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	$5.38M	Sell	209,700 -9,100	-4%	-$320K	0.01%	1451
2025 Q4	$9.57M	Sell	218,800 -348,800	-61%	-$16.1M	0.01%	1100
2025 Q3	$28.8M	Sell	567,600 -256,500	-31%	-$18M	0.03%	587
2025 Q2	$53.3M	Buy	824,100 +318,200	+63%	+$15.6M	0.06%	385
2025 Q1	$23.3M	Sell	505,900 -35,500	-7%	-$2.21M	0.03%	616
2024 Q4	$33.3M	Buy	541,400 +288,400	+114%	+$18M	0.03%	523
2024 Q3	$10.1M	Sell	253,000 -29,900	-11%	-$995K	0.02%	960
2024 Q2	$6.67M	Buy	282,900 +124,300	+78%	+$3M	0.01%	1179
2024 Q1	$4.26M	Buy	158,600 +12,100	+8%	+$358K	0.01%	1566
2023 Q4	$5.99M	Buy	146,500 +24,000	+20%	+$731K	0.01%	1285
2023 Q3	$3.5M	Buy	122,500 +76,300	+165%	+$3.07M	0.01%	1411
2023 Q2	$1.65M	Buy	+46,200	New	+$1.06M	0.01%	1793

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.