CM
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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 $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

Caption Management's UPST Position: Q2 2026 in Review

Caption Management reduced its Upstart Holdings (UPST) stake by 17% in Q2 2026, selling an estimated $154K and leaving 25,000 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Caption Management first reported a position in UPST in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.44M in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Caption Management held 25,000 shares of Upstart Holdings worth $886K as of Q2 2026.
  • Caption Management sold 5,000 Upstart Holdings shares in Q2 2026, an estimated $154K.
  • Upstart Holdings made up ﹤0.01% of Caption Management's portfolio in Q2 2026, its #1172 holding.
  • Caption Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 13 quarters since.
  • Caption Management's Upstart Holdings position peaked at $1.44M in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.