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Elequin Capital’s Upstart Holdings UPST Stock Holding History

Elequin Capital’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 		$567 Sell
16
-146
-90% -$4.5K ﹤0.01% 602
2026
Q1 		$4.16K Sell
162
-311
-66% -$10.9K ﹤0.01% 396
2025
Q4 		$20.7K Buy
+473
New +$21.8K ﹤0.01% 187
2025
Q1 		– Sell
-390
Closed -$24K – 638
2024
Q4 		$24K Buy
390
+123
+46% +$7.67K ﹤0.01% 231
2024
Q3 		$10.7K Buy
+267
New +$8.88K ﹤0.01% 233
2024
Q2 		– Sell
-1
Closed -$27 – 357
2024
Q1 		$27 Buy
+1
New +$30 ﹤0.01% 238
2023
Q3 		– Sell
-38
Closed -$1.36K – 611
2023
Q2 		$1.36K Buy
+38
New +$874 ﹤0.01% 466
2022
Q4 		– Sell
-35
Closed -$1K – 730
2022
Q3 		$1K Buy
35
+17
+94% +$457 ﹤0.01% 530
2022
Q2 		$1K Sell
18
-72
-80% -$4.29K ﹤0.01% 377
2022
Q1 		$10K Buy
+90
New +$10.4K ﹤0.01% 166

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

Elequin Capital's UPST Position: Q2 2026 in Review

Elequin Capital reduced its Upstart Holdings (UPST) stake by 90% in Q2 2026, selling an estimated $4.5K and leaving 16 shares worth $567. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Elequin Capital first reported a position in UPST in Q1 2022 and has held it in 10 quarters since. The position peaked at $24K in Q4 2024. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Elequin Capital held 16 shares of Upstart Holdings worth $567 as of Q2 2026.
  • Elequin Capital sold 146 Upstart Holdings shares in Q2 2026, an estimated $4.5K.
  • Upstart Holdings made up ﹤0.01% of Elequin Capital's portfolio in Q2 2026, its #602 holding.
  • Elequin Capital first reported a position in Upstart Holdings in Q1 2022 and has held it in 10 quarters since.
  • Elequin Capital's Upstart Holdings position peaked at $24K in Q4 2024.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.