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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
2023
Q4 		– Sell
-100,000
Closed -$2.85M – 2012
2023
Q3 		$2.85M Sell
100,000
-75,000
-43% -$3.01M 0.07% 377
2023
Q2 		$6.27M Buy
+175,000
New +$4.03M 0.14% 168

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

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.