JFG
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Jefferies Financial Group’s Upstart Holdings UPST Stock Holding History

Jefferies Financial Group’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 		$2.59M Buy
73,206
+37,063
+103% +$1.14M 0.02% 600
2026
Q1 		$927K Buy
36,143
+19,612
+119% +$690K 0.01% 956
2025
Q4 		$723K Buy
16,531
+9,531
+136% +$439K ﹤0.01% 1222
2025
Q3 		$356K Hold
7,000
– – ﹤0.01% 1168
2025
Q2 		$453K Sell
7,000
-35,415
-83% -$1.74M ﹤0.01% 929
2025
Q1 		$1.95M Buy
42,415
+12,242
+41% +$761K 0.02% 588
2024
Q4 		$1.86M Buy
+30,173
New +$1.88M 0.01% 691
2023
Q1 		– Sell
-13,200
Closed -$175K – 2014
2022
Q4 		$175K Buy
+13,200
New +$255K ﹤0.01% 1316

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's UPST Position: Q2 2026 in Review

Jefferies Financial Group increased its Upstart Holdings (UPST) stake by 103% in Q2 2026, buying an estimated $1.14M and bringing the position to 73,206 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #600.

Jefferies Financial Group first reported a position in UPST in Q4 2022 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Jefferies Financial Group held 73,206 shares of Upstart Holdings worth $2.59M as of Q2 2026.
  • Jefferies Financial Group bought 37,063 Upstart Holdings shares in Q2 2026, an estimated $1.14M.
  • Upstart Holdings made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #600 holding.
  • Jefferies Financial Group first reported a position in Upstart Holdings in Q4 2022 and has held it in 8 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.