KC
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Kadensa Capital’s Upstart Holdings UPST Stock Holding History

Kadensa Capital’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 		– Sell
-589,871
Closed -$15.1M – 48
2026
Q1 		$15.1M Buy
589,871
+68,885
+13% +$2.42M 2.11% 20
2025
Q4 		$22.8M Buy
520,986
+65,836
+14% +$3.03M 2.37% 13
2025
Q3 		$23.1M Buy
455,150
+161,119
+55% +$11.3M 2.38% 15
2025
Q2 		$19M Sell
294,031
-118,140
-29% -$5.79M 3.03% 9
2025
Q1 		$19M Buy
+412,171
New +$25.6M 2.35% 12

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

Kadensa Capital's UPST Position: Q2 2026 in Review

Kadensa Capital sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 589,871 shares — an estimated $15.1M sold.

Kadensa Capital first reported a position in UPST in Q1 2025 and held it in 5 quarters. The position peaked at $23.1M in Q3 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Kadensa Capital reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Kadensa Capital sold 589,871 Upstart Holdings shares in Q2 2026, an estimated $15.1M.
  • Kadensa Capital first reported a position in Upstart Holdings in Q1 2025 and held it in 5 quarters.
  • Kadensa Capital's Upstart Holdings position peaked at $23.1M in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Kadensa Capital's 13F filing for Q2 2026, filed 14 Aug 2026.