CM
UPST icon

Caption Management’s Upstart Holdings UPST Stock Holding History

Caption Management’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
2025
Q1 		– Sell
-10,500
Closed -$646K – 2063
2024
Q4 		$646K Buy
+10,500
New +$655K 0.01% 1022
2023
Q4 		– Sell
-18,500
Closed -$528K – 1693
2023
Q3 		$528K Buy
+18,500
New +$743K 0.01% 926

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

Caption Management's UPST Position: Q1 2026 in Review

Caption Management increased its Upstart Holdings (UPST) stake by 100% in Q1 2026, buying an estimated $528K and bringing the position to 30,000 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Caption Management first reported a position in UPST in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.44M in Q3 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Caption Management held 30,000 shares of Upstart Holdings worth $770K as of Q1 2026.
  • Caption Management bought 15,000 Upstart Holdings shares in Q1 2026, an estimated $528K.
  • Upstart Holdings made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1097 holding.
  • Caption Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 12 quarters since.
  • Caption Management's Upstart Holdings position peaked at $1.44M in Q3 2021.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.