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 		$1.03M Sell
29,200
-31,400
-52% -$968K ﹤0.01% 1689
2026
Q1 		$1.55M Sell
60,600
-234,500
-79% -$8.25M 0.01% 1489
2025
Q4 		$12.9M Buy
295,100
+12,100
+4% +$557K 0.04% 693
2025
Q3 		$14.4M Sell
283,000
-14,600
-5% -$1.03M 0.04% 660
2025
Q2 		$19.2M Sell
297,600
-138,200
-32% -$6.78M 0.05% 477
2025
Q1 		$20.1M Buy
435,800
+198,000
+83% +$12.3M 0.06% 445
2024
Q4 		$14.6M Buy
237,800
+82,900
+54% +$5.17M 0.04% 587
2024
Q3 		$6.2M Buy
154,900
+28,400
+22% +$945K 0.02% 923
2024
Q2 		$2.98M Sell
126,500
-156,800
-55% -$3.78M 0.01% 1208
2024
Q1 		$7.62M Sell
283,300
-28,300
-9% -$837K 0.02% 855
2023
Q4 		$12.7M Sell
311,600
-147,900
-32% -$4.5M 0.03% 655
2023
Q3 		$13.1M Buy
459,500
+259,600
+130% +$10.4M 0.05% 501
2023
Q2 		$7.16M Buy
+199,900
New +$4.6M 0.03% 696
2022
Q3 		– Sell
-18,300
Closed -$579K – 1667
2022
Q2 		$579K Sell
18,300
-47,100
-72% -$2.8M 0.01% 1211
2022
Q1 		$7.13M Buy
+65,400
New +$7.54M 0.06% 448

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 $3.38T AUM 44.17% 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. 369 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.
  • 369 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.