CSS LLC’s Upstart Holdings UPST Stock Holding History

CSS LLC’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
2025 Q3	–	Sell	-22,000	Closed	-$1.42M	–	1209
2025 Q2	$1.42M	Buy	22,000 +12,000	+120%	+$588K	0.07%	228
2025 Q1	$460K	Buy	10,000 +3,000	+43%	+$186K	0.03%	502
2024 Q4	$431K	Buy	+7,000	New	+$436K	0.02%	599

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

CSS LLC's UPST Position: Q1 2026 in Review

CSS LLC sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 497 shares — an estimated $21.7K sold.

CSS LLC first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $726K in Q3 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

CSS LLC reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
CSS LLC sold 497 Upstart Holdings shares in Q1 2026, an estimated $21.7K.
CSS LLC first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
CSS LLC's Upstart Holdings position peaked at $726K in Q3 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on CSS LLC's 13F filing for Q1 2026, filed 15 May 2026.