Walleye Trading’s Upstart Holdings UPST Stock Holding History

Walleye Trading’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	$3.61M	Buy	101,926 +60,688	+147%	+$1.87M	﹤0.01%	1493
2026 Q1	$1.06M	Sell	41,238 -57,732	-58%	-$2.03M	﹤0.01%	2127
2025 Q4	$4.33M	Sell	98,970 -11,722	-11%	-$540K	0.01%	1382
2025 Q3	$5.62M	Buy	110,692 +109,719	+11,276%	+$7.72M	0.01%	1199
2025 Q2	$62.9K	Buy	+973	New	+$47.7K	﹤0.01%	3763
2024 Q4	–	Sell	-5,266	Closed	-$328K	–	4695
2024 Q3	$211K	Sell	5,266 -12,256	-70%	-$408K	﹤0.01%	3032
2024 Q2	$413K	Sell	17,522 -10,179	-37%	-$246K	﹤0.01%	2638
2024 Q1	$745K	Buy	+27,701	New	+$819K	﹤0.01%	2480
2022 Q4	–	Sell	-103,036	Closed	-$1.99M	–	5439
2022 Q3	$2.14M	Buy	103,036 +66,754	+184%	+$1.8M	0.01%	1627
2022 Q2	$1.15M	Buy	36,282 +12,180	+51%	+$725K	﹤0.01%	2094
2022 Q1	$2.63M	Buy	24,102 +9,228	+62%	+$1.06M	0.01%	1468
2021 Q4	$2.25M	Buy	+14,874	New	+$3.72M	0.01%	1536
2021 Q3	–	Sell	-4,032	Closed	-$795K	–	5752
2021 Q2	$504K	Buy	+4,032	New	+$496K	﹤0.01%	2907

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Walleye Trading's UPST Position: Q2 2026 in Review

Walleye Trading increased its Upstart Holdings (UPST) stake by 147% in Q2 2026, buying an estimated $1.87M and bringing the position to 101,926 shares worth $3.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Walleye Trading first reported a position in UPST in Q2 2021 and has held it in 13 quarters since. The position peaked at $5.62M in Q3 2025. 168 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Walleye Trading held 101,926 shares of Upstart Holdings worth $3.61M as of Q2 2026.
Walleye Trading bought 60,688 Upstart Holdings shares in Q2 2026, an estimated $1.87M.
Upstart Holdings made up ﹤0.01% of Walleye Trading's portfolio in Q2 2026, its #1493 holding.
Walleye Trading first reported a position in Upstart Holdings in Q2 2021 and has held it in 13 quarters since.
Walleye Trading's Upstart Holdings position peaked at $5.62M in Q3 2025.
168 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Walleye Trading's 13F filing for Q2 2026, filed 3 Aug 2026.