Capital Fund Management (CFM)
UPST icon

Capital Fund Management (CFM)’s Upstart Holdings UPST Stock Holding History

Capital Fund Management (CFM)’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 		$28.4M Sell
800,994
-45,785
-5% -$1.41M 0.13% 194
2026
Q1 		$21.7M Buy
846,779
+175,434
+26% +$6.17M 0.1% 286
2025
Q4 		$29.4M Buy
671,345
+109,237
+19% +$5.03M 0.08% 335
2025
Q3 		$28.6M Sell
562,108
-331,986
-37% -$23.4M 0.07% 369
2025
Q2 		$57.8M Buy
894,094
+39,942
+5% +$1.96M 0.16% 175
2025
Q1 		$39.3M Buy
854,152
+765,134
+860% +$47.6M 0.11% 251
2024
Q4 		$5.48M Buy
+89,018
New +$5.55M 0.01% 1031
2024
Q3 		– Sell
-241,029
Closed -$8.02M – 2165
2024
Q2 		$5.69M Buy
241,029
+101,875
+73% +$2.46M 0.02% 893
2024
Q1 		$3.74M Buy
+139,154
New +$4.12M 0.01% 1182
2023
Q3 		– Sell
-47,269
Closed -$1.9M – 2104
2023
Q2 		$1.69M Buy
47,269
+24,269
+106% +$558K 0.01% 1243
2023
Q1 		$365K Buy
+23,000
New +$387K ﹤0.01% 1481
2022
Q2 		– Sell
-38,987
Closed -$2.32M – 1660
2022
Q1 		$4.25M Buy
+38,987
New +$4.49M 0.03% 639

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

Capital Fund Management (CFM)'s UPST Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Upstart Holdings (UPST) stake by 5.4% in Q2 2026, selling an estimated $1.41M and leaving 800,994 shares worth $28.4M. The position accounts for 0.13% of the portfolio, ranked #194.

Capital Fund Management (CFM) first reported a position in UPST in Q1 2022 and has held it in 12 quarters since. The position peaked at $57.8M in Q2 2025. 366 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Capital Fund Management (CFM) held 800,994 shares of Upstart Holdings worth $28.4M as of Q2 2026.
  • Capital Fund Management (CFM) sold 45,785 Upstart Holdings shares in Q2 2026, an estimated $1.41M.
  • Upstart Holdings made up 0.13% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #194 holding.
  • Capital Fund Management (CFM) first reported a position in Upstart Holdings in Q1 2022 and has held it in 12 quarters since.
  • Capital Fund Management (CFM)'s Upstart Holdings position peaked at $57.8M in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.