q3 		$28.9M Buy
1,387,700
+744,700
+116% +$20M 0.03% 398
2022
Q2 		$20.3M Buy
643,000
+54,100
+9% +$3.22M 0.02% 496
2022
Q1 		$64.2M Buy
588,900
+259,600
+79% +$29.9M 0.06% 236
2021
Q4 		$49.8M Buy
329,300
+171,500
+109% +$42.8M 0.05% 272
2021
Q3 		$19.6M Buy
157,800
+6,700
+4% +$1.32M 0.02% 467
2021
Q2 		$18.9M Buy
151,100
+150,753
+43,445% +$18.6M 0.02% 469
2021
Q1 		$4.47M Buy
+347
New +$26.6K 0.01% 911

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

Simplex Trading's UPST Position: Q1 2026 in Review

Simplex Trading sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 48,172 shares — an estimated $1.69M sold.

Simplex Trading first reported a position in UPST in Q1 2021 and held it in 8 quarters. The position peaked at $13.1M in Q4 2021. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Simplex Trading reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 48,172 Upstart Holdings shares in Q1 2026, an estimated $1.69M.
  • Simplex Trading first reported a position in Upstart Holdings in Q1 2021 and held it in 8 quarters.
  • Simplex Trading's Upstart Holdings position peaked at $13.1M in Q4 2021.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.