JFG
UPST icon

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
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 0.03% 588
2024
Q4 		$1.86M Buy
+30,173
New +$1.88M 0.02% 691
2024
Q3 		– Hold
0
– – – 1810
2024
Q1 		– Hold
0
– – – 2077
2023
Q4 		– Hold
0
– – – 2046
2023
Q3 		– Hold
0
– – – 2041
2023
Q1 		– Sell
-13,200
Closed -$175K – 2048
2022
Q4 		$175K Buy
+13,200
New +$255K ﹤0.01% 1316

Other funds holding UPST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return