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 Q2	$18.3M	Buy	508,900 +8,900	+2%	+$274K	0.01%	789
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

HSBC Holdings's UPST Position: Q2 2026 in Review

HSBC Holdings reduced its Upstart Holdings (UPST) stake by 31% in Q2 2026, selling an estimated $2.71M and leaving 199,978 shares worth $7.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

HSBC Holdings first reported a position in UPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $85.4M in Q4 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

HSBC Holdings held 199,978 shares of Upstart Holdings worth $7.19M as of Q2 2026.
HSBC Holdings sold 88,066 Upstart Holdings shares in Q2 2026, an estimated $2.71M.
Upstart Holdings made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1087 holding.
HSBC Holdings first reported a position in Upstart Holdings in Q2 2021 and has held it in 21 quarters since.
HSBC Holdings's Upstart Holdings position peaked at $85.4M in Q4 2021.
368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.