HFS
UPST icon

Hantz Financial Services’s Upstart Holdings UPST Stock Holding History

Hantz Financial Services’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 		$0 Buy
12
+7
+140% +$216 ﹤0.01% 2645
2026
Q1 		$0 Sell
5
-1
-17% -$35 ﹤0.01% 2612
2025
Q4 		$0 Hold
6
– – ﹤0.01% 2540
2025
Q3 		$0 Hold
6
– – ﹤0.01% 2455
2025
Q2 		$0 Hold
6
– – ﹤0.01% 2305
2025
Q1 		$0 Hold
6
– – ﹤0.01% 1979
2024
Q4 		$0 Hold
6
– – ﹤0.01% 1207
2024
Q3 		$0 Sell
6
-35
-85% -$1.16K ﹤0.01% 1182
2024
Q2 		$1K Sell
41
-207
-83% -$5K ﹤0.01% 1036
2024
Q1 		$7K Buy
248
+20
+9% +$591 ﹤0.01% 891
2023
Q4 		$9K Hold
228
– – ﹤0.01% 821
2023
Q3 		$7K Buy
228
+40
+21% +$1.61K ﹤0.01% 856
2023
Q2 		$7K Buy
188
+28
+18% +$644 ﹤0.01% 835
2023
Q1 		$3K Hold
160
– – ﹤0.01% 970
2022
Q4 		$2K Sell
160
-1
-0.6% -$19 ﹤0.01% 988
2022
Q3 		$3K Hold
161
– – ﹤0.01% 931
2022
Q2 		$5K Hold
161
– – ﹤0.01% 855
2022
Q1 		$18K Buy
+161
New +$18.6K ﹤0.01% 698

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

Hantz Financial Services's UPST Position: Q2 2026 in Review

Hantz Financial Services increased its Upstart Holdings (UPST) stake by 140% in Q2 2026, buying an estimated $216 and bringing the position to 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Hantz Financial Services first reported a position in UPST in Q1 2022 and has held it in 18 quarters since. The position peaked at $18K in Q1 2022. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Hantz Financial Services held 12 shares of Upstart Holdings worth $0 as of Q2 2026.
  • Hantz Financial Services bought 7 Upstart Holdings shares in Q2 2026, an estimated $216.
  • Upstart Holdings made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2645 holding.
  • Hantz Financial Services first reported a position in Upstart Holdings in Q1 2022 and has held it in 18 quarters since.
  • Hantz Financial Services's Upstart Holdings position peaked at $18K in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.