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Fairscale Capital’s Upstart Holdings UPST Stock Holding History

Fairscale 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 		$425 Hold
12
– – ﹤0.01% 426
2026
Q1 		$308 Hold
12
– – ﹤0.01% 422
2025
Q4 		$525 Hold
12
– – ﹤0.01% 407
2025
Q3 		$610 Hold
12
– – ﹤0.01% 425
2025
Q2 		$981 Sell
12
-4
-25% -$196 ﹤0.01% 414
2025
Q1 		$736 Hold
16
– – ﹤0.01% 331
2024
Q4 		$985 Hold
16
– – ﹤0.01% 331
2024
Q3 		$640 Hold
16
– – ﹤0.01% 334
2024
Q2 		$511 Buy
+16
New +$386 ﹤0.01% 347

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

Fairscale Capital's UPST Position: Q2 2026 in Review

Fairscale Capital held its Upstart Holdings (UPST) position steady in Q2 2026 at 12 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Fairscale Capital first reported a position in UPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $985 in Q4 2024. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Fairscale Capital held 12 shares of Upstart Holdings worth $425 as of Q2 2026.
  • Fairscale Capital left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Fairscale Capital's portfolio in Q2 2026, its #426 holding.
  • Fairscale Capital first reported a position in Upstart Holdings in Q2 2024 and has held it in 9 quarters since.
  • Fairscale Capital's Upstart Holdings position peaked at $985 in Q4 2024.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.