LPL Financial
UPST icon

LPL Financial’s Upstart Holdings UPST Stock Holding History

LPL Financial’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 		$205K Hold
8,000
– – ﹤0.01% 5476
2025
Q4 		$350K Hold
8,000
– – ﹤0.01% 5028
2025
Q3 		$406K Buy
+8,000
New +$563K ﹤0.01% 4802

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

LPL Financial's UPST Position: Q1 2026 in Review

LPL Financial reduced its Upstart Holdings (UPST) stake by 5.4% in Q1 2026, selling an estimated $204K and leaving 100,871 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #3253.

LPL Financial first reported a position in UPST in Q1 2021 and has held it in 21 quarters since. The position peaked at $12M in Q3 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • LPL Financial held 100,871 shares of Upstart Holdings worth $2.59M as of Q1 2026.
  • LPL Financial sold 5,810 Upstart Holdings shares in Q1 2026, an estimated $204K.
  • Upstart Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3253 holding.
  • LPL Financial first reported a position in Upstart Holdings in Q1 2021 and has held it in 21 quarters since.
  • LPL Financial's Upstart Holdings position peaked at $12M in Q3 2021.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.