Marex Group’s Upstart Holdings UPST Stock Holding History

Marex 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 Q1	$2.98M	Sell	116,308 -1,062,689	-90%	-$37.4M	0.03%	276
2025 Q4	$51.6M	Sell	1,178,997 -125,486	-10%	-$5.78M	0.56%	76
2025 Q3	$66.3M	Buy	1,304,483 +1,121,743	+614%	+$78.9M	0.82%	46
2025 Q2	$11.8M	Buy	182,740 +175,885	+2,566%	+$8.62M	0.22%	126
2025 Q1	$316K	Sell	6,855 -1,139	-14%	-$70.8K	0.01%	443
2024 Q4	$492K	Sell	7,994 -2,752	-26%	-$172K	0.01%	347
2024 Q3	$430K	Sell	10,746 -1,633	-13%	-$54.3K	0.01%	319
2024 Q2	$292K	Buy	12,379 +1,000	+9%	+$24.1K	0.01%	425
2024 Q1	$306K	Sell	11,379 -1,003	-8%	-$29.7K	0.01%	325
2023 Q4	$506K	Buy	+12,382	New	+$377K	0.02%	294

Other funds holding UPST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return