Twin Tree Management
UPST icon

Twin Tree Management’s Upstart Holdings UPST Stock Holding History

Twin Tree Management’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
-31,817
Closed -$1.39M – 1991
2025
Q4 		$1.39M Sell
31,817
-23,554
-43% -$1.08M 0.14% 922
2025
Q3 		$2.81M Sell
55,371
-76,776
-58% -$5.4M 0.13% 947
2025
Q2 		$8.55M Sell
132,147
-43,710
-25% -$2.14M 0.22% 826
2025
Q1 		$8.09M Buy
175,857
+155,553
+766% +$9.67M 0.18% 741
2024
Q4 		$1.25M Buy
+20,304
New +$1.27M 0.03% 1236
2024
Q3 		– Sell
-49
Closed -$1.16K – 2018
2024
Q2 		$1.16K Buy
+49
New +$1.18K ﹤0.01% 1277
2022
Q4 		– Sell
-73,334
Closed -$1.52M – 1706
2022
Q3 		$1.52M Sell
73,334
-190,983
-72% -$5.14M 0.04% 982
2022
Q2 		$8.36M Buy
264,317
+192,410
+268% +$11.5M 0.16% 694
2022
Q1 		$7.84M Buy
71,907
+45,443
+172% +$5.24M 0.15% 768
2021
Q4 		$4M Buy
+26,464
New +$6.61M 0.1% 909

Other funds holding UPST

BlackRock
BlackRock New York $5.7T 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 $93.4B 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 $761B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return