Compagnie Lombard Odier SCmA’s Upstart Holdings UPST Stock Holding History

Compagnie Lombard Odier SCmA’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	$46.1K	Buy	+1,300	New	+$40.1K	﹤0.01%	371
2024 Q4	–	Sell	-1,600	Closed	-$64K	–	477
2024 Q3	$64K	Hold	1,600	–	–	﹤0.01%	325
2024 Q2	$37.7K	Hold	1,600	–	–	﹤0.01%	352
2024 Q1	$43K	Hold	1,600	–	–	﹤0.01%	365
2023 Q4	$65.4K	Sell	1,600 -600	-27%	-$18.3K	﹤0.01%	390
2023 Q3	$62.8K	Buy	2,200 +550	+33%	+$22.1K	﹤0.01%	405
2023 Q2	$59.1K	Hold	1,650	–	–	﹤0.01%	402
2023 Q1	$26.2K	Hold	1,650	–	–	﹤0.01%	500
2022 Q4	$22K	Sell	1,650 -140	-8%	-$2.71K	﹤0.01%	563
2022 Q3	$37K	Hold	1,790	–	–	﹤0.01%	492
2022 Q2	$56K	Buy	1,790 +300	+20%	+$17.9K	﹤0.01%	427
2022 Q1	$162K	Hold	1,490	–	–	﹤0.01%	334
2021 Q4	$226K	Buy	1,490 +890	+148%	+$222K	﹤0.01%	346
2021 Q3	$190K	Hold	600	–	–	﹤0.01%	364
2021 Q2	$75K	Buy	+600	New	+$73.8K	﹤0.01%	444

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 $3.38T AUM 44.17% 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

Compagnie Lombard Odier SCmA's UPST Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA opened a new position in Upstart Holdings (UPST) in Q2 2026: 1,300 shares worth $46.1K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Compagnie Lombard Odier SCmA previously reported a position in UPST as recently as Q3 2024.

Compagnie Lombard Odier SCmA first reported a position in UPST in Q2 2021 and has held it in 15 quarters since. The position peaked at $226K in Q4 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Compagnie Lombard Odier SCmA held 1,300 shares of Upstart Holdings worth $46.1K as of Q2 2026.
Upstart Holdings was a new Compagnie Lombard Odier SCmA position in Q2 2026.
Upstart Holdings made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #371 holding.
Compagnie Lombard Odier SCmA first reported a position in Upstart Holdings in Q2 2021 and has held it in 15 quarters since.
Compagnie Lombard Odier SCmA's Upstart Holdings position peaked at $226K in Q4 2021.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.