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Headlands Technologies’s Upstart Holdings UPST Stock Holding History

Headlands Technologies’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 		$4.01M Buy
113,300
+33,799
+43% +$1.04M 0.43% 54
2026
Q1 		$2.04M Buy
+79,501
New +$2.8M 0.23% 83
2025
Q3 		– Sell
-22,892
Closed -$1.48M – 1257
2025
Q2 		$1.48M Buy
22,892
+4,744
+26% +$233K 0.18% 122
2025
Q1 		$835K Sell
18,148
-1,102
-6% -$68.5K 0.1% 213
2024
Q4 		$1.19M Sell
19,250
-63,222
-77% -$3.94M 0.12% 193
2024
Q3 		$3.3M Buy
82,472
+23,901
+41% +$795K 0.38% 55
2024
Q2 		$1.38M Buy
58,571
+22,390
+62% +$540K 0.15% 135
2024
Q1 		$973K Buy
36,181
+31,002
+599% +$917K 0.23% 112
2023
Q4 		$212K Buy
+5,179
New +$158K 0.06% 264

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

Headlands Technologies's UPST Position: Q2 2026 in Review

Headlands Technologies increased its Upstart Holdings (UPST) stake by 43% in Q2 2026, buying an estimated $1.04M and bringing the position to 113,300 shares worth $4.01M. The position accounts for 0.43% of the portfolio, ranked #54.

Headlands Technologies first reported a position in UPST in Q4 2023 and has held it in 9 quarters since. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Headlands Technologies held 113,300 shares of Upstart Holdings worth $4.01M as of Q2 2026.
  • Headlands Technologies bought 33,799 Upstart Holdings shares in Q2 2026, an estimated $1.04M.
  • Upstart Holdings made up 0.43% of Headlands Technologies's portfolio in Q2 2026, its #54 holding.
  • Headlands Technologies first reported a position in Upstart Holdings in Q4 2023 and has held it in 9 quarters since.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Headlands Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.