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Flagship Harbor Advisors’s Upstart Holdings UPST Stock Holding History

Flagship Harbor Advisors’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
-1,851
Closed -$80.9K – 2110
2025
Q4 		$80.9K Buy
+1,851
New +$85.2K ﹤0.01% 925
2025
Q3 		– Sell
-3,555
Closed -$230K – 837
2025
Q2 		$230K Buy
+3,555
New +$174K 0.01% 687
2022
Q2 		– Sell
-3,538
Closed -$386K – 646
2022
Q1 		$386K Buy
3,538
+1,533
+76% +$177K 0.04% 419
2021
Q4 		$303K Buy
+2,005
New +$501K 0.03% 494

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Flagship Harbor Advisors's UPST Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 1,851 shares — an estimated $80.9K sold.

Flagship Harbor Advisors first reported a position in UPST in Q4 2021 and held it in 4 quarters. The position peaked at $386K in Q1 2022. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,851 Upstart Holdings shares in Q1 2026, an estimated $80.9K.
  • Flagship Harbor Advisors first reported a position in Upstart Holdings in Q4 2021 and held it in 4 quarters.
  • Flagship Harbor Advisors's Upstart Holdings position peaked at $386K in Q1 2022.
  • 340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.