Trexquant Investment’s Upstart Holdings UPST Stock Holding History

Trexquant Investment’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	$2.83M	Sell	79,739 -146,458	-65%	-$4.51M	0.02%	1036
2026 Q1	$5.8M	Buy	+226,197	New	+$7.96M	0.04%	582
2025 Q4	–	Sell	-54,755	Closed	-$2.78M	–	1947
2025 Q3	$2.78M	Buy	54,755 +9,612	+21%	+$676K	0.03%	777
2025 Q2	$2.92M	Sell	45,143 -431,503	-91%	-$21.2M	0.03%	749
2025 Q1	$21.9M	Sell	476,646 -119,743	-20%	-$7.44M	0.26%	75
2024 Q4	$36.7M	Buy	596,389 +180,204	+43%	+$11.2M	0.43%	17
2024 Q3	$16.7M	Buy	+416,185	New	+$13.8M	0.21%	117
2023 Q4	–	Sell	-53,575	Closed	-$1.53M	–	1811
2023 Q3	$1.53M	Buy	+53,575	New	+$2.15M	0.04%	578
2022 Q2	–	Sell	-54,973	Closed	-$6M	–	1890
2022 Q1	$6M	Sell	54,973 -1,414	-3%	-$163K	0.28%	84
2021 Q4	$8.53M	Buy	+56,387	New	+$14.1M	0.53%	24

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

Trexquant Investment's UPST Position: Q2 2026 in Review

Trexquant Investment reduced its Upstart Holdings (UPST) stake by 65% in Q2 2026, selling an estimated $4.51M and leaving 79,739 shares worth $2.83M. The position accounts for 0.02% of the portfolio, ranked #1036.

Trexquant Investment first reported a position in UPST in Q4 2021 and has held it in 10 quarters since. The position peaked at $36.7M in Q4 2024. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Trexquant Investment held 79,739 shares of Upstart Holdings worth $2.83M as of Q2 2026.
Trexquant Investment sold 146,458 Upstart Holdings shares in Q2 2026, an estimated $4.51M.
Upstart Holdings made up 0.02% of Trexquant Investment's portfolio in Q2 2026, its #1036 holding.
Trexquant Investment first reported a position in Upstart Holdings in Q4 2021 and has held it in 10 quarters since.
Trexquant Investment's Upstart Holdings position peaked at $36.7M in Q4 2024.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Trexquant Investment's 13F filing for Q2 2026, filed 14 Aug 2026.