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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
Q1 		$2.56M Buy
100,000
+23,000
+30% +$809K 0.02% 535
2025
Q4 		$3.37M Buy
77,000
+67,000
+670% +$3.09M 0.02% 608
2025
Q3 		$508K Buy
10,000
+5,000
+100% +$352K ﹤0.01% 1079
2025
Q2 		$323K Buy
+5,000
New +$245K ﹤0.01% 1011
2024
Q4 		– Sell
-50,000
Closed -$2M – 1870
2024
Q3 		$2M Buy
+50,000
New +$1.66M 0.01% 598

Other funds holding UPST

BlackRock
BlackRock New York $5.72T 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 $100B 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 $871B AUM 31.28% 1-Year Est. Return
CS
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

Jefferies Financial Group's UPST Position: Q1 2026 in Review

Jefferies Financial Group increased its Upstart Holdings (UPST) stake by 119% in Q1 2026, buying an estimated $690K and bringing the position to 36,143 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #956.

Jefferies Financial Group first reported a position in UPST in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.95M in Q1 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Jefferies Financial Group held 36,143 shares of Upstart Holdings worth $927K as of Q1 2026.
  • Jefferies Financial Group bought 19,612 Upstart Holdings shares in Q1 2026, an estimated $690K.
  • Upstart Holdings made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #956 holding.
  • Jefferies Financial Group first reported a position in Upstart Holdings in Q4 2022 and has held it in 7 quarters since.
  • Jefferies Financial Group's Upstart Holdings position peaked at $1.95M in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.