Fidelity Investments
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Fidelity Investments’s Upstart Holdings UPST Stock Holding History

Fidelity Investments’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 		$378K Buy
14,736
+2,734
+23% +$96.2K ﹤0.01% 3231
2025
Q4 		$525K Sell
12,002
-1,949
-14% -$89.7K ﹤0.01% 3073
2025
Q3 		$709K Buy
13,951
+2,288
+20% +$161K ﹤0.01% 2921
2025
Q2 		$754K Buy
11,663
+3,993
+52% +$196K ﹤0.01% 2821
2025
Q1 		$353K Buy
7,670
+1,407
+22% +$87.5K ﹤0.01% 3026
2024
Q4 		$386K Sell
6,263
-472
-7% -$29.4K ﹤0.01% 3022
2024
Q3 		$269K Buy
6,735
+1,792
+36% +$59.6K ﹤0.01% 3093
2024
Q2 		$117K Sell
4,943
-2,115
-30% -$51K ﹤0.01% 3237
2024
Q1 		$190K Sell
7,058
-6,292
-47% -$186K ﹤0.01% 3051
2023
Q4 		$545K Buy
13,350
+686
+5% +$20.9K ﹤0.01% 2662
2023
Q3 		$361K Sell
12,664
-89
-0.7% -$3.58K ﹤0.01% 2717
2023
Q2 		$457K Sell
12,753
-131,951
-91% -$3.04M ﹤0.01% 2684
2023
Q1 		$2.3M Buy
144,704
+133,871
+1,236% +$2.25M ﹤0.01% 2332
2022
Q4 		$143K Sell
10,833
-5,718
-35% -$110K ﹤0.01% 3100
2022
Q3 		$345K Buy
16,551
+2,495
+18% +$67.1K ﹤0.01% 2892
2022
Q2 		$444K Buy
14,056
+2,682
+24% +$160K ﹤0.01% 2884
2022
Q1 		$1.24M Buy
11,374
+3,688
+48% +$425K ﹤0.01% 2735
2021
Q4 		$1.16M Buy
7,686
+3,566
+87% +$891K ﹤0.01% 2657
2021
Q3 		$1.3M Buy
4,120
+4,086
+12,018% +$806K ﹤0.01% 2652
2021
Q2 		$4K Sell
34
-374,500
-100% -$46.1M ﹤0.01% 3800
2021
Q1 		$48.3M Buy
+374,534
New +$28.7M ﹤0.01% 1415

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
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

Fidelity Investments's UPST Position: Q1 2026 in Review

Fidelity Investments increased its Upstart Holdings (UPST) stake by 23% in Q1 2026, buying an estimated $96.2K and bringing the position to 14,736 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

Fidelity Investments first reported a position in UPST in Q1 2021 and has held it in 21 quarters since. The position peaked at $48.3M in Q1 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Fidelity Investments held 14,736 shares of Upstart Holdings worth $378K as of Q1 2026.
  • Fidelity Investments bought 2,734 Upstart Holdings shares in Q1 2026, an estimated $96.2K.
  • Upstart Holdings made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3231 holding.
  • Fidelity Investments first reported a position in Upstart Holdings in Q1 2021 and has held it in 21 quarters since.
  • Fidelity Investments's Upstart Holdings position peaked at $48.3M in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.