IFC & Insurance Marketing’s Upstart Holdings UPST Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-200	Closed	-$9K	–	646
2025 Q4	$9K	Buy	+200	New	+$9.21K	0.01%	418

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

IFC & Insurance Marketing's UPST Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 200 shares — an estimated $9K sold.

IFC & Insurance Marketing first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $9K in Q4 2025. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

IFC & Insurance Marketing reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 200 Upstart Holdings shares in Q1 2026, an estimated $9K.
IFC & Insurance Marketing first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Upstart Holdings position peaked at $9K in Q4 2025.
340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.