Jupiter Asset Management
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Jupiter Asset Management’s Upstart Holdings UPST Stock Holding History

Jupiter Asset Management’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
Q3 		$16.1M Buy
+698,450
New +$20M 0.08% 269
2021
Q4 		– Sell
-14,000
Closed -$4.42M – 644
2021
Q3 		$4.42M Sell
14,000
-601
-4% -$119K 0.05% 274
2021
Q2 		$1.82M Buy
14,601
+5,098
+54% +$627K 0.02% 392
2021
Q1 		$1.22M Sell
9,503
-6,298
-40% -$483K 0.01% 432
2020
Q4 		$642K Buy
+15,801
New +$649K 0.01% 491

Other funds holding UPST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jupiter Asset Management's UPST Position: Q3 2026 in Review

Jupiter Asset Management opened a new position in Upstart Holdings (UPST) in Q3 2026: 698,450 shares worth $16.1M. The stake represents 0.08% of the portfolio and ranks #269 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in UPST as recently as Q3 2021.

Jupiter Asset Management first reported a position in UPST in Q4 2020 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Jupiter Asset Management held 698,450 shares of Upstart Holdings worth $16.1M as of Q3 2026.
  • Upstart Holdings was a new Jupiter Asset Management position in Q3 2026.
  • Upstart Holdings made up 0.08% of Jupiter Asset Management's portfolio in Q3 2026, its #269 holding.
  • Jupiter Asset Management first reported a position in Upstart Holdings in Q4 2020 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.