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HUB Investment Partners’s Upstart Holdings UPST Stock Holding History

HUB Investment Partners’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 		$314K Buy
8,864
+1,026
+13% +$31.6K 0.01% 965
2026
Q1 		$201K Buy
7,838
+2,836
+57% +$99.8K ﹤0.01% 1000
2025
Q4 		$219K Sell
5,002
-1,250
-20% -$57.6K 0.01% 811
2025
Q3 		$318K Buy
+6,252
New +$440K 0.01% 524

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

HUB Investment Partners's UPST Position: Q2 2026 in Review

HUB Investment Partners increased its Upstart Holdings (UPST) stake by 13% in Q2 2026, buying an estimated $31.6K and bringing the position to 8,864 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #965.

HUB Investment Partners first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $318K in Q3 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • HUB Investment Partners held 8,864 shares of Upstart Holdings worth $314K as of Q2 2026.
  • HUB Investment Partners bought 1,026 Upstart Holdings shares in Q2 2026, an estimated $31.6K.
  • Upstart Holdings made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #965 holding.
  • HUB Investment Partners first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • HUB Investment Partners's Upstart Holdings position peaked at $318K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.