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Caitong International Asset Management’s Upstart Holdings UPST Stock Holding History

Caitong International Asset 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
Q2 		$48.7K Sell
1,374
-4,951
-78% -$153K 0.01% 725
2026
Q1 		$162K Buy
6,325
+3,450
+120% +$121K 0.03% 441
2025
Q4 		$126K Sell
2,875
-16,758
-85% -$772K 0.03% 340
2025
Q3 		$997K Buy
+19,633
New +$1.38M 0.69% 18
2025
Q1 		– Sell
-943
Closed -$58.1K – 2542
2024
Q4 		$58.1K Buy
+943
New +$58.8K 0.06% 418

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
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

Caitong International Asset Management's UPST Position: Q2 2026 in Review

Caitong International Asset Management reduced its Upstart Holdings (UPST) stake by 78% in Q2 2026, selling an estimated $153K and leaving 1,374 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #725.

Caitong International Asset Management first reported a position in UPST in Q4 2024 and has held it in 5 quarters since. The position peaked at $997K in Q3 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Caitong International Asset Management held 1,374 shares of Upstart Holdings worth $48.7K as of Q2 2026.
  • Caitong International Asset Management sold 4,951 Upstart Holdings shares in Q2 2026, an estimated $153K.
  • Upstart Holdings made up 0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #725 holding.
  • Caitong International Asset Management first reported a position in Upstart Holdings in Q4 2024 and has held it in 5 quarters since.
  • Caitong International Asset Management's Upstart Holdings position peaked at $997K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.