MSG
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Main Street Group’s Upstart Holdings UPST Stock Holding History

Main Street 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 		$3.54K Hold
100
– – ﹤0.01% 690
2026
Q1 		$2.56K Buy
+100
New +$3.52K ﹤0.01% 719
2025
Q4 		– Sell
-100
Closed -$5.08K – 577
2025
Q3 		$5.08K Hold
100
– – ﹤0.01% 615
2025
Q2 		$6.47K Hold
100
– – ﹤0.01% 543
2025
Q1 		$4.6K Hold
100
– – ﹤0.01% 603
2024
Q4 		$6.16K Hold
100
– – ﹤0.01% 560
2024
Q3 		$4K Hold
100
– – ﹤0.01% 608
2024
Q2 		$2.29K Hold
100
– – ﹤0.01% 707
2024
Q1 		$2.64K Hold
100
– – ﹤0.01% 724
2023
Q4 		$4.09K Buy
+100
New +$3.04K ﹤0.01% 1008

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

Main Street Group's UPST Position: Q2 2026 in Review

Main Street Group held its Upstart Holdings (UPST) position steady in Q2 2026 at 100 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Main Street Group first reported a position in UPST in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.47K in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Main Street Group held 100 shares of Upstart Holdings worth $3.54K as of Q2 2026.
  • Main Street Group left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #690 holding.
  • Main Street Group first reported a position in Upstart Holdings in Q4 2023 and has held it in 10 quarters since.
  • Main Street Group's Upstart Holdings position peaked at $6.47K in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.