Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Upstart Holdings UPST Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		– Sell
-180,606
Closed -$4.63M – 1801
2026
Q1 		$4.63M Sell
180,606
-670,233
-79% -$23.6M 0.01% 703
2025
Q4 		$37.2M Sell
850,839
-121,017
-12% -$5.57M 0.1% 175
2025
Q3 		$49.4M Buy
971,856
+232,595
+31% +$16.4M 0.16% 132
2025
Q2 		$47.8M Buy
739,261
+62,212
+9% +$3.05M 0.17% 110
2025
Q1 		$31.2M Buy
677,049
+221,881
+49% +$13.8M 0.14% 129
2024
Q4 		$28M Sell
455,168
-270,414
-37% -$16.9M 0.13% 129
2024
Q3 		$29M Buy
725,582
+282,481
+64% +$9.4M 0.14% 120
2024
Q2 		$10.5M Buy
443,101
+266,985
+152% +$6.44M 0.04% 269
2024
Q1 		$4.74M Buy
176,116
+115,273
+189% +$3.41M 0.02% 443
2023
Q4 		$2.49M Sell
60,843
-18,407
-23% -$560K 0.01% 613
2023
Q3 		$2.26M Buy
79,250
+21,668
+38% +$871K 0.01% 584
2023
Q2 		$2.06M Buy
+57,582
New +$1.32M 0.01% 605

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

Connor, Clark & Lunn Investment Management (CC&L)'s UPST Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 180,606 shares — an estimated $4.63M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UPST in Q2 2023 and held it in 12 quarters. The position peaked at $49.4M in Q3 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 180,606 Upstart Holdings shares in Q2 2026, an estimated $4.63M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Upstart Holdings in Q2 2023 and held it in 12 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Upstart Holdings position peaked at $49.4M in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.