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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
Q2 		$16.2M Buy
458,072
+374,625
+449% +$11.5M 0.03% 556
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
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

HRT Financial's UPST Position: Q2 2026 in Review

HRT Financial increased its Upstart Holdings (UPST) stake by 449% in Q2 2026, buying an estimated $11.5M and bringing the position to 458,072 shares worth $16.2M. The position accounts for 0.03% of the portfolio, ranked #556.

HRT Financial first reported a position in UPST in Q4 2021 and has held it in 12 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • HRT Financial held 458,072 shares of Upstart Holdings worth $16.2M as of Q2 2026.
  • HRT Financial bought 374,625 Upstart Holdings shares in Q2 2026, an estimated $11.5M.
  • Upstart Holdings made up 0.03% of HRT Financial's portfolio in Q2 2026, its #556 holding.
  • HRT Financial first reported a position in Upstart Holdings in Q4 2021 and has held it in 12 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.