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
Q1 		$0 Sell
5
-1
-17% -$35 ﹤0.01% 2616
2025
Q4 		$0 Hold
6
– – ﹤0.01% 2545
2025
Q3 		$0 Hold
6
– – ﹤0.01% 2460
2025
Q2 		$0 Hold
6
– – ﹤0.01% 2310
2025
Q1 		$0 Hold
6
– – ﹤0.01% 1985
2024
Q4 		$0 Hold
6
– – ﹤0.01% 1213
2024
Q3 		$0 Sell
6
-35
-85% -$1.16K ﹤0.01% 1187
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 $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return