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	$2.95M	Buy	115,000 +54,500	+90%	+$1.92M	0.02%	481
2025 Q4	$2.65M	Buy	60,500 +30,500	+102%	+$1.4M	0.01%	691
2025 Q3	$1.52M	Sell	30,000 -60,000	-67%	-$4.22M	0.01%	738
2025 Q2	$5.82M	Buy	90,000 +50,000	+125%	+$2.45M	0.05%	261
2025 Q1	$1.84M	Buy	40,000 +10,000	+33%	+$622K	0.02%	603
2024 Q4	$1.85M	Sell	30,000 -160,400	-84%	-$10M	0.01%	694
2024 Q3	$7.62M	Buy	+190,400	New	+$6.33M	0.05%	231
2024 Q1	–	Sell	-15,000	Closed	-$613K	–	2048
2023 Q4	$613K	Sell	15,000 -5,000	-25%	-$152K	﹤0.01%	1135
2023 Q3	$571K	Buy	+20,000	New	+$804K	0.01%	1023
2023 Q1	–	Sell	-8,900	Closed	-$118K	–	2015
2022 Q4	$118K	Buy	+8,900	New	+$172K	﹤0.01%	1352

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

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.