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Winton Group’s Upstart Holdings UPST Stock Holding History

Winton Group’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 		$659K Sell
18,600
-57,300
-75% -$1.77M 0.02% 621
2026
Q1 		$1.95M Buy
+75,900
New +$2.67M 0.07% 337
2024
Q3 		– Sell
-35,661
Closed -$841K – 773
2024
Q2 		$841K Buy
+35,661
New +$861K 0.06% 356

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

Winton Group's UPST Position: Q2 2026 in Review

Winton Group reduced its Upstart Holdings (UPST) stake by 75% in Q2 2026, selling an estimated $1.77M and leaving 18,600 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #621.

Winton Group first reported a position in UPST in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.95M in Q1 2026. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Winton Group held 18,600 shares of Upstart Holdings worth $659K as of Q2 2026.
  • Winton Group sold 57,300 Upstart Holdings shares in Q2 2026, an estimated $1.77M.
  • Upstart Holdings made up 0.02% of Winton Group's portfolio in Q2 2026, its #621 holding.
  • Winton Group first reported a position in Upstart Holdings in Q2 2024 and has held it in 3 quarters since.
  • Winton Group's Upstart Holdings position peaked at $1.95M in Q1 2026.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.