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	$12.8M	Hold	500,000	–	–	0.01%	862
2025 Q4	$21.9M	Buy	+500,000	New	+$23M	0.01%	718
2023 Q3	–	Sell	-4,900	Closed	-$175K	–	2861
2023 Q2	$175K	Buy	+4,900	New	+$113K	﹤0.01%	2353
2022 Q4	–	Sell	-10,300	Closed	-$215K	–	3199
2022 Q3	$215K	Sell	10,300 -25,000	-71%	-$672K	﹤0.01%	2596
2022 Q2	$1.12M	Buy	+35,300	New	+$2.1M	﹤0.01%	1867

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

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.