State of New Jersey Common Pension Fund D’s Upstart Holdings UPST Stock Holding History

State of New Jersey Common Pension Fund D’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	–	Sell	-56,894	Closed	-$2.49M	–	1592
2025 Q4	$2.49M	Buy	56,894 +23,407	+70%	+$1.08M	0.01%	903
2025 Q3	$1.7M	Sell	33,487 -7,789	-19%	-$548K	0.01%	1415
2025 Q2	$2.67M	Buy	41,276 +12,617	+44%	+$619K	0.01%	774
2025 Q1	$1.32M	Sell	28,659 -893	-3%	-$55.5K	0.01%	1448
2024 Q4	$1.82M	Sell	29,552 -16,417	-36%	-$1.02M	0.01%	1441
2024 Q3	$1.84M	Buy	+45,969	New	+$1.53M	0.01%	1438
2023 Q4	–	Sell	-74,959	Closed	-$2.14M	–	1611
2023 Q3	$2.14M	Sell	74,959 -12,993	-15%	-$522K	0.01%	1485
2023 Q2	$3.15M	Buy	+87,952	New	+$2.02M	0.01%	875
2022 Q4	–	Sell	-86,994	Closed	-$1.81M	–	1746
2022 Q3	$1.81M	Buy	86,994 +36,173	+71%	+$973K	0.01%	1556
2022 Q2	$1.61M	Buy	50,821 +26,035	+105%	+$1.55M	0.01%	1635
2022 Q1	$2.7M	Buy	24,786 +11,206	+83%	+$1.29M	0.01%	1183
2021 Q4	$2.06M	Hold	13,580	–	–	0.01%	1653
2021 Q3	$4.3M	Sell	13,580 -7,228	-35%	-$1.43M	0.01%	817
2021 Q2	$2.6M	Buy	+20,808	New	+$2.56M	0.01%	1293

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

State of New Jersey Common Pension Fund D's UPST Position: Q1 2026 in Review

State of New Jersey Common Pension Fund D sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 56,894 shares — an estimated $2.49M sold.

State of New Jersey Common Pension Fund D first reported a position in UPST in Q2 2021 and held it in 14 quarters. The position peaked at $4.3M in Q3 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

State of New Jersey Common Pension Fund D reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
State of New Jersey Common Pension Fund D sold 56,894 Upstart Holdings shares in Q1 2026, an estimated $2.49M.
State of New Jersey Common Pension Fund D first reported a position in Upstart Holdings in Q2 2021 and held it in 14 quarters.
State of New Jersey Common Pension Fund D's Upstart Holdings position peaked at $4.3M in Q3 2021.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on State of New Jersey Common Pension Fund D's 13F filing for Q1 2026, filed 5 May 2026.