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
Q3 		$54M Buy
2,348,977
+120,346
+5% +$3.45M ﹤0.01% 1544
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Geode Capital Management's UPST Position: Q3 2026 in Review

Geode Capital Management increased its Upstart Holdings (UPST) stake by 5.4% in Q3 2026, buying an estimated $3.45M and bringing the position to 2,348,977 shares worth $54M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Geode Capital Management first reported a position in UPST in Q4 2020 and has held it in 24 quarters since. The position peaked at $189M in Q3 2021. 260 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Geode Capital Management held 2,348,977 shares of Upstart Holdings worth $54M as of Q3 2026.
  • Geode Capital Management bought 120,346 Upstart Holdings shares in Q3 2026, an estimated $3.45M.
  • Upstart Holdings made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #1544 holding.
  • Geode Capital Management first reported a position in Upstart Holdings in Q4 2020 and has held it in 24 quarters since.
  • Geode Capital Management's Upstart Holdings position peaked at $189M in Q3 2021.
  • 260 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.