Squarepoint’s Upstart Holdings UPST Stock Holding History

Squarepoint’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	$5.81M	Buy	226,500 +150,300	+197%	+$5.29M	0.01%	1389
2025 Q4	$3.33M	Sell	76,200 -133,200	-64%	-$6.13M	﹤0.01%	1723
2025 Q3	$10.6M	Buy	209,400 +133,100	+174%	+$9.36M	0.01%	1047
2025 Q2	$4.94M	Buy	76,300 +3,500	+5%	+$172K	0.01%	1476
2025 Q1	$3.35M	Sell	72,800 -309,800	-81%	-$19.3M	﹤0.01%	1701
2024 Q4	$23.6M	Buy	382,600 +194,700	+104%	+$12.1M	0.02%	691
2024 Q3	$7.52M	Buy	187,900 +122,100	+186%	+$4.06M	0.01%	1138
2024 Q2	$1.55M	Sell	65,800 -42,200	-39%	-$1.02M	﹤0.01%	2237
2024 Q1	$2.9M	Buy	108,000 +9,800	+10%	+$290K	0.01%	1848
2023 Q4	$4.01M	Buy	98,200 +29,800	+44%	+$907K	0.01%	1534
2023 Q3	$1.95M	Buy	68,400 +7,700	+13%	+$309K	﹤0.01%	1842
2023 Q2	$2.17M	Buy	+60,700	New	+$1.4M	0.01%	1609

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Squarepoint's UPST Position: Q1 2026 in Review

Squarepoint opened a new position in Upstart Holdings (UPST) in Q1 2026: 531,387 shares worth $13.6M. The stake represents 0.02% of the portfolio and ranks #916 among its holdings. This is a return to the name: Squarepoint previously reported a position in UPST as recently as Q3 2025.

Squarepoint first reported a position in UPST in Q1 2021 and has held it in 16 quarters since. The position peaked at $68.9M in Q3 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Squarepoint held 531,387 shares of Upstart Holdings worth $13.6M as of Q1 2026.
Upstart Holdings was a new Squarepoint position in Q1 2026.
Upstart Holdings made up 0.02% of Squarepoint's portfolio in Q1 2026, its #916 holding.
Squarepoint first reported a position in Upstart Holdings in Q1 2021 and has held it in 16 quarters since.
Squarepoint's Upstart Holdings position peaked at $68.9M in Q3 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.