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Fox Run Management’s Upstart Holdings UPST Stock Holding History

Fox Run Management’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 		$304K Buy
+8,575
New +$264K 0.05% 667
2025
Q4 		– Sell
-14,388
Closed -$731K – 1284
2025
Q3 		$731K Sell
14,388
-7,820
-35% -$550K 0.11% 333
2025
Q2 		$1.44M Sell
22,208
-27,476
-55% -$1.35M 0.24% 88
2025
Q1 		$2.29M Buy
49,684
+44,508
+860% +$2.77M 0.35% 20
2024
Q4 		$319K Buy
+5,176
New +$323K 0.06% 609

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

Fox Run Management's UPST Position: Q2 2026 in Review

Fox Run Management opened a new position in Upstart Holdings (UPST) in Q2 2026: 8,575 shares worth $304K. The stake represents 0.05% of the portfolio and ranks #667 among its holdings. This is a return to the name: Fox Run Management previously reported a position in UPST as recently as Q3 2025.

Fox Run Management first reported a position in UPST in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.29M in Q1 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Fox Run Management held 8,575 shares of Upstart Holdings worth $304K as of Q2 2026.
  • Upstart Holdings was a new Fox Run Management position in Q2 2026.
  • Upstart Holdings made up 0.05% of Fox Run Management's portfolio in Q2 2026, its #667 holding.
  • Fox Run Management first reported a position in Upstart Holdings in Q4 2024 and has held it in 5 quarters since.
  • Fox Run Management's Upstart Holdings position peaked at $2.29M in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.