Hidden Lake Asset Management’s Upstart Holdings UPST Stock Holding History

Hidden Lake Asset Management’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	$9.98M	Buy	+281,614	New	+$8.68M	3%	13
2026 Q1	–	Sell	-316,586	Closed	-$13.8M	–	50
2025 Q4	$13.8M	Buy	+316,586	New	+$14.6M	3.5%	5
2025 Q3	–	Sell	-187,345	Closed	-$12.1M	–	66
2025 Q2	$12.1M	Buy	187,345 +160,283	+592%	+$7.86M	3.3%	10
2025 Q1	$1.25M	Sell	27,062 -134,768	-83%	-$8.38M	0.81%	25
2024 Q4	$9.96M	Buy	161,830 +83,570	+107%	+$5.21M	4.48%	4
2024 Q3	$3.13M	Buy	+78,260	New	+$2.6M	1.72%	20

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 $3.37T AUM 44.26% 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

Hidden Lake Asset Management's UPST Position: Q2 2026 in Review

Hidden Lake Asset Management opened a new position in Upstart Holdings (UPST) in Q2 2026: 281,614 shares worth $9.98M. The stake represents 3% of the portfolio and ranks #13 among its holdings. This is a return to the name: Hidden Lake Asset Management previously reported a position in UPST as recently as Q4 2025.

Hidden Lake Asset Management first reported a position in UPST in Q3 2024 and has held it in 6 quarters since. The position peaked at $13.8M in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Hidden Lake Asset Management held 281,614 shares of Upstart Holdings worth $9.98M as of Q2 2026.
Upstart Holdings was a new Hidden Lake Asset Management position in Q2 2026.
Upstart Holdings made up 3% of Hidden Lake Asset Management's portfolio in Q2 2026, its #13 holding.
Hidden Lake Asset Management first reported a position in Upstart Holdings in Q3 2024 and has held it in 6 quarters since.
Hidden Lake Asset Management's Upstart Holdings position peaked at $13.8M in Q4 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Hidden Lake Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.