SP
UPST icon

Symmetry Partners’s Upstart Holdings UPST Stock Holding History

Symmetry Partners’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 		$241K Buy
+6,793
New +$209K 0.01% 226
2026
Q1 		– Sell
-6,500
Closed -$284K – 223
2025
Q4 		$284K Sell
6,500
-19
-0.3% -$875 0.02% 144
2025
Q3 		$331K Buy
6,519
+433
+7% +$30.5K 0.04% 113
2025
Q2 		$394K Buy
6,086
+409
+7% +$20.1K 0.05% 95
2025
Q1 		$261K Buy
5,677
+577
+11% +$35.9K 0.04% 109
2024
Q4 		$314K Buy
+5,100
New +$318K 0.04% 96

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

Symmetry Partners's UPST Position: Q2 2026 in Review

Symmetry Partners opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,793 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in UPST as recently as Q4 2025.

Symmetry Partners first reported a position in UPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $394K in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Symmetry Partners held 6,793 shares of Upstart Holdings worth $241K as of Q2 2026.
  • Upstart Holdings was a new Symmetry Partners position in Q2 2026.
  • Upstart Holdings made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #226 holding.
  • Symmetry Partners first reported a position in Upstart Holdings in Q4 2024 and has held it in 6 quarters since.
  • Symmetry Partners's Upstart Holdings position peaked at $394K in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.