XTX Topco’s Upstart Holdings UPST Stock Holding History

XTX Topco’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	-30,520	Closed	-$1.33M	–	4419
2025 Q4	$1.33M	Buy	30,520 +20,046	+191%	+$923K	0.04%	825
2025 Q3	$532K	Buy	+10,474	New	+$737K	0.03%	1021
2025 Q2	–	Sell	-4,532	Closed	-$209K	–	3208
2025 Q1	$209K	Sell	4,532 -5,922	-57%	-$368K	0.01%	1673
2024 Q4	$644K	Sell	10,454 -223	-2%	-$13.9K	0.05%	560
2024 Q3	$427K	Buy	+10,677	New	+$355K	0.03%	923
2024 Q2	–	Sell	-10,663	Closed	-$287K	–	2494
2024 Q1	$287K	Buy	+10,663	New	+$315K	0.04%	898
2023 Q2	–	Sell	-16,928	Closed	-$269K	–	1869
2023 Q1	$269K	Sell	16,928 -77,234	-82%	-$1.3M	0.06%	740
2022 Q4	$1.24M	Buy	94,162 +57,625	+158%	+$1.11M	0.26%	52
2022 Q3	$760K	Buy	+36,537	New	+$983K	0.19%	96
2022 Q1	–	Sell	-3,102	Closed	-$469K	–	965
2021 Q4	$469K	Buy	+3,102	New	+$775K	0.27%	83
2021 Q3	–	Sell	-2,004	Closed	-$250K	–	1079
2021 Q2	$250K	Buy	+2,004	New	+$247K	0.08%	458

Other funds holding UPST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return