JF
UPST icon

Jump Financial’s Upstart Holdings UPST Stock Holding History

Jump Financial’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
Q2 		$229K Buy
+6,452
New +$199K ﹤0.01% 1792
2026
Q1 		– Sell
-66,393
Closed -$2.9M – 2421
2025
Q4 		$2.9M Sell
66,393
-404,398
-86% -$18.6M 0.04% 544
2025
Q3 		$23.9M Buy
470,791
+231,819
+97% +$16.3M 0.29% 67
2025
Q2 		$15.5M Sell
238,972
-23,355
-9% -$1.15M 0.17% 144
2025
Q1 		$12.1M Buy
262,327
+95,290
+57% +$5.92M 0.16% 154
2024
Q4 		$10.3M Buy
167,037
+147,608
+760% +$9.2M 0.21% 112
2024
Q3 		$777K Buy
+19,429
New +$646K 0.02% 907
2023
Q4 		– Sell
-15,200
Closed -$434K – 2278
2023
Q3 		$434K Buy
15,200
+7,210
+90% +$290K 0.02% 1092
2023
Q2 		$286K Sell
7,990
-122,928
-94% -$2.83M 0.01% 1328
2023
Q1 		$2.08M Buy
+130,918
New +$2.2M 0.08% 352
2022
Q2 		– Sell
-2,067
Closed -$225K – 2036
2022
Q1 		$225K Sell
2,067
-21,291
-91% -$2.45M 0.01% 1240
2021
Q4 		$3.53M Buy
23,358
+15,058
+181% +$3.76M 0.22% 70
2021
Q3 		$2.63M Buy
+8,300
New +$1.64M 0.19% 95

Other funds holding UPST

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

Jump Financial's UPST Position: Q2 2026 in Review

Jump Financial opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,452 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1792 among its holdings. This is a return to the name: Jump Financial previously reported a position in UPST as recently as Q4 2025.

Jump Financial first reported a position in UPST in Q3 2021 and has held it in 13 quarters since. The position peaked at $23.9M in Q3 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Jump Financial held 6,452 shares of Upstart Holdings worth $229K as of Q2 2026.
  • Upstart Holdings was a new Jump Financial position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1792 holding.
  • Jump Financial first reported a position in Upstart Holdings in Q3 2021 and has held it in 13 quarters since.
  • Jump Financial's Upstart Holdings position peaked at $23.9M in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.