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
Q3 		$9.32M Buy
405,300
+80,900
+25% +$2.32M 0.01% 797
2026
Q2 		$11.5M Buy
324,400
+43,600
+16% +$1.34M 0.01% 684
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 		$28.8M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Simplex Trading's UPST Position: Q3 2026 in Review

Simplex Trading sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 18,575 shares — an estimated $532K sold.

Simplex Trading first reported a position in UPST in Q1 2021 and held it in 9 quarters. The position peaked at $13.1M in Q4 2021. 182 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Simplex Trading reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
  • Simplex Trading sold 18,575 Upstart Holdings shares in Q3 2026, an estimated $532K.
  • Simplex Trading first reported a position in Upstart Holdings in Q1 2021 and held it in 9 quarters.
  • Simplex Trading's Upstart Holdings position peaked at $13.1M in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.