Invesco
UPST icon

Invesco’s Upstart Holdings UPST Stock Holding History

Invesco’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 		$4.07M Buy
114,816
+7,526
+7% +$232K ﹤0.01% 2301
2026
Q1 		$2.75M Buy
107,290
+16,303
+18% +$574K ﹤0.01% 2411
2025
Q4 		$3.98M Sell
90,987
-513,905
-85% -$23.7M ﹤0.01% 2348
2025
Q3 		$30.7M Sell
604,892
-259,672
-30% -$18.3M ﹤0.01% 1268
2025
Q2 		$55.9M Sell
864,564
-405,788
-32% -$19.9M 0.01% 1021
2025
Q1 		$58.5M Buy
1,270,352
+560,668
+79% +$34.9M 0.01% 979
2024
Q4 		$43.7M Buy
709,684
+637,706
+886% +$39.8M 0.01% 1108
2024
Q3 		$2.88M Buy
71,978
+640
+0.9% +$21.3K ﹤0.01% 2470
2024
Q2 		$1.68M Buy
71,338
+1,696
+2% +$40.9K ﹤0.01% 2666
2024
Q1 		$1.87M Sell
69,642
-40,941
-37% -$1.21M ﹤0.01% 2703
2023
Q4 		$4.52M Buy
110,583
+18,063
+20% +$550K ﹤0.01% 2296
2023
Q3 		$2.64M Sell
92,520
-98,067
-51% -$3.94M ﹤0.01% 2496
2023
Q2 		$6.82M Buy
190,587
+74,350
+64% +$1.71M ﹤0.01% 2064
2023
Q1 		$1.85M Buy
116,237
+35,370
+44% +$595K ﹤0.01% 2671
2022
Q4 		$1.07M Buy
80,867
+28,968
+56% +$560K ﹤0.01% 2903
2022
Q3 		$1.08M Sell
51,899
-5,981
-10% -$161K ﹤0.01% 2894
2022
Q2 		$1.83M Buy
57,880
+24,164
+72% +$1.44M ﹤0.01% 2747
2022
Q1 		$3.68M Sell
33,716
-41,776
-55% -$4.81M ﹤0.01% 2526
2021
Q4 		$11.4M Buy
75,492
+7,389
+11% +$1.85M ﹤0.01% 1928
2021
Q3 		$21.6M Buy
68,103
+59,338
+677% +$11.7M 0.01% 1514
2021
Q2 		$1.09M Sell
8,765
-6,775
-44% -$834K ﹤0.01% 3093
2021
Q1 		$2M Buy
+15,540
New +$1.19M ﹤0.01% 2778

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

Invesco's UPST Position: Q2 2026 in Review

Invesco increased its Upstart Holdings (UPST) stake by 7% in Q2 2026, buying an estimated $232K and bringing the position to 114,816 shares worth $4.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Invesco first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $58.5M in Q1 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Invesco held 114,816 shares of Upstart Holdings worth $4.07M as of Q2 2026.
  • Invesco bought 7,526 Upstart Holdings shares in Q2 2026, an estimated $232K.
  • Upstart Holdings made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2301 holding.
  • Invesco first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Invesco's Upstart Holdings position peaked at $58.5M in Q1 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.