Freestone Grove Partners’s Upstart Holdings UPST Stock Holding History

Freestone Grove Partners’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	$300K	Buy	+8,473	New	+$261K	﹤0.01%	755

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Freestone Grove Partners's UPST Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Upstart Holdings (UPST) in Q2 2026: 8,473 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings.

368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Freestone Grove Partners held 8,473 shares of Upstart Holdings worth $300K as of Q2 2026.
Upstart Holdings was a new Freestone Grove Partners position in Q2 2026.
Upstart Holdings made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #755 holding.
368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.