MG
UPST icon

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
Q2 		$2.49M Sell
70,214
-46,094
-40% -$1.42M 0.01% 343
2026
Q1 		$2.98M Sell
116,308
-1,062,689
-90% -$37.4M 0.02% 276
2025
Q4 		$51.6M Sell
1,178,997
-125,486
-10% -$5.78M 0.32% 76
2025
Q3 		$66.3M Buy
1,304,483
+1,121,743
+614% +$78.9M 0.47% 46
2025
Q2 		$11.8M Buy
182,740
+175,885
+2,566% +$8.62M 0.1% 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
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

Marex Group's UPST Position: Q2 2026 in Review

Marex Group reduced its Upstart Holdings (UPST) stake by 40% in Q2 2026, selling an estimated $1.42M and leaving 70,214 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #343.

Marex Group first reported a position in UPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.3M in Q3 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Marex Group held 70,214 shares of Upstart Holdings worth $2.49M as of Q2 2026.
  • Marex Group sold 46,094 Upstart Holdings shares in Q2 2026, an estimated $1.42M.
  • Upstart Holdings made up 0.01% of Marex Group's portfolio in Q2 2026, its #343 holding.
  • Marex Group first reported a position in Upstart Holdings in Q4 2023 and has held it in 11 quarters since.
  • Marex Group's Upstart Holdings position peaked at $66.3M in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.