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KLCM Advisors’s Upstart Holdings UPST Stock Holding History

KLCM Advisors’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
-5,250
Closed -$230K – 289
2025
Q4 		$230K Buy
+5,250
New +$242K 0.02% 216

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

KLCM Advisors's UPST Position: Q1 2026 in Review

KLCM Advisors sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 5,250 shares — an estimated $230K sold.

KLCM Advisors first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • KLCM Advisors reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • KLCM Advisors sold 5,250 Upstart Holdings shares in Q1 2026, an estimated $230K.
  • KLCM Advisors first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
  • KLCM Advisors's Upstart Holdings position peaked at $230K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.