Key Capital Management
UPST icon

Key Capital Management’s Upstart Holdings UPST Stock Holding History

Key Capital 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 		$1.75K Hold
76
– – ﹤0.01% 616
2026
Q2 		$2.69K Hold
76
– – ﹤0.01% 537
2026
Q1 		$1.95K Buy
+76
New +$2.67K ﹤0.01% 532

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Halter Ferguson Financial
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Key Capital Management's UPST Position: Q3 2026 in Review

Key Capital Management held its Upstart Holdings (UPST) position steady in Q3 2026 at 76 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Key Capital Management first reported a position in UPST in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.69K in Q2 2026. 213 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Key Capital Management held 76 shares of Upstart Holdings worth $1.75K as of Q3 2026.
  • Key Capital Management left its Upstart Holdings share count unchanged in Q3 2026.
  • Upstart Holdings made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #616 holding.
  • Key Capital Management first reported a position in Upstart Holdings in Q1 2026 and has held it in 3 quarters since.
  • Key Capital Management's Upstart Holdings position peaked at $2.69K in Q2 2026.
  • 213 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.