JG
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Joel Greenblatt’s Upstart Holdings UPST Stock Holding History

Joel Greenblatt’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 		– Sell
-5,104
Closed -$223K – 1860
2025
Q4 		$223K Buy
5,104
+283
+6% +$13K ﹤0.01% 1639
2025
Q3 		$245K Hold
4,821
– – ﹤0.01% 1563
2025
Q2 		$312K Hold
4,821
– – ﹤0.01% 1448
2025
Q1 		$222K Sell
4,821
-261
-5% -$16.2K ﹤0.01% 1449
2024
Q4 		$313K Sell
5,082
-81
-2% -$5.05K ﹤0.01% 1250
2024
Q3 		$207K Buy
+5,163
New +$172K ﹤0.01% 1331
2024
Q1 		– Sell
-5,525
Closed -$226K – 1468
2023
Q4 		$226K Buy
+5,525
New +$168K ﹤0.01% 1213
2023
Q3 		– Sell
-8,842
Closed -$317K – 1415
2023
Q2 		$317K Sell
8,842
-2,702
-23% -$62.2K 0.01% 1101
2023
Q1 		$183K Buy
+11,544
New +$194K ﹤0.01% 1254
2022
Q4 		– Sell
-66,244
Closed -$1.38M – 1319
2022
Q3 		$1.38M Buy
66,244
+26,805
+68% +$721K 0.04% 540
2022
Q2 		$1.25M Buy
39,439
+27,470
+230% +$1.64M 0.04% 508
2022
Q1 		$1.31M Buy
+11,969
New +$1.38M 0.04% 483
2021
Q4 		– Sell
-2,084
Closed -$659K – 1241
2021
Q3 		$659K Buy
+2,084
New +$411K 0.03% 586
2021
Q2 		– Sell
-3,352
Closed -$432K – 1109
2021
Q1 		$432K Buy
+3,352
New +$257K 0.02% 718

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Joel Greenblatt's UPST Position: Q1 2026 in Review

Joel Greenblatt sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 5,104 shares — an estimated $223K sold.

Joel Greenblatt first reported a position in UPST in Q1 2021 and held it in 14 quarters. The position peaked at $1.38M in Q3 2022. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Joel Greenblatt reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Joel Greenblatt sold 5,104 Upstart Holdings shares in Q1 2026, an estimated $223K.
  • Joel Greenblatt first reported a position in Upstart Holdings in Q1 2021 and held it in 14 quarters.
  • Joel Greenblatt's Upstart Holdings position peaked at $1.38M in Q3 2022.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.