HSBC Holdings
UPST icon

HSBC Holdings’s Upstart Holdings UPST Stock Holding History

HSBC Holdings’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 		$7.4M Buy
288,044
+77,899
+37% +$2.74M ﹤0.01% 1017
2025
Q4 		$9.21M Sell
210,145
-18,385
-8% -$847K ﹤0.01% 986
2025
Q3 		$11.6M Buy
228,530
+14,328
+7% +$1.01M 0.01% 872
2025
Q2 		$13.9M Buy
214,202
+9,524
+5% +$467K 0.01% 802
2025
Q1 		$9.37M Buy
204,678
+14,385
+8% +$894K 0.01% 913
2024
Q4 		$11.9M Buy
190,293
+180,996
+1,947% +$11.3M 0.01% 883
2024
Q3 		$380K Sell
9,297
-25,086
-73% -$834K ﹤0.01% 2173
2024
Q2 		$799K Buy
34,383
+10,614
+45% +$256K ﹤0.01% 1767
2024
Q1 		$639K Sell
23,769
-5,766
-20% -$171K ﹤0.01% 1983
2023
Q4 		$1.2M Buy
29,535
+2,226
+8% +$67.8K ﹤0.01% 1694
2023
Q3 		$784K Buy
27,309
+2,942
+12% +$118K ﹤0.01% 1804
2023
Q2 		$871K Sell
24,367
-9,792
-29% -$225K ﹤0.01% 1764
2023
Q1 		$527K Sell
34,159
-8,795
-20% -$148K ﹤0.01% 2018
2022
Q4 		$563K Sell
42,954
-1,884
-4% -$36.4K ﹤0.01% 2236
2022
Q3 		$936K Sell
44,838
-53,148
-54% -$1.43M ﹤0.01% 1864
2022
Q2 		$3.1M Buy
97,986
+31,281
+47% +$1.86M ﹤0.01% 1384
2022
Q1 		$7.44M Sell
66,705
-483,923
-88% -$55.8M 0.01% 1032
2021
Q4 		$85.4M Buy
550,628
+516,648
+1,520% +$129M 0.08% 237
2021
Q3 		$10.8M Buy
33,980
+31,328
+1,181% +$6.18M 0.01% 850
2021
Q2 		$349K Buy
+2,652
New +$326K ﹤0.01% 2413

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

HSBC Holdings's UPST Position: Q1 2026 in Review

HSBC Holdings increased its Upstart Holdings (UPST) stake by 37% in Q1 2026, buying an estimated $2.74M and bringing the position to 288,044 shares worth $7.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

HSBC Holdings first reported a position in UPST in Q2 2021 and has held it in 20 quarters since. The position peaked at $85.4M in Q4 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • HSBC Holdings held 288,044 shares of Upstart Holdings worth $7.4M as of Q1 2026.
  • HSBC Holdings bought 77,899 Upstart Holdings shares in Q1 2026, an estimated $2.74M.
  • Upstart Holdings made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1017 holding.
  • HSBC Holdings first reported a position in Upstart Holdings in Q2 2021 and has held it in 20 quarters since.
  • HSBC Holdings's Upstart Holdings position peaked at $85.4M in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.