Interval Partners’s Upstart Holdings UPST Stock Holding History

Interval 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
2024 Q2	–	Sell	-375	Closed	-$1.01M	–	462
2024 Q1	$1.01M	Buy	+375	New	+$11.1K	0.03%	271
2023 Q2	–	Sell	-80,000	Closed	-$1.27M	–	343
2023 Q1	$1.27M	Buy	+80,000	New	+$1.35M	0.05%	218
2021 Q4	–	Sell	-11,000	Closed	-$3.48M	–	345
2021 Q3	$3.48M	Sell	11,000 -25,900	-70%	-$5.11M	0.14%	173
2021 Q2	$4.61M	Buy	+36,900	New	+$4.54M	0.19%	140

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

Interval Partners's UPST Position: Q1 2026 in Review

Interval Partners sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 112,292 shares — an estimated $3.95M sold.

Interval Partners first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $4.91M in Q4 2025. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Interval Partners reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Interval Partners sold 112,292 Upstart Holdings shares in Q1 2026, an estimated $3.95M.
Interval Partners first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
Interval Partners's Upstart Holdings position peaked at $4.91M in Q4 2025.
340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.