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
2024
Q4 		– Sell
-45,000
Closed -$1.84M – 3242
2024
Q3 		$1.84M Hold
45,000
– – ﹤0.01% 1460
2024
Q2 		$1.05M Buy
+45,000
New +$1.09M ﹤0.01% 1666
2022
Q2 		– Sell
-6,400
Closed -$717K – 3454
2022
Q1 		$717K Sell
6,400
-600,000
-99% -$69.1M ﹤0.01% 2170
2021
Q4 		$94.1M Buy
+606,400
New +$151M 0.09% 207

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.