Boothbay Fund Management’s Upstart Holdings UPST Stock Holding History

Boothbay Fund 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	–	Sell	-9,390	Closed	-$330K	–	2498
2025 Q4	$411K	Buy	+9,390	New	+$432K	0.01%	1254
2025 Q3	–	Sell	-13,791	Closed	-$892K	–	2187
2025 Q2	$892K	Buy	+13,791	New	+$676K	0.02%	719
2024 Q4	–	Sell	-17,238	Closed	-$690K	–	1924
2024 Q3	$690K	Buy	+17,238	New	+$573K	0.02%	877
2023 Q2	–	Sell	-13,598	Closed	-$313K	–	2314
2023 Q1	$216K	Buy	+13,598	New	+$229K	﹤0.01%	1693
2022 Q2	–	Sell	-3,000	Closed	-$327K	–	2688
2022 Q1	$327K	Buy	+3,000	New	+$346K	0.01%	1563
2021 Q3	–	Sell	-20,845	Closed	-$2.6M	–	2196
2021 Q2	$2.6M	Buy	+20,845	New	+$2.57M	0.08%	292

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

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

Boothbay Fund Management's UPST Position: Q1 2026 in Review

Boothbay Fund Management sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 9,390 shares — an estimated $330K sold.

Boothbay Fund Management first reported a position in UPST in Q2 2021 and held it in 6 quarters. The position peaked at $2.6M in Q2 2021. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Boothbay Fund Management reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Boothbay Fund Management sold 9,390 Upstart Holdings shares in Q1 2026, an estimated $330K.
Boothbay Fund Management first reported a position in Upstart Holdings in Q2 2021 and held it in 6 quarters.
Boothbay Fund Management's Upstart Holdings position peaked at $2.6M in Q2 2021.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.