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Caprock Group’s Upstart Holdings UPST Stock Holding History

Caprock Group’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 		$225K Buy
+6,360
New +$196K ﹤0.01% 1127
2026
Q1 		– Sell
-7,719
Closed -$338K – 1300
2025
Q4 		$338K Buy
7,719
+1,188
+18% +$54.7K 0.01% 954
2025
Q3 		$479K Buy
+6,531
New +$459K 0.01% 820
2022
Q2 		– Sell
-2,094
Closed -$228K – 634
2022
Q1 		$228K Buy
+2,094
New +$241K 0.02% 527

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

Caprock Group's UPST Position: Q2 2026 in Review

Caprock Group opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,360 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings. This is a return to the name: Caprock Group previously reported a position in UPST as recently as Q4 2025.

Caprock Group first reported a position in UPST in Q1 2022 and has held it in 4 quarters since. The position peaked at $479K in Q3 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Caprock Group held 6,360 shares of Upstart Holdings worth $225K as of Q2 2026.
  • Upstart Holdings was a new Caprock Group position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1127 holding.
  • Caprock Group first reported a position in Upstart Holdings in Q1 2022 and has held it in 4 quarters since.
  • Caprock Group's Upstart Holdings position peaked at $479K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.