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Liontrust Investment Partners’s Upstart Holdings UPST Stock Holding History

Liontrust Investment Partners’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
-52,013
Closed -$1.33M – 211
2026
Q1 		$1.33M Sell
52,013
-19,511
-27% -$686K 0.02% 159
2025
Q4 		$3.13M Sell
71,524
-91,156
-56% -$4.2M 0.05% 152
2025
Q3 		$8.26M Buy
162,680
+71,068
+78% +$5M 0.12% 116
2025
Q2 		$5.93M Sell
91,612
-69,790
-43% -$3.42M 0.08% 118
2025
Q1 		$7.43M Buy
161,402
+97,836
+154% +$6.08M 0.12% 112
2024
Q4 		$3.91M Sell
63,566
-226,434
-78% -$14.1M 0.06% 127
2024
Q3 		$6.84M Hold
290,000
– – 0.1% 109
2024
Q2 		$6.84M Buy
290,000
+60,000
+26% +$1.45M 0.1% 109
2024
Q1 		$6.18M Buy
230,000
+75,000
+48% +$2.22M 0.09% 119
2023
Q4 		$6.33M Sell
155,000
-70,000
-31% -$2.13M 0.09% 111
2023
Q3 		$6.42M Buy
225,000
+15,000
+7% +$603K 0.1% 109
2023
Q2 		$7.52M Buy
+210,000
New +$4.83M 0.11% 112
2023
Q1 		– Sell
-155,000
Closed -$2.05M – 238
2022
Q4 		$2.05M Hold
155,000
– – 0.04% 139
2022
Q3 		$3.22M Buy
155,000
+45,000
+41% +$1.21M 0.05% 162
2022
Q2 		$3.48M Buy
110,000
+25,000
+29% +$1.49M 0.05% 172
2022
Q1 		$9.27M Buy
85,000
+33,000
+63% +$3.8M 0.12% 81
2021
Q4 		$7.87M Buy
52,000
+15,000
+41% +$3.75M 0.09% 111
2021
Q3 		$11.7M Buy
+37,000
New +$7.3M 0.16% 71

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

Liontrust Investment Partners's UPST Position: Q2 2026 in Review

Liontrust Investment Partners sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 52,013 shares — an estimated $1.33M sold.

Liontrust Investment Partners first reported a position in UPST in Q3 2021 and held it in 18 quarters. The position peaked at $11.7M in Q3 2021. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Liontrust Investment Partners reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Liontrust Investment Partners sold 52,013 Upstart Holdings shares in Q2 2026, an estimated $1.33M.
  • Liontrust Investment Partners first reported a position in Upstart Holdings in Q3 2021 and held it in 18 quarters.
  • Liontrust Investment Partners's Upstart Holdings position peaked at $11.7M in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.