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
Q3 		$24.4M Buy
1,063,257
+356,709
+50% +$10.2M ﹤0.01% 1806
2026
Q2 		$25M Buy
706,548
+691,812
+4,695% +$21.3M ﹤0.01% 1799
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 		$344K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments's UPST Position: Q3 2026 in Review

Fidelity Investments increased its Upstart Holdings (UPST) stake by 50% in Q3 2026, buying an estimated $10.2M and bringing the position to 1,063,257 shares worth $24.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Fidelity Investments first reported a position in UPST in Q1 2021 and has held it in 23 quarters since. The position peaked at $48.3M in Q1 2021. 179 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Fidelity Investments held 1,063,257 shares of Upstart Holdings worth $24.4M as of Q3 2026.
  • Fidelity Investments bought 356,709 Upstart Holdings shares in Q3 2026, an estimated $10.2M.
  • Upstart Holdings made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #1806 holding.
  • Fidelity Investments first reported a position in Upstart Holdings in Q1 2021 and has held it in 23 quarters since.
  • Fidelity Investments's Upstart Holdings position peaked at $48.3M in Q1 2021.
  • 179 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.