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FORA Capital’s Upstart Holdings UPST Stock Holding History

FORA 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 		$203K Buy
+5,716
New +$176K 0.01% 335
2024
Q4 		– Sell
-5,049
Closed -$202K – 598
2024
Q3 		$202K Buy
+5,049
New +$168K 0.02% 407
2024
Q1 		– Sell
-115,740
Closed -$4.73M – 577
2023
Q4 		$4.73M Buy
+115,740
New +$3.52M 0.41% 76
2022
Q2 		– Sell
-34,106
Closed -$3.89M – 695
2022
Q1 		$3.89M Buy
34,106
+18,505
+119% +$2.13M 0.7% 24
2021
Q4 		$2.36M Buy
+15,601
New +$3.9M 0.92% 17

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

FORA Capital's UPST Position: Q2 2026 in Review

FORA Capital opened a new position in Upstart Holdings (UPST) in Q2 2026: 5,716 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: FORA Capital previously reported a position in UPST as recently as Q3 2024.

FORA Capital first reported a position in UPST in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.73M in Q4 2023. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • FORA Capital held 5,716 shares of Upstart Holdings worth $203K as of Q2 2026.
  • Upstart Holdings was a new FORA Capital position in Q2 2026.
  • Upstart Holdings made up 0.01% of FORA Capital's portfolio in Q2 2026, its #335 holding.
  • FORA Capital first reported a position in Upstart Holdings in Q4 2021 and has held it in 5 quarters since.
  • FORA Capital's Upstart Holdings position peaked at $4.73M in Q4 2023.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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