TRCT
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Tower Research Capital (TRC)’s Upstart Holdings UPST Stock Holding History

Tower Research Capital (TRC)’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 		$105K Sell
2,951
-5,787
-66% -$178K ﹤0.01% 2157
2026
Q1 		$224K Sell
8,738
-2,281
-21% -$80.3K 0.01% 1523
2025
Q4 		$482K Buy
11,019
+7,407
+205% +$341K 0.01% 846
2025
Q3 		$183K Sell
3,612
-8,782
-71% -$618K 0.01% 1528
2025
Q2 		$802K Buy
12,394
+10,153
+453% +$498K 0.02% 661
2025
Q1 		$103K Sell
2,241
-2,131
-49% -$132K ﹤0.01% 1754
2024
Q4 		$269K Sell
4,372
-8,409
-66% -$524K 0.01% 1500
2024
Q3 		$511K Sell
12,781
-2,699
-17% -$89.8K 0.01% 851
2024
Q2 		$365K Buy
15,480
+12,611
+440% +$304K 0.01% 1597
2024
Q1 		$77.1K Sell
2,869
-69,312
-96% -$2.05M ﹤0.01% 1984
2023
Q4 		$2.95M Buy
72,181
+71,201
+7,265% +$2.17M 0.04% 400
2023
Q3 		$28K Sell
980
-2,174
-69% -$87.4K ﹤0.01% 3079
2023
Q2 		$113K Sell
3,154
-7,634
-71% -$176K ﹤0.01% 1947
2023
Q1 		$171K Buy
10,788
+4,937
+84% +$83.1K 0.01% 1457
2022
Q4 		$77K Sell
5,851
-13,517
-70% -$261K ﹤0.01% 2035
2022
Q3 		$402K Sell
19,368
-5,426
-22% -$146K 0.01% 1310
2022
Q2 		$783K Buy
24,794
+15,860
+178% +$945K 0.02% 842
2022
Q1 		$975K Buy
8,934
+8,226
+1,162% +$948K 0.01% 796
2021
Q4 		$107K Sell
708
-5,257
-88% -$1.31M ﹤0.01% 2183
2021
Q3 		$1.89M Sell
5,965
-30,113
-83% -$5.94M 0.05% 285
2021
Q2 		$4.51M Buy
36,078
+33,914
+1,567% +$4.17M 0.12% 117
2021
Q1 		$279K Buy
2,164
+1,740
+410% +$133K ﹤0.01% 1731
2020
Q4 		$17K Buy
+424
New +$17.4K ﹤0.01% 3980

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

Tower Research Capital (TRC)'s UPST Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its Upstart Holdings (UPST) stake by 66% in Q2 2026, selling an estimated $178K and leaving 2,951 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Tower Research Capital (TRC) first reported a position in UPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.51M in Q2 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Tower Research Capital (TRC) held 2,951 shares of Upstart Holdings worth $105K as of Q2 2026.
  • Tower Research Capital (TRC) sold 5,787 Upstart Holdings shares in Q2 2026, an estimated $178K.
  • Upstart Holdings made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #2157 holding.
  • Tower Research Capital (TRC) first reported a position in Upstart Holdings in Q4 2020 and has held it in 23 quarters since.
  • Tower Research Capital (TRC)'s Upstart Holdings position peaked at $4.51M in Q2 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.