HCM
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Hollencrest Capital Management’s Upstart Holdings UPST Stock Holding History

Hollencrest Capital 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 		$70.9K Hold
2,000
– – ﹤0.01% 515
2026
Q1 		$51.3K Buy
+2,000
New +$70.4K ﹤0.01% 548
2024
Q4 		– Sell
-1,000
Closed -$40K – 1225
2024
Q3 		$40K Buy
+1,000
New +$33.3K ﹤0.01% 548
2024
Q1 		– Sell
-1,500
Closed -$61.3K – 1147
2023
Q4 		$61.3K Buy
+1,500
New +$45.7K 0.01% 458
2023
Q3 		– Sell
-35
Closed -$1.25K – 1144
2023
Q2 		$1.25K Hold
35
– – ﹤0.01% 1003
2023
Q1 		$556 Hold
35
– – ﹤0.01% 1060
2022
Q4 		$463 Buy
+35
New +$676 ﹤0.01% 1065

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 $3.38T AUM 44.17% 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

Hollencrest Capital Management's UPST Position: Q2 2026 in Review

Hollencrest Capital Management held its Upstart Holdings (UPST) position steady in Q2 2026 at 2,000 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Hollencrest Capital Management first reported a position in UPST in Q4 2022 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Hollencrest Capital Management held 2,000 shares of Upstart Holdings worth $70.9K as of Q2 2026.
  • Hollencrest Capital Management left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #515 holding.
  • Hollencrest Capital Management first reported a position in Upstart Holdings in Q4 2022 and has held it in 7 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.