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
2025
Q3 		– Sell
-61,700
Closed -$3.99M – 1854
2025
Q2 		$3.99M Buy
+61,700
New +$3.03M 0.01% 1082
2025
Q1 		– Sell
-22,600
Closed -$1.39M – 1941
2024
Q4 		$1.39M Buy
+22,600
New +$1.41M ﹤0.01% 1220
2022
Q3 		– Sell
-17,900
Closed -$566K – 1718
2022
Q2 		$566K Sell
17,900
-7,700
-30% -$459K ﹤0.01% 1277
2022
Q1 		$2.79M Buy
25,600
+7,700
+43% +$887K ﹤0.01% 1087
2021
Q4 		$2.71M Buy
+17,900
New +$4.47M 0.01% 1027

Other funds holding UPST

BlackRock
BlackRock New York $5.72T 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 $100B 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 $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Twin Tree Management's UPST Position: Q1 2026 in Review

Twin Tree Management sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 31,817 shares — an estimated $1.39M sold.

Twin Tree Management first reported a position in UPST in Q4 2021 and held it in 10 quarters. The position peaked at $8.55M in Q2 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Twin Tree Management reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Twin Tree Management sold 31,817 Upstart Holdings shares in Q1 2026, an estimated $1.39M.
  • Twin Tree Management first reported a position in Upstart Holdings in Q4 2021 and held it in 10 quarters.
  • Twin Tree Management's Upstart Holdings position peaked at $8.55M in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.