Havemeyer Place’s Upstart Holdings UPST Stock Holding History

Havemeyer Place’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	$1.59M	Sell	45,013 -14,203	-24%	-$438K	0.16%	222
2026 Q1	$1.52M	Buy	+59,216	New	+$2.08M	0.18%	219

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Havemeyer Place's UPST Position: Q2 2026 in Review

Havemeyer Place reduced its Upstart Holdings (UPST) stake by 24% in Q2 2026, selling an estimated $438K and leaving 45,013 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #222.

Havemeyer Place first reported a position in UPST in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Havemeyer Place held 45,013 shares of Upstart Holdings worth $1.59M as of Q2 2026.
Havemeyer Place sold 14,203 Upstart Holdings shares in Q2 2026, an estimated $438K.
Upstart Holdings made up 0.16% of Havemeyer Place's portfolio in Q2 2026, its #222 holding.
Havemeyer Place first reported a position in Upstart Holdings in Q1 2026 and has held it in 2 quarters since.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.