ECM
UPST icon

EMC Capital Management’s Upstart Holdings UPST Stock Holding History

EMC Capital Management’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 		$194K Buy
+6,600
New +$203K 0.08% 31
2025
Q4 		$543K Buy
11,050
+1,200
+12% +$55.3K 0.24% 23
2025
Q3 		$500K Buy
9,850
+1,250
+15% +$87.9K 0.24% 22
2025
Q2 		$556K Buy
8,600
+3,500
+69% +$172K 0.3% 14
2025
Q1 		$239K Hold
5,100
– – 0.14% 121
2024
Q4 		$314K Sell
5,100
-14,900
-75% -$929K 0.18% 90
2024
Q3 		$436K Buy
20,000
+13,700
+217% +$456K 0.29% 50
2024
Q2 		$145K Buy
6,300
+2,000
+47% +$48.3K 0.08% 203
2024
Q1 		$109K Buy
4,300
+600
+16% +$17.7K 0.07% 239
2023
Q4 		$151K Hold
3,700
– – 0.1% 180
2023
Q3 		$106K Buy
+3,700
New +$149K 0.08% 213

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

EMC Capital Management's UPST Position: Q2 2026 in Review

EMC Capital Management opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,600 shares worth $194K. The stake represents 0.08% of the portfolio and ranks #31 among its holdings. This is a return to the name: EMC Capital Management previously reported a position in UPST as recently as Q4 2025.

EMC Capital Management first reported a position in UPST in Q3 2023 and has held it in 11 quarters since. The position peaked at $556K in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • EMC Capital Management held 6,600 shares of Upstart Holdings worth $194K as of Q2 2026.
  • Upstart Holdings was a new EMC Capital Management position in Q2 2026.
  • Upstart Holdings made up 0.08% of EMC Capital Management's portfolio in Q2 2026, its #31 holding.
  • EMC Capital Management first reported a position in Upstart Holdings in Q3 2023 and has held it in 11 quarters since.
  • EMC Capital Management's Upstart Holdings position peaked at $556K in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on EMC Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.