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Anfield Capital Management’s Upstart Holdings UPST Stock Holding History

Anfield Capital 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
2026
Q1 		$36.3K Hold
1,416
– – 0.01% 286
2025
Q4 		$61.9K Hold
1,416
– – 0.02% 159
2025
Q3 		$71.9K Hold
1,416
– – 0.02% 154
2025
Q2 		$91.6K Hold
1,416
– – 0.03% 123
2025
Q1 		$65.2K Hold
1,416
– – 0.02% 126
2024
Q4 		$87.2K Hold
1,416
– – 0.03% 101
2024
Q3 		$56.7K Hold
1,416
– – 0.02% 127
2024
Q2 		$33.4K Buy
+1,416
New +$34.2K 0.02% 135

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Anfield Capital Management's UPST Position: Q1 2026 in Review

Anfield Capital Management held its Upstart Holdings (UPST) position steady in Q1 2026 at 1,416 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #286.

Anfield Capital Management first reported a position in UPST in Q2 2024 and has held it in 8 quarters since. The position peaked at $91.6K in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Anfield Capital Management held 1,416 shares of Upstart Holdings worth $36.3K as of Q1 2026.
  • Anfield Capital Management left its Upstart Holdings share count unchanged in Q1 2026.
  • Upstart Holdings made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #286 holding.
  • Anfield Capital Management first reported a position in Upstart Holdings in Q2 2024 and has held it in 8 quarters since.
  • Anfield Capital Management's Upstart Holdings position peaked at $91.6K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.