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
Q2 		$5.92M Buy
167,200
+10,000
+6% +$308K ﹤0.01% 1090
2026
Q1 		$4.03M Sell
157,200
-92,200
-37% -$3.24M ﹤0.01% 1259
2025
Q4 		$10.9M Sell
249,400
-302,300
-55% -$13.9M 0.01% 795
2025
Q3 		$28M Buy
551,700
+178,500
+48% +$12.6M 0.01% 509
2025
Q2 		$24.1M Sell
373,200
-233,500
-38% -$11.4M 0.01% 497
2025
Q1 		$27.9M Sell
606,700
-80,900
-12% -$5.03M 0.02% 419
2024
Q4 		$42.3M Sell
687,600
-29,900
-4% -$1.86M 0.02% 357
2024
Q3 		$28.7M Buy
717,500
+97,000
+16% +$3.23M 0.02% 492
2024
Q2 		$14.6M Sell
620,500
-138,500
-18% -$3.34M 0.01% 779
2024
Q1 		$20.4M Sell
759,000
-329,000
-30% -$9.73M 0.01% 682
2023
Q4 		$44.5M Buy
1,088,000
+180,600
+20% +$5.5M 0.03% 386
2023
Q3 		$25.9M Buy
907,400
+54,000
+6% +$2.17M 0.02% 476
2023
Q2 		$30.6M Sell
853,400
-67,100
-7% -$1.54M 0.03% 410
2023
Q1 		$14.6M Sell
920,500
-138,700
-13% -$2.33M 0.01% 722
2022
Q4 		$14M Sell
1,059,200
-800
-0.1% -$15.5K 0.02% 707
2022
Q3 		$22M Sell
1,060,000
-142,800
-12% -$3.84M 0.02% 483
2022
Q2 		$38M Buy
1,202,800
+217,800
+22% +$13M 0.04% 313
2022
Q1 		$107M Buy
985,000
+658,100
+201% +$75.8M 0.1% 140
2021
Q4 		$49.5M Buy
326,900
+74,500
+30% +$18.6M 0.05% 276
2021
Q3 		$31.3M Buy
252,400
+9,800
+4% +$1.93M 0.03% 338
2021
Q2 		$30.3M Buy
242,600
+241,561
+23,249% +$29.7M 0.03% 332
2021
Q1 		$13.4M Buy
+1,039
New +$79.7K 0.02% 374

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

Simplex Trading's UPST Position: Q2 2026 in Review

Simplex Trading opened a new position in Upstart Holdings (UPST) in Q2 2026: 18,575 shares worth $658K. The stake represents ﹤0.01% of the portfolio and ranks #3273 among its holdings. This is a return to the name: Simplex Trading previously reported a position in UPST as recently as Q4 2025.

Simplex Trading first reported a position in UPST in Q1 2021 and has held it in 9 quarters since. The position peaked at $13.1M in Q4 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Simplex Trading held 18,575 shares of Upstart Holdings worth $658K as of Q2 2026.
  • Upstart Holdings was a new Simplex Trading position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3273 holding.
  • Simplex Trading first reported a position in Upstart Holdings in Q1 2021 and has held it in 9 quarters since.
  • Simplex Trading's Upstart Holdings position peaked at $13.1M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.