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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Coatue Management's UPST Position: Q1 2026 in Review

Coatue Management opened a new position in Upstart Holdings (UPST) in Q1 2026: 870,947 shares worth $22.3M. The stake represents 0.08% of the portfolio and ranks #47 among its holdings. This is a return to the name: Coatue Management previously reported a position in UPST as recently as Q3 2025.

Coatue Management first reported a position in UPST in Q2 2022 and has held it in 15 quarters since. The position peaked at $74.7M in Q2 2022. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Coatue Management held 870,947 shares of Upstart Holdings worth $22.3M as of Q1 2026.
Upstart Holdings was a new Coatue Management position in Q1 2026.
Upstart Holdings made up 0.08% of Coatue Management's portfolio in Q1 2026, its #47 holding.
Coatue Management first reported a position in Upstart Holdings in Q2 2022 and has held it in 15 quarters since.
Coatue Management's Upstart Holdings position peaked at $74.7M in Q2 2022.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

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