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STRS Ohio’s Upstart Holdings UPST Stock Holding History

STRS Ohio’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
-3,900
Closed -$171K – 2223
2025
Q4 		$171K Sell
3,900
-3,700
-49% -$170K ﹤0.01% 1599
2025
Q3 		$386K Sell
7,600
-800
-10% -$56.3K ﹤0.01% 1219
2025
Q2 		$543K Buy
8,400
+3,200
+62% +$157K ﹤0.01% 1218
2025
Q1 		$239K Sell
5,200
-3,100
-37% -$193K ﹤0.01% 1470
2024
Q4 		$511K Buy
8,300
+6,900
+493% +$430K ﹤0.01% 1192
2024
Q3 		$56K Buy
+1,400
New +$46.6K ﹤0.01% 1788
2024
Q1 		– Sell
-1,400
Closed -$57K – 2033
2023
Q4 		$57K Buy
+1,400
New +$42.6K ﹤0.01% 1759
2022
Q1 		– Sell
-33,042
Closed -$5M – 2243
2021
Q4 		$5M Buy
33,042
+31,018
+1,533% +$7.75M 0.02% 503
2021
Q3 		$640K Hold
2,024
– – ﹤0.01% 1410
2021
Q2 		$252K Buy
+2,024
New +$249K ﹤0.01% 1754

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
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

STRS Ohio's UPST Position: Q1 2026 in Review

STRS Ohio sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 3,900 shares — an estimated $171K sold.

STRS Ohio first reported a position in UPST in Q2 2021 and held it in 10 quarters. The position peaked at $5M in Q4 2021. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • STRS Ohio reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • STRS Ohio sold 3,900 Upstart Holdings shares in Q1 2026, an estimated $171K.
  • STRS Ohio first reported a position in Upstart Holdings in Q2 2021 and held it in 10 quarters.
  • STRS Ohio's Upstart Holdings position peaked at $5M in Q4 2021.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on STRS Ohio's 13F filing for Q1 2026, filed 24 Apr 2026.