MCM
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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
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
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

Manchester Capital Management's UPST Position: Q1 2026 in Review

Manchester Capital Management increased its Upstart Holdings (UPST) stake by 4.2% in Q1 2026, buying an estimated $63.7K and bringing the position to 44,934 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #79.

Manchester Capital Management first reported a position in UPST in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Manchester Capital Management held 44,934 shares of Upstart Holdings worth $1.15M as of Q1 2026.
  • Manchester Capital Management bought 1,811 Upstart Holdings shares in Q1 2026, an estimated $63.7K.
  • Upstart Holdings made up 0.17% of Manchester Capital Management's portfolio in Q1 2026, its #79 holding.
  • Manchester Capital Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 19 quarters since.
  • Manchester Capital Management's Upstart Holdings position peaked at $2.79M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.