Franklin Resources
UPST icon

Franklin Resources’s Upstart Holdings UPST Stock Holding History

Franklin Resources’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
2023
Q3 		– Sell
-6,530
Closed -$234K – 2785
2023
Q2 		$234K Buy
+6,530
New +$150K ﹤0.01% 2311
2021
Q3 		– Sell
-51,576
Closed -$6.44M – 2504
2021
Q2 		$6.44M Buy
+51,576
New +$6.35M ﹤0.01% 1083

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Franklin Resources's UPST Position: Q3 2023 in Review

Franklin Resources sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 6,530 shares — an estimated $234K sold.

Franklin Resources first reported a position in UPST in Q2 2021 and held it in 2 quarters. The position peaked at $6.44M in Q2 2021. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

  • Franklin Resources reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
  • Franklin Resources sold 6,530 Upstart Holdings shares in Q3 2023, an estimated $234K.
  • Franklin Resources first reported a position in Upstart Holdings in Q2 2021 and held it in 2 quarters.
  • Franklin Resources's Upstart Holdings position peaked at $6.44M in Q2 2021.
  • 291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Franklin Resources's 13F filing for Q3 2023, filed 13 Nov 2023.