Manchester Capital Management’s Upstart Holdings UPST Stock Holding History

Manchester Capital 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 Q2	$2.23M	Buy	63,072 +18,138	+40%	+$559K	0.29%	55
2026 Q1	$1.15M	Buy	44,934 +1,811	+4%	+$63.7K	0.17%	79
2025 Q4	$1.89M	Hold	43,123	–	–	0.26%	62
2025 Q3	$2.19M	Hold	43,123	–	–	0.3%	51
2025 Q2	$2.79M	Sell	43,123 -269	-0.6%	-$13.2K	0.37%	48
2025 Q1	$2M	Hold	43,392	–	–	0.25%	68
2024 Q4	$2.67M	Sell	43,392 -299	-0.7%	-$18.6K	0.31%	54
2024 Q3	$1.75M	Hold	43,691	–	–	0.2%	74
2024 Q2	$1.03M	Buy	43,691 +6,366	+17%	+$154K	0.12%	102
2024 Q1	$1M	Buy	37,325 +1,932	+5%	+$57.1K	0.12%	114
2023 Q4	$1.45M	Hold	35,393	–	–	0.19%	80
2023 Q3	$1.01M	Hold	35,393	–	–	0.15%	92
2023 Q2	$1.27M	Hold	35,393	–	–	0.17%	81
2023 Q1	$562K	Buy	35,393 +21,941	+163%	+$369K	0.07%	168
2022 Q4	$178K	Buy	13,452 +7,757	+136%	+$150K	0.03%	260
2022 Q3	$118K	Buy	5,695 +308	+6%	+$8.28K	0.02%	264
2022 Q2	$170K	Buy	5,387 +3,988	+285%	+$238K	0.03%	229
2022 Q1	$153K	Buy	1,399 +462	+49%	+$53.2K	0.02%	278
2021 Q4	$142K	Buy	937 +837	+837%	+$209K	0.02%	301
2021 Q3	$32K	Buy	+100	New	+$19.7K	﹤0.01%	466

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Manchester Capital Management's UPST Position: Q2 2026 in Review

Manchester Capital Management increased its Upstart Holdings (UPST) stake by 40% in Q2 2026, buying an estimated $559K and bringing the position to 63,072 shares worth $2.23M. The position accounts for 0.29% of the portfolio, ranked #55.

Manchester Capital Management first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.79M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Manchester Capital Management held 63,072 shares of Upstart Holdings worth $2.23M as of Q2 2026.
Manchester Capital Management bought 18,138 Upstart Holdings shares in Q2 2026, an estimated $559K.
Upstart Holdings made up 0.29% of Manchester Capital Management's portfolio in Q2 2026, its #55 holding.
Manchester Capital Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
Manchester Capital Management's Upstart Holdings position peaked at $2.79M in Q2 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.