Dynamic Technology Lab’s Upstart Holdings UPST Stock Holding History

Dynamic Technology Lab’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	-8,622	Closed	-$377K	–	1185
2025 Q4	$377K	Buy	+8,622	New	+$397K	0.09%	398
2025 Q3	–	Sell	-4,332	Closed	-$280K	–	1235
2025 Q2	$280K	Buy	+4,332	New	+$212K	0.04%	709
2025 Q1	–	Sell	-16,640	Closed	-$1.02M	–	1376
2024 Q4	$1.02M	Buy	+16,640	New	+$1.04M	0.16%	197

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

Dynamic Technology Lab's UPST Position: Q1 2026 in Review

Dynamic Technology Lab sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 8,622 shares — an estimated $377K sold.

Dynamic Technology Lab first reported a position in UPST in Q4 2024 and held it in 3 quarters. The position peaked at $1.02M in Q4 2024. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Dynamic Technology Lab reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Dynamic Technology Lab sold 8,622 Upstart Holdings shares in Q1 2026, an estimated $377K.
Dynamic Technology Lab first reported a position in Upstart Holdings in Q4 2024 and held it in 3 quarters.
Dynamic Technology Lab's Upstart Holdings position peaked at $1.02M in Q4 2024.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.