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 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 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

Elequin Capital's UPST Position: Q1 2026 in Review

Elequin Capital reduced its Upstart Holdings (UPST) stake by 66% in Q1 2026, selling an estimated $10.9K and leaving 162 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Elequin Capital first reported a position in UPST in Q1 2022 and has held it in 9 quarters since. The position peaked at $24K in Q4 2024. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Elequin Capital held 162 shares of Upstart Holdings worth $4.16K as of Q1 2026.
Elequin Capital sold 311 Upstart Holdings shares in Q1 2026, an estimated $10.9K.
Upstart Holdings made up ﹤0.01% of Elequin Capital's portfolio in Q1 2026, its #396 holding.
Elequin Capital first reported a position in Upstart Holdings in Q1 2022 and has held it in 9 quarters since.
Elequin Capital's Upstart Holdings position peaked at $24K in Q4 2024.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.