Charles Schwab
UPST icon

Charles Schwab’s Upstart Holdings UPST Stock Holding History

Charles Schwab’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 		$27.1M Buy
765,281
+109,263
+17% +$3.37M ﹤0.01% 1651
2026
Q1 		$16.8M Sell
656,018
-89,818
-12% -$3.16M ﹤0.01% 1841
2025
Q4 		$32.6M Buy
745,836
+4,406
+0.6% +$203K 0.01% 1436
2025
Q3 		$37.7M Buy
741,430
+51,308
+7% +$3.61M 0.01% 1333
2025
Q2 		$44.6M Buy
690,122
+32,267
+5% +$1.58M 0.01% 1171
2025
Q1 		$30.3M Buy
657,855
+737
+0.1% +$45.8K 0.01% 1390
2024
Q4 		$40.5M Buy
657,118
+14,242
+2% +$888K 0.01% 1277
2024
Q3 		$25.7M Buy
642,876
+32,052
+5% +$1.07M ﹤0.01% 1555
2024
Q2 		$14.4M Buy
610,824
+28,222
+5% +$681K ﹤0.01% 1856
2024
Q1 		$15.7M Buy
582,602
+9,426
+2% +$279K ﹤0.01% 1749
2023
Q4 		$23.4M Buy
573,176
+17,463
+3% +$532K 0.01% 1492
2023
Q3 		$15.9M Buy
555,713
+21,344
+4% +$858K ﹤0.01% 1645
2023
Q2 		$19.1M Buy
534,369
+160,470
+43% +$3.69M 0.01% 1536
2023
Q1 		$5.94M Buy
373,899
+2,229
+0.6% +$37.5K ﹤0.01% 2127
2022
Q4 		$4.91M Buy
371,670
+8,504
+2% +$164K ﹤0.01% 2220
2022
Q3 		$7.55M Buy
363,166
+73,942
+26% +$1.99M ﹤0.01% 1991
2022
Q2 		$9.15M Buy
289,224
+19,216
+7% +$1.14M ﹤0.01% 1880
2022
Q1 		$29.5M Buy
270,008
+5,960
+2% +$687K 0.01% 1240
2021
Q4 		$40M Buy
264,048
+21,823
+9% +$5.45M 0.01% 1064
2021
Q3 		$76.7M Buy
242,225
+123,345
+104% +$24.3M 0.03% 621
2021
Q2 		$14.8M Buy
118,880
+33,896
+40% +$4.17M ﹤0.01% 1779
2021
Q1 		$11M Buy
+84,984
New +$6.52M ﹤0.01% 1909

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

Charles Schwab's UPST Position: Q2 2026 in Review

Charles Schwab increased its Upstart Holdings (UPST) stake by 17% in Q2 2026, buying an estimated $3.37M and bringing the position to 765,281 shares worth $27.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Charles Schwab first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $76.7M in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Charles Schwab held 765,281 shares of Upstart Holdings worth $27.1M as of Q2 2026.
  • Charles Schwab bought 109,263 Upstart Holdings shares in Q2 2026, an estimated $3.37M.
  • Upstart Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1651 holding.
  • Charles Schwab first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's Upstart Holdings position peaked at $76.7M in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.