CAL
UPST icon

Capital Advisors Ltd’s Upstart Holdings UPST Stock Holding History

Capital Advisors Ltd’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
-5
Closed – – 1608
2025
Q4 		$0 Buy
+5
New +$230 ﹤0.01% 1584
2025
Q2 		– Sell
-3
Closed – – 1637
2025
Q1 		$0 Hold
3
– – ﹤0.01% 1592
2024
Q4 		$0 Hold
3
– – ﹤0.01% 1588
2024
Q3 		$0 Buy
+3
New +$100 ﹤0.01% 1621
2022
Q4 		– Sell
-4
Closed – – 1661
2022
Q3 		$0 Sell
4
-11
-73% -$296 ﹤0.01% 1539
2022
Q2 		$0 Buy
+15
New +$893 ﹤0.01% 1336
2022
Q1 		– Sell
-1
Closed – – 1213
2021
Q4 		$0 Buy
+1
New +$250 ﹤0.01% 943

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

Capital Advisors Ltd's UPST Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 5 shares.

Capital Advisors Ltd first reported a position in UPST in Q4 2021 and held it in 7 quarters. The position peaked at $0 in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 5 Upstart Holdings shares in Q1 2026.
  • Capital Advisors Ltd first reported a position in Upstart Holdings in Q4 2021 and held it in 7 quarters.
  • Capital Advisors Ltd's Upstart Holdings position peaked at $0 in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.