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
Q1 		$2.24M Sell
87,300
-331,000
-79% -$11.6M 0.01% 1302
2025
Q4 		$18.3M Buy
418,300
+147,900
+55% +$6.81M 0.05% 529
2025
Q3 		$13.7M Sell
270,400
-9,900
-4% -$696K 0.04% 675
2025
Q2 		$18.1M Sell
280,300
-48,700
-15% -$2.39M 0.05% 502
2025
Q1 		$15.1M Buy
329,000
+49,700
+18% +$3.09M 0.04% 530
2024
Q4 		$17.2M Sell
279,300
-86,600
-24% -$5.4M 0.04% 531
2024
Q3 		$14.6M Sell
365,900
-509,200
-58% -$16.9M 0.04% 575
2024
Q2 		$20.6M Buy
875,100
+133,500
+18% +$3.22M 0.06% 411
2024
Q1 		$19.9M Sell
741,600
-9,100
-1% -$269K 0.06% 454
2023
Q4 		$30.7M Buy
750,700
+156,600
+26% +$4.77M 0.08% 325
2023
Q3 		$17M Buy
594,100
+278,300
+88% +$11.2M 0.06% 415
2023
Q2 		$11.3M Buy
+315,800
New +$7.26M 0.05% 520
2023
Q1 		– Sell
-18,400
Closed -$243K – 1740
2022
Q4 		$243K Sell
18,400
-10,600
-37% -$205K ﹤0.01% 1345
2022
Q3 		$603K Sell
29,000
-26,900
-48% -$723K ﹤0.01% 1233
2022
Q2 		$1.77M Buy
55,900
+40,300
+258% +$2.4M 0.02% 879
2022
Q1 		$1.7M Buy
+15,600
New +$1.8M 0.01% 1015

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

Capital Fund Management (CFM)'s UPST Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Upstart Holdings (UPST) stake by 26% in Q1 2026, buying an estimated $6.17M and bringing the position to 846,779 shares worth $21.7M. The position accounts for 0.1% of the portfolio, ranked #286.

Capital Fund Management (CFM) first reported a position in UPST in Q1 2022 and has held it in 11 quarters since. The position peaked at $57.8M in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Capital Fund Management (CFM) held 846,779 shares of Upstart Holdings worth $21.7M as of Q1 2026.
  • Capital Fund Management (CFM) bought 175,434 Upstart Holdings shares in Q1 2026, an estimated $6.17M.
  • Upstart Holdings made up 0.1% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #286 holding.
  • Capital Fund Management (CFM) first reported a position in Upstart Holdings in Q1 2022 and has held it in 11 quarters since.
  • Capital Fund Management (CFM)'s Upstart Holdings position peaked at $57.8M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.