Geode Capital Management
UPST icon

Geode Capital Management’s Upstart Holdings UPST Stock Holding History

Geode Capital 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 		$79M Buy
2,228,631
+104,553
+5% +$3.22M ﹤0.01% 1361
2026
Q1 		$54.5M Buy
2,124,078
+55,563
+3% +$1.95M ﹤0.01% 1444
2025
Q4 		$90.5M Buy
2,068,515
+26,734
+1% +$1.23M 0.01% 1140
2025
Q3 		$104M Buy
2,041,781
+32,665
+2% +$2.3M 0.01% 1048
2025
Q2 		$130M Buy
2,009,116
+73,582
+4% +$3.61M 0.01% 866
2025
Q1 		$89.1M Buy
1,935,534
+89,096
+5% +$5.54M 0.01% 1043
2024
Q4 		$114M Buy
1,846,438
+29,664
+2% +$1.85M 0.01% 923
2024
Q3 		$72.7M Buy
1,816,774
+29,482
+2% +$981K 0.01% 1208
2024
Q2 		$42.2M Buy
1,787,292
+120,263
+7% +$2.9M ﹤0.01% 1468
2024
Q1 		$44.8M Buy
1,667,029
+63,565
+4% +$1.88M ﹤0.01% 1427
2023
Q4 		$65.5M Buy
1,603,464
+101,638
+7% +$3.09M 0.01% 1154
2023
Q3 		$42.9M Buy
1,501,826
+65,249
+5% +$2.62M 0.01% 1326
2023
Q2 		$51.4M Buy
1,436,577
+407,395
+40% +$9.37M 0.01% 1225
2023
Q1 		$16.4M Buy
1,029,182
+42,940
+4% +$722K ﹤0.01% 1933
2022
Q4 		$13M Buy
986,242
+45,450
+5% +$878K ﹤0.01% 2074
2022
Q3 		$19.6M Buy
940,792
+152,993
+19% +$4.11M ﹤0.01% 1752
2022
Q2 		$24.9M Buy
787,799
+104,939
+15% +$6.25M ﹤0.01% 1610
2022
Q1 		$74.4M Buy
682,860
+19,183
+3% +$2.21M 0.01% 953
2021
Q4 		$100M Buy
663,677
+65,978
+11% +$16.5M 0.01% 826
2021
Q3 		$189M Buy
597,699
+363,573
+155% +$71.7M 0.03% 548
2021
Q2 		$29.2M Buy
234,126
+35,309
+18% +$4.35M ﹤0.01% 1708
2021
Q1 		$25.6M Buy
198,817
+148,032
+291% +$11.4M ﹤0.01% 1716
2020
Q4 		$2.07M Buy
+50,785
New +$2.08M ﹤0.01% 3066

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management's UPST Position: Q2 2026 in Review

Geode Capital Management increased its Upstart Holdings (UPST) stake by 4.9% in Q2 2026, buying an estimated $3.22M and bringing the position to 2,228,631 shares worth $79M. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Geode Capital Management first reported a position in UPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $189M in Q3 2021. 343 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Geode Capital Management held 2,228,631 shares of Upstart Holdings worth $79M as of Q2 2026.
  • Geode Capital Management bought 104,553 Upstart Holdings shares in Q2 2026, an estimated $3.22M.
  • Upstart Holdings made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1361 holding.
  • Geode Capital Management first reported a position in Upstart Holdings in Q4 2020 and has held it in 23 quarters since.
  • Geode Capital Management's Upstart Holdings position peaked at $189M in Q3 2021.
  • 343 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.