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 Q3	–	Sell	-6,793	Closed	-$241K	–	400
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Symmetry Partners's UPST Position: Q3 2026 in Review

Symmetry Partners sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 6,793 shares — an estimated $241K sold.

Symmetry Partners first reported a position in UPST in Q4 2024 and held it in 6 quarters. The position peaked at $394K in Q2 2025. 260 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Symmetry Partners reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
Symmetry Partners sold 6,793 Upstart Holdings shares in Q3 2026, an estimated $241K.
Symmetry Partners first reported a position in Upstart Holdings in Q4 2024 and held it in 6 quarters.
Symmetry Partners's Upstart Holdings position peaked at $394K in Q2 2025.
260 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.