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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
Q1 		$1.9M Sell
73,900
-43,200
-37% -$1.52M ﹤0.01% 1653
2025
Q4 		$5.12M Buy
117,100
+60,800
+108% +$2.8M 0.02% 775
2025
Q3 		$2.86M Buy
+56,300
New +$3.96M 0.01% 946
2025
Q2 		– Sell
-25,500
Closed -$1.17M – 3561
2025
Q1 		$1.17M Buy
+25,500
New +$1.59M 0.01% 1056
2024
Q3 		– Sell
-19,800
Closed -$467K – 3168
2024
Q2 		$467K Buy
+19,800
New +$478K ﹤0.01% 1327
2024
Q1 		– Sell
-8,700
Closed -$355K – 3133
2023
Q4 		$355K Buy
+8,700
New +$265K ﹤0.01% 1545
2023
Q1 		– Sell
-23,500
Closed -$310K – 3234
2022
Q4 		$310K Buy
23,500
+9,500
+68% +$184K ﹤0.01% 1703
2022
Q3 		$291K Buy
+14,000
New +$377K ﹤0.01% 2017
2022
Q2 		– Sell
-4,700
Closed -$512K – 3769
2022
Q1 		$512K Buy
4,700
+3,100
+194% +$357K ﹤0.01% 1620
2021
Q4 		$242K Buy
1,600
+900
+129% +$225K ﹤0.01% 2411
2021
Q3 		$221K Buy
+700
New +$138K ﹤0.01% 2620

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
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.