Fairbanks Capital Management’s Upstart Holdings UPST Stock Holding History

Fairbanks 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	$454K	Hold	12,800	–	–	0.27%	43
2026 Q1	$328K	Hold	12,800	–	–	0.21%	49
2025 Q4	$560K	Buy	12,800 +2,000	+19%	+$92.1K	0.31%	47
2025 Q3	$549K	Hold	10,800	–	–	0.3%	46
2025 Q2	$699K	Sell	10,800 -1,000	-8%	-$49K	0.4%	42
2025 Q1	$543K	Buy	+11,800	New	+$734K	0.35%	45
2023 Q2	–	Sell	-37,100	Closed	-$590K	–	55
2023 Q1	$590K	Buy	37,100 +15,100	+69%	+$254K	0.47%	46
2022 Q4	$291K	Buy	+22,000	New	+$425K	0.26%	48

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Fairbanks Capital Management held its Upstart Holdings (UPST) position steady in Q2 2026 at 12,800 shares worth $454K. The position accounts for 0.27% of the portfolio, ranked #43.

Fairbanks Capital Management first reported a position in UPST in Q4 2022 and has held it in 8 quarters since. The position peaked at $699K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Fairbanks Capital Management held 12,800 shares of Upstart Holdings worth $454K as of Q2 2026.
Fairbanks Capital Management left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up 0.27% of Fairbanks Capital Management's portfolio in Q2 2026, its #43 holding.
Fairbanks Capital Management first reported a position in Upstart Holdings in Q4 2022 and has held it in 8 quarters since.
Fairbanks Capital Management's Upstart Holdings position peaked at $699K in Q2 2025.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Fairbanks Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.