J. Goldman & Co’s Upstart Holdings UPST Stock Holding History

J. Goldman & Co’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
2025 Q4	–	Sell	-70,000	Closed	-$3.56M	–	751
2025 Q3	$3.56M	Buy	+70,000	New	+$4.92M	0.09%	231
2023 Q3	–	Sell	-5,200	Closed	-$186K	–	487
2023 Q2	$186K	Buy	+5,200	New	+$120K	0.01%	328
2023 Q1	–	Sell	-17,200	Closed	-$227K	–	488
2022 Q4	$227K	Sell	17,200 -20,300	-54%	-$392K	0.01%	306
2022 Q3	$780K	Sell	37,500 -700	-2%	-$18.8K	0.04%	271
2022 Q2	$1.21M	Buy	+38,200	New	+$2.27M	0.06%	244

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

J. Goldman & Co's UPST Position: Q1 2026 in Review

J. Goldman & Co sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 211,152 shares — an estimated $9.23M sold.

J. Goldman & Co first reported a position in UPST in Q3 2024 and held it in 4 quarters. The position peaked at $11M in Q2 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

J. Goldman & Co reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 211,152 Upstart Holdings shares in Q1 2026, an estimated $9.23M.
J. Goldman & Co first reported a position in Upstart Holdings in Q3 2024 and held it in 4 quarters.
J. Goldman & Co's Upstart Holdings position peaked at $11M in Q2 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.