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Steve Schonfeld’s Upstart Holdings UPST Stock Holding History

Steve Schonfeld’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
2022
Q3 		– Sell
-100,000
Closed -$3.16M – 3177
2022
Q2 		$3.16M Buy
+100,000
New +$5.96M 0.03% 607

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

Steve Schonfeld's UPST Position: Q2 2026 in Review

Steve Schonfeld increased its Upstart Holdings (UPST) stake by 70% in Q2 2026, buying an estimated $1.46M and bringing the position to 114,975 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #730.

Steve Schonfeld first reported a position in UPST in Q2 2021 and has held it in 15 quarters since. The position peaked at $9.62M in Q4 2025. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Steve Schonfeld held 114,975 shares of Upstart Holdings worth $4.07M as of Q2 2026.
  • Steve Schonfeld bought 47,450 Upstart Holdings shares in Q2 2026, an estimated $1.46M.
  • Upstart Holdings made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #730 holding.
  • Steve Schonfeld first reported a position in Upstart Holdings in Q2 2021 and has held it in 15 quarters since.
  • Steve Schonfeld's Upstart Holdings position peaked at $9.62M in Q4 2025.
  • 365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.