InceptionR’s Upstart Holdings UPST Stock Holding History

InceptionR’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	-4,609	Closed	-$202K	–	917
2025 Q4	$202K	Sell	4,609 -5,609	-55%	-$258K	0.06%	548
2025 Q3	$519K	Buy	10,218 +4,868	+91%	+$342K	0.13%	297
2025 Q2	$346K	Buy	+5,350	New	+$262K	0.08%	410

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

InceptionR's UPST Position: Q1 2026 in Review

InceptionR sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 4,609 shares — an estimated $202K sold.

InceptionR first reported a position in UPST in Q2 2025 and held it in 3 quarters. The position peaked at $519K in Q3 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

InceptionR reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
InceptionR sold 4,609 Upstart Holdings shares in Q1 2026, an estimated $202K.
InceptionR first reported a position in Upstart Holdings in Q2 2025 and held it in 3 quarters.
InceptionR's Upstart Holdings position peaked at $519K in Q3 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.