Two Sigma Investments’s Upstart Holdings UPST Stock Holding History

Two Sigma Investments’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	$443K	Sell	12,500 -23,491	-65%	-$724K	﹤0.01%	4244
2026 Q1	$923K	Buy	+35,991	New	+$1.27M	﹤0.01%	3317
2025 Q4	–	Sell	-277,144	Closed	-$12.8M	–	4445
2025 Q3	$14.1M	Sell	277,144 -1,008,008	-78%	-$70.9M	0.02%	794
2025 Q2	$83.1M	Sell	1,285,152 -214,034	-14%	-$10.5M	0.15%	177
2025 Q1	$69M	Sell	1,499,186 -423,584	-22%	-$26.3M	0.15%	163
2024 Q4	$118M	Buy	1,922,770 +321,366	+20%	+$20M	0.26%	88
2024 Q3	$64.1M	Buy	1,601,404 +1,196,561	+296%	+$39.8M	0.14%	177
2024 Q2	$9.55M	Buy	404,843 +367,543	+985%	+$8.87M	0.02%	729
2024 Q1	$1M	Sell	37,300 -1,023,573	-96%	-$30.3M	﹤0.01%	1957
2023 Q4	$43.3M	Buy	1,060,873 +760,573	+253%	+$23.2M	0.1%	253
2023 Q3	$8.57M	Buy	+300,300	New	+$12.1M	0.02%	662
2022 Q1	–	Sell	-696,045	Closed	-$105M	–	4354
2021 Q4	$105M	Sell	696,045 -226	-0%	-$56.5K	0.23%	108
2021 Q3	$220M	Buy	+696,271	New	+$137M	0.49%	19

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

Two Sigma Investments's UPST Position: Q2 2026 in Review

Two Sigma Investments reduced its Upstart Holdings (UPST) stake by 65% in Q2 2026, selling an estimated $724K and leaving 12,500 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #4244.

Two Sigma Investments first reported a position in UPST in Q3 2021 and has held it in 13 quarters since. The position peaked at $220M in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Two Sigma Investments held 12,500 shares of Upstart Holdings worth $443K as of Q2 2026.
Two Sigma Investments sold 23,491 Upstart Holdings shares in Q2 2026, an estimated $724K.
Upstart Holdings made up ﹤0.01% of Two Sigma Investments's portfolio in Q2 2026, its #4244 holding.
Two Sigma Investments first reported a position in Upstart Holdings in Q3 2021 and has held it in 13 quarters since.
Two Sigma Investments's Upstart Holdings position peaked at $220M in Q3 2021.
368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.