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Evergreen Capital Management’s Upstart Holdings UPST Stock Holding History

Evergreen 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
Q1 		– Sell
-5,550
Closed -$243K – 1618
2025
Q4 		$243K Buy
+5,550
New +$256K 0.01% 1184

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VPM
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Marshall Wace
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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

Evergreen Capital Management's UPST Position: Q1 2026 in Review

Evergreen Capital Management sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 5,550 shares — an estimated $243K sold.

Evergreen Capital Management first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Evergreen Capital Management reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 5,550 Upstart Holdings shares in Q1 2026, an estimated $243K.
  • Evergreen Capital Management first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Upstart Holdings position peaked at $243K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.