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Bayforest Capital’s Upstart Holdings UPST Stock Holding History

Bayforest Capital’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
-562
Closed -$24.6K – 1087
2025
Q4 		$24.6K Buy
+562
New +$25.9K 0.02% 665
2025
Q2 		– Sell
-9,081
Closed -$418K – 916
2025
Q1 		$418K Buy
9,081
+3,118
+52% +$194K 0.18% 199
2024
Q4 		$367K Buy
+5,963
New +$372K 0.46% 15

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Bayforest Capital's UPST Position: Q1 2026 in Review

Bayforest Capital sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 562 shares — an estimated $24.6K sold.

Bayforest Capital first reported a position in UPST in Q4 2024 and held it in 3 quarters. The position peaked at $418K in Q1 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Bayforest Capital reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Bayforest Capital sold 562 Upstart Holdings shares in Q1 2026, an estimated $24.6K.
  • Bayforest Capital first reported a position in Upstart Holdings in Q4 2024 and held it in 3 quarters.
  • Bayforest Capital's Upstart Holdings position peaked at $418K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.