Legal & General Group
UPST icon

Legal & General Group’s Upstart Holdings UPST Stock Holding History

Legal & General Group’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 		$2.59M Buy
73,072
+3,378
+5% +$104K ﹤0.01% 1867
2026
Q1 		$1.79M Sell
69,694
-14,551
-17% -$512K ﹤0.01% 1955
2025
Q4 		$3.68M Sell
84,245
-6,449
-7% -$297K ﹤0.01% 1730
2025
Q3 		$4.61M Sell
90,694
-2,437
-3% -$171K ﹤0.01% 1625
2025
Q2 		$6.02M Buy
93,131
+11,046
+13% +$542K ﹤0.01% 1459
2025
Q1 		$3.78M Buy
82,085
+4,465
+6% +$278K ﹤0.01% 1654
2024
Q4 		$4.78M Buy
77,620
+615
+0.8% +$38.3K ﹤0.01% 1596
2024
Q3 		$3.08M Buy
77,005
+5,104
+7% +$170K ﹤0.01% 1796
2024
Q2 		$1.7M Sell
71,901
-448
-0.6% -$10.8K ﹤0.01% 2013
2024
Q1 		$1.95M Buy
72,349
+787
+1% +$23.3K ﹤0.01% 1953
2023
Q4 		$2.92M Buy
71,562
+2,839
+4% +$86.4K ﹤0.01% 1758
2023
Q3 		$1.96M Sell
68,723
-4,405
-6% -$177K ﹤0.01% 1908
2023
Q2 		$2.62M Buy
73,128
+7,518
+11% +$173K ﹤0.01% 1794
2023
Q1 		$1.04M Buy
65,610
+3,784
+6% +$63.7K ﹤0.01% 2137
2022
Q4 		$817K Sell
61,826
-4,987
-7% -$96.4K ﹤0.01% 2208
2022
Q3 		$1.39M Sell
66,813
-265,191
-80% -$7.13M ﹤0.01% 2030
2022
Q2 		$10.5M Buy
332,004
+137,828
+71% +$8.21M ﹤0.01% 1056
2022
Q1 		$21.2M Buy
194,176
+60,455
+45% +$6.97M 0.01% 866
2021
Q4 		$20.2M Buy
133,721
+70,415
+111% +$17.6M 0.01% 900
2021
Q3 		$20M Buy
63,306
+53,914
+574% +$10.6M 0.01% 881
2021
Q2 		$1.17M Buy
9,392
+8,338
+791% +$1.03M ﹤0.01% 2171
2021
Q1 		$136K Sell
1,054
-13,292
-93% -$1.02M ﹤0.01% 2532
2020
Q4 		$584K Buy
+14,346
New +$589K ﹤0.01% 2228

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

Legal & General Group's UPST Position: Q2 2026 in Review

Legal & General Group increased its Upstart Holdings (UPST) stake by 4.8% in Q2 2026, buying an estimated $104K and bringing the position to 73,072 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Legal & General Group first reported a position in UPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.2M in Q1 2022. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Legal & General Group held 73,072 shares of Upstart Holdings worth $2.59M as of Q2 2026.
  • Legal & General Group bought 3,378 Upstart Holdings shares in Q2 2026, an estimated $104K.
  • Upstart Holdings made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #1867 holding.
  • Legal & General Group first reported a position in Upstart Holdings in Q4 2020 and has held it in 23 quarters since.
  • Legal & General Group's Upstart Holdings position peaked at $21.2M in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.