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UPST icon

Harbour Investments’s Upstart Holdings UPST Stock Holding History

Harbour Investments’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 		$111K Sell
4,341
-5,941
-58% -$209K ﹤0.01% 1865
2025
Q4 		$450K Sell
10,282
-566
-5% -$26.1K 0.01% 899
2025
Q3 		$551K Buy
10,848
+18
+0.2% +$1.27K 0.01% 787
2025
Q2 		$700K Sell
10,830
-2,792
-20% -$137K 0.02% 656
2025
Q1 		$627K Sell
13,622
-1,357
-9% -$84.4K 0.02% 639
2024
Q4 		$922K Sell
14,979
-93
-0.6% -$5.8K 0.03% 498
2024
Q3 		$603K Sell
15,072
-106
-0.7% -$3.53K 0.02% 601
2024
Q2 		$358K Buy
15,178
+17
+0.1% +$410 0.01% 732
2024
Q1 		$408K Sell
15,161
-4
-0% -$118 0.01% 664
2023
Q4 		$620K Sell
15,165
-1,051
-6% -$32K 0.03% 472
2023
Q3 		$463K Sell
16,216
-222
-1% -$8.92K 0.02% 507
2023
Q2 		$589K Buy
16,438
+5
+0% +$115 0.03% 457
2023
Q1 		$261K Sell
16,433
-175
-1% -$2.94K 0.01% 674
2022
Q4 		$220K Buy
16,608
+7,900
+91% +$153K 0.01% 716
2022
Q3 		$275K Hold
8,708
– – 0.02% 581
2022
Q2 		$275K Buy
+8,708
New +$519K 0.02% 581
2021
Q4 		$279K Buy
1,846
+1,278
+225% +$319K 0.02% 596
2021
Q3 		$180K Buy
568
+299
+111% +$59K 0.01% 1076
2021
Q2 		$34K Buy
269
+169
+169% +$20.8K ﹤0.01% 2029
2021
Q1 		$13K Buy
+100
New +$7.67K ﹤0.01% 2472

Other funds holding UPST

BlackRock
BlackRock New York $5.72T 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 $100B 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 $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Harbour Investments's UPST Position: Q1 2026 in Review

Harbour Investments reduced its Upstart Holdings (UPST) stake by 58% in Q1 2026, selling an estimated $209K and leaving 4,341 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Harbour Investments first reported a position in UPST in Q1 2021 and has held it in 20 quarters since. The position peaked at $922K in Q4 2024. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Harbour Investments held 4,341 shares of Upstart Holdings worth $111K as of Q1 2026.
  • Harbour Investments sold 5,941 Upstart Holdings shares in Q1 2026, an estimated $209K.
  • Upstart Holdings made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1865 holding.
  • Harbour Investments first reported a position in Upstart Holdings in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Upstart Holdings position peaked at $922K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.