Daiwa Securities Group
UPST icon

Daiwa Securities Group’s Upstart Holdings UPST Stock Holding History

Daiwa Securities Group’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 		– Sell
-1,372
Closed -$60K – 1436
2025
Q4 		$60K Buy
1,372
+397
+41% +$18.3K ﹤0.01% 1094
2025
Q3 		$50K Sell
975
-93
-9% -$6.54K ﹤0.01% 1096
2025
Q2 		$69K Buy
1,068
+241
+29% +$11.8K ﹤0.01% 1023
2025
Q1 		$38K Sell
827
-30
-4% -$1.86K ﹤0.01% 1038
2024
Q4 		$53K Sell
857
-1,695
-66% -$106K ﹤0.01% 1061
2024
Q3 		$102K Sell
2,552
-105
-4% -$3.49K ﹤0.01% 1009
2024
Q2 		$63K Buy
2,657
+409
+18% +$9.87K ﹤0.01% 1073
2024
Q1 		$60K Sell
2,248
-147
-6% -$4.35K ﹤0.01% 1095
2023
Q4 		$98K Sell
2,395
-570
-19% -$17.4K ﹤0.01% 1016
2023
Q3 		$85K Hold
2,965
– – ﹤0.01% 1029
2023
Q2 		$106K Buy
+2,965
New +$68.2K ﹤0.01% 994
2022
Q3 		– Sell
-3,000
Closed -$95K – 1400
2022
Q2 		$95K Buy
3,000
+1,200
+67% +$71.5K ﹤0.01% 1030
2022
Q1 		$196K Buy
1,800
+800
+80% +$92.2K ﹤0.01% 972
2021
Q4 		$151K Buy
+1,000
New +$250K ﹤0.01% 983

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
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

Daiwa Securities Group's UPST Position: Q1 2026 in Review

Daiwa Securities Group sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 1,372 shares — an estimated $60K sold.

Daiwa Securities Group first reported a position in UPST in Q4 2021 and held it in 14 quarters. The position peaked at $196K in Q1 2022. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Daiwa Securities Group reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Daiwa Securities Group sold 1,372 Upstart Holdings shares in Q1 2026, an estimated $60K.
  • Daiwa Securities Group first reported a position in Upstart Holdings in Q4 2021 and held it in 14 quarters.
  • Daiwa Securities Group's Upstart Holdings position peaked at $196K in Q1 2022.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.