Barclays

Barclays’s Upstart Holdings UPST Stock Holding History

Barclays’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	$32.6M	Buy	1,272,286 +408,184	+47%	+$14.4M	0.01%	888
2025 Q4	$37.8M	Buy	864,102 +144,692	+20%	+$6.66M	0.02%	913
2025 Q3	$36.5M	Buy	719,410 +135,539	+23%	+$9.54M	0.01%	917
2025 Q2	$37.8M	Sell	583,871 -148,080	-20%	-$7.26M	0.02%	826
2025 Q1	$33.7M	Buy	731,951 +332,326	+83%	+$20.7M	0.02%	807
2024 Q4	$24.6M	Sell	399,625 -810,098	-67%	-$50.5M	0.01%	1008
2024 Q3	$48.4M	Buy	1,209,723 +1,059,914	+708%	+$35.3M	0.02%	685
2024 Q2	$3.53M	Sell	149,809 -420,240	-74%	-$10.1M	﹤0.01%	1749
2024 Q1	$15.3M	Buy	570,049 +148,474	+35%	+$4.39M	0.01%	1138
2023 Q4	$17.2M	Buy	421,575 +275,416	+188%	+$8.39M	0.01%	1131
2023 Q3	$4.17M	Buy	146,159 +41,261	+39%	+$1.66M	﹤0.01%	1434
2023 Q2	$3.76M	Sell	104,898 -382,565	-78%	-$8.8M	﹤0.01%	1513
2023 Q1	$7.75M	Buy	487,463 +197,589	+68%	+$3.32M	0.01%	1284
2022 Q4	$3.83M	Buy	289,874 +63,495	+28%	+$1.23M	﹤0.01%	1809
2022 Q3	$4.71M	Sell	226,379 -14,882	-6%	-$400K	0.01%	1204
2022 Q2	$7.63M	Sell	241,261 -63,555	-21%	-$3.78M	0.01%	1128
2022 Q1	$33.3M	Buy	+304,816	New	+$35.1M	0.03%	532

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