HRT Financial’s Upstart Holdings UPST Stock Holding History

HRT Financial’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	$2.14M	Buy	+83,447	New	+$2.94M	0.01%	1576
2025 Q4	–	Sell	-100,797	Closed	-$4.64M	–	4086
2025 Q3	$5.12M	Buy	100,797 +12,198	+14%	+$858K	0.02%	664
2025 Q2	$5.73M	Buy	88,599 +40,875	+86%	+$2M	0.03%	475
2025 Q1	$2.2M	Buy	+47,724	New	+$2.97M	0.01%	777
2024 Q4	–	Sell	-75,688	Closed	-$4.72M	–	3285
2024 Q3	$3.03M	Buy	+75,688	New	+$2.52M	0.02%	693
2024 Q2	–	Sell	-11,189	Closed	-$270K	–	3151
2024 Q1	$300K	Buy	+11,189	New	+$331K	﹤0.01%	1553
2023 Q2	–	Sell	-153,541	Closed	-$2.44M	–	3312
2023 Q1	$2.44M	Buy	153,541 +84,185	+121%	+$1.42M	0.03%	501
2022 Q4	$916K	Buy	69,356 +52,059	+301%	+$1.01M	0.01%	1022
2022 Q3	$359K	Buy	+17,297	New	+$465K	﹤0.01%	1880
2022 Q2	–	Sell	-31,891	Closed	-$3.48M	–	3768
2022 Q1	$3.48M	Buy	31,891 +10,537	+49%	+$1.21M	0.02%	399
2021 Q4	$3.23M	Buy	+21,354	New	+$5.33M	0.02%	436

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HRT Financial's UPST Position: Q1 2026 in Review

HRT Financial opened a new position in Upstart Holdings (UPST) in Q1 2026: 83,447 shares worth $2.14M. The stake represents 0.01% of the portfolio and ranks #1576 among its holdings. This is a return to the name: HRT Financial previously reported a position in UPST as recently as Q3 2025.

HRT Financial first reported a position in UPST in Q4 2021 and has held it in 11 quarters since. The position peaked at $5.73M in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

HRT Financial held 83,447 shares of Upstart Holdings worth $2.14M as of Q1 2026.
Upstart Holdings was a new HRT Financial position in Q1 2026.
Upstart Holdings made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1576 holding.
HRT Financial first reported a position in Upstart Holdings in Q4 2021 and has held it in 11 quarters since.
HRT Financial's Upstart Holdings position peaked at $5.73M in Q2 2025.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.