Steven Cohen’s Upstart Holdings UPST Stock Holding History

Steven Cohen’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	$2.35M	Buy	66,400 +33,700	+103%	+$1.04M	﹤0.01%	2281
2026 Q1	$839K	Buy	32,700 +8,900	+37%	+$313K	﹤0.01%	2866
2025 Q4	$1.04M	Buy	+23,800	New	+$1.1M	﹤0.01%	2855
2024 Q4	–	Sell	-10,100	Closed	-$404K	–	2478
2024 Q3	$404K	Buy	+10,100	New	+$336K	﹤0.01%	1658
2024 Q1	–	Sell	-30,000	Closed	-$1.23M	–	2646
2023 Q4	$1.23M	Buy	+30,000	New	+$913K	﹤0.01%	1344
2023 Q1	–	Sell	-60,000	Closed	-$793K	–	2556
2022 Q4	$793K	Hold	60,000	–	–	﹤0.01%	1084
2022 Q3	$1.25M	Buy	+60,000	New	+$1.61M	0.01%	1016

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Steven Cohen's UPST Position: Q2 2026 in Review

Steven Cohen increased its Upstart Holdings (UPST) stake by 17% in Q2 2026, buying an estimated $3.98M and bringing the position to 885,159 shares worth $31.4M. The position accounts for 0.03% of the portfolio, ranked #637.

Steven Cohen first reported a position in UPST in Q2 2021 and has held it in 10 quarters since. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Steven Cohen held 885,159 shares of Upstart Holdings worth $31.4M as of Q2 2026.
Steven Cohen bought 129,099 Upstart Holdings shares in Q2 2026, an estimated $3.98M.
Upstart Holdings made up 0.03% of Steven Cohen's portfolio in Q2 2026, its #637 holding.
Steven Cohen first reported a position in Upstart Holdings in Q2 2021 and has held it in 10 quarters since.
365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.