Barclays
UPST icon

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
2025
Q3 		– Sell
-50,100
Closed -$3.24M – 5741
2025
Q2 		$3.24M Sell
50,100
-62,400
-55% -$3.06M ﹤0.01% 2476
2025
Q1 		$5.18M Sell
112,500
-534,200
-83% -$33.2M ﹤0.01% 1882
2024
Q4 		$39.8M Buy
646,700
+45,000
+7% +$2.81M 0.01% 770
2024
Q3 		$24.1M Sell
601,700
-172,900
-22% -$5.75M 0.01% 973
2024
Q2 		$18.3M Buy
774,600
+662,900
+593% +$16M 0.01% 970
2024
Q1 		$3M Buy
111,700
+86,700
+347% +$2.56M ﹤0.01% 2231
2023
Q4 		$1.02M Sell
25,000
-25,000
-50% -$761K ﹤0.01% 3419
2023
Q3 		$1.43M Buy
+50,000
New +$2.01M ﹤0.01% 2100
2022
Q4 		– Sell
-279,000
Closed -$5.8M – 5380
2022
Q3 		$5.8M Buy
279,000
+219,000
+365% +$5.89M 0.01% 1074
2022
Q2 		$1.9M Sell
60,000
-162,000
-73% -$9.6M ﹤0.01% 1889
2022
Q1 		$24.2M Buy
+222,000
New +$25.6M 0.02% 619

Other funds holding UPST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays's UPST Position: Q3 2026 in Review

Barclays reduced its Upstart Holdings (UPST) stake by 20% in Q3 2026, selling an estimated $6.52M and leaving 901,244 shares worth $20.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Barclays first reported a position in UPST in Q1 2022 and has held it in 19 quarters since. The position peaked at $48.4M in Q3 2024. 182 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Barclays held 901,244 shares of Upstart Holdings worth $20.7M as of Q3 2026.
  • Barclays sold 227,731 Upstart Holdings shares in Q3 2026, an estimated $6.52M.
  • Upstart Holdings made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #1229 holding.
  • Barclays first reported a position in Upstart Holdings in Q1 2022 and has held it in 19 quarters since.
  • Barclays's Upstart Holdings position peaked at $48.4M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.