Lazard Asset Management
UPST icon

Lazard Asset Management’s Upstart Holdings UPST Stock Holding History

Lazard 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
Q1 		– Sell
-23,450
Closed -$1.03M – 2089
2025
Q4 		$1.03M Buy
23,450
+18,068
+336% +$832K ﹤0.01% 1138
2025
Q3 		$273K Buy
5,382
+5,329
+10,055% +$375K ﹤0.01% 1513
2025
Q2 		$3K Sell
53
-5
-9% -$245 ﹤0.01% 2218
2025
Q1 		$2K Buy
58
+7
+14% +$435 ﹤0.01% 2216
2024
Q4 		$3K Sell
51
-125
-71% -$7.79K ﹤0.01% 2173
2024
Q3 		$7K Sell
176
-177
-50% -$5.89K ﹤0.01% 2044
2024
Q2 		$8K Buy
353
+112
+46% +$2.7K ﹤0.01% 2054
2024
Q1 		$6K Buy
+241
New +$7.13K ﹤0.01% 1895
2023
Q4 		– Sell
-1,799
Closed -$51K – 2479
2023
Q3 		$51K Buy
1,799
+435
+32% +$17.5K ﹤0.01% 1849
2023
Q2 		$48K Buy
+1,364
New +$31.4K ﹤0.01% 1848
2022
Q2 		– Sell
-3,536
Closed -$385K – 2583
2022
Q1 		$385K Buy
3,536
+1,835
+108% +$211K ﹤0.01% 1145
2021
Q4 		$257K Buy
1,701
+1,201
+240% +$300K ﹤0.01% 1228
2021
Q3 		$158K Sell
500
-1,500
-75% -$296K ﹤0.01% 1326
2021
Q2 		$249K Buy
+2,000
New +$246K ﹤0.01% 1185

Other funds holding UPST

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

Lazard Asset Management's UPST Position: Q1 2026 in Review

Lazard Asset Management sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 23,450 shares — an estimated $1.03M sold.

Lazard Asset Management first reported a position in UPST in Q2 2021 and held it in 14 quarters. The position peaked at $1.03M in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Lazard Asset Management reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Lazard Asset Management sold 23,450 Upstart Holdings shares in Q1 2026, an estimated $1.03M.
  • Lazard Asset Management first reported a position in Upstart Holdings in Q2 2021 and held it in 14 quarters.
  • Lazard Asset Management's Upstart Holdings position peaked at $1.03M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.