JR
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Josh Resnick’s Upstart Holdings UPST Stock Holding History

Josh Resnick’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
-5,011,809
Closed -$219M – 30
2025
Q4 		$219M Buy
5,011,809
+531,000
+12% +$24.5M 2.5% 16
2025
Q3 		$228M Buy
4,480,809
+826,974
+23% +$58.2M 2.37% 17
2025
Q2 		$236M Buy
+3,653,835
New +$179M 3.15% 13

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

Josh Resnick's UPST Position: Q1 2026 in Review

Josh Resnick sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 5,011,809 shares — an estimated $219M sold.

Josh Resnick first reported a position in UPST in Q2 2025 and held it in 3 quarters. The position peaked at $236M in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Josh Resnick reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Josh Resnick sold 5,011,809 Upstart Holdings shares in Q1 2026, an estimated $219M.
  • Josh Resnick first reported a position in Upstart Holdings in Q2 2025 and held it in 3 quarters.
  • Josh Resnick's Upstart Holdings position peaked at $236M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

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