Coatue Management’s Upstart Holdings UPST Stock Holding History

Coatue 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
2026 Q2	$30.9M	Hold	870,947	–	–	0.06%	46
2026 Q1	$22.3M	Buy	+870,947	New	+$30.6M	0.08%	47
2025 Q4	–	Sell	-870,947	Closed	-$44.2M	–	79
2025 Q3	$44.2M	Hold	870,947	–	–	0.11%	53
2025 Q2	$56.3M	Hold	870,947	–	–	0.16%	45
2025 Q1	$40.1M	Buy	870,947 +521,887	+150%	+$32.4M	0.18%	42
2024 Q4	$21.5M	Sell	349,060 -521,887	-60%	-$32.5M	0.07%	54
2024 Q3	$34.8M	Hold	870,947	–	–	0.13%	53
2024 Q2	$20.5M	Hold	870,947	–	–	0.08%	52
2024 Q1	$23.4M	Buy	870,947 +186,155	+27%	+$5.51M	0.09%	63
2023 Q4	$28M	Sell	684,792 -980,051	-59%	-$29.8M	0.12%	69
2023 Q3	$47.5M	Hold	1,664,843	–	–	0.24%	42
2023 Q2	$59.6M	Hold	1,664,843	–	–	0.29%	37
2023 Q1	$26.5M	Buy	1,664,843 +832,422	+100%	+$14M	0.18%	45
2022 Q4	$11M	Sell	832,421 -832,422	-50%	-$16.1M	0.12%	55
2022 Q3	$34.6M	Sell	1,664,843 -697,447	-30%	-$18.8M	0.4%	49
2022 Q2	$74.7M	Buy	+2,362,290	New	+$141M	0.9%	29

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Coatue Management's UPST Position: Q2 2026 in Review

Coatue Management held its Upstart Holdings (UPST) position steady in Q2 2026 at 870,947 shares worth $30.9M. The position accounts for 0.06% of the portfolio, ranked #46.

Coatue Management first reported a position in UPST in Q2 2022 and has held it in 16 quarters since. The position peaked at $74.7M in Q2 2022. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Coatue Management held 870,947 shares of Upstart Holdings worth $30.9M as of Q2 2026.
Coatue Management left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up 0.06% of Coatue Management's portfolio in Q2 2026, its #46 holding.
Coatue Management first reported a position in Upstart Holdings in Q2 2022 and has held it in 16 quarters since.
Coatue Management's Upstart Holdings position peaked at $74.7M in Q2 2022.
368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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