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Brooklyn Investment Group’s Upstart Holdings UPST Stock Holding History

Brooklyn Investment Group’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 		$522K Buy
+20,339
New +$716K 0.02% 987
2025
Q3 		– Sell
-68
Closed -$4.4K – 2576
2025
Q2 		$4.4K Buy
68
+18
+36% +$883 ﹤0.01% 2531
2025
Q1 		$2.3K Hold
50
– – ﹤0.01% 2122
2024
Q4 		$3.08K Buy
+50
New +$3.12K ﹤0.01% 1351

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Brooklyn Investment Group's UPST Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Upstart Holdings (UPST) in Q1 2026: 20,339 shares worth $522K. The stake represents 0.02% of the portfolio and ranks #987 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in UPST as recently as Q2 2025.

Brooklyn Investment Group first reported a position in UPST in Q4 2024 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Brooklyn Investment Group held 20,339 shares of Upstart Holdings worth $522K as of Q1 2026.
  • Upstart Holdings was a new Brooklyn Investment Group position in Q1 2026.
  • Upstart Holdings made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #987 holding.
  • Brooklyn Investment Group first reported a position in Upstart Holdings in Q4 2024 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.