Mariner
UPST icon

Mariner’s Upstart Holdings UPST Stock Holding History

Mariner’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 		$1.66M Buy
46,970
+10,071
+27% +$310K ﹤0.01% 1607
2026
Q1 		$946K Buy
36,899
+11,885
+48% +$418K ﹤0.01% 2014
2025
Q4 		$1.09M Sell
25,014
-2,296
-8% -$106K ﹤0.01% 1886
2025
Q3 		$1.39M Sell
27,310
-14,075
-34% -$990K ﹤0.01% 1664
2025
Q2 		$2.68M Buy
41,385
+10,776
+35% +$528K ﹤0.01% 1169
2025
Q1 		$1.41M Buy
30,609
+8,169
+36% +$508K ﹤0.01% 1447
2024
Q4 		$1.38M Buy
22,440
+20
+0.1% +$1.25K ﹤0.01% 1435
2024
Q3 		$898K Sell
22,420
-4,673
-17% -$155K ﹤0.01% 1694
2024
Q2 		$639K Sell
27,093
-15,508
-36% -$374K ﹤0.01% 1869
2024
Q1 		$1.15M Buy
42,601
+1,006
+2% +$29.8K ﹤0.01% 1419
2023
Q4 		$1.7M Buy
41,595
+3,685
+10% +$112K ﹤0.01% 1132
2023
Q3 		$1.08M Buy
37,910
+13,032
+52% +$524K ﹤0.01% 1278
2023
Q2 		$890K Buy
24,878
+8,004
+47% +$184K ﹤0.01% 1378
2023
Q1 		$268K Buy
16,874
+1,306
+8% +$22K ﹤0.01% 2156
2022
Q4 		$206K Buy
+15,568
New +$301K ﹤0.01% 2337

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

Mariner's UPST Position: Q2 2026 in Review

Mariner increased its Upstart Holdings (UPST) stake by 27% in Q2 2026, buying an estimated $310K and bringing the position to 46,970 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Mariner first reported a position in UPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.68M in Q2 2025. 366 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Mariner held 46,970 shares of Upstart Holdings worth $1.66M as of Q2 2026.
  • Mariner bought 10,071 Upstart Holdings shares in Q2 2026, an estimated $310K.
  • Upstart Holdings made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1607 holding.
  • Mariner first reported a position in Upstart Holdings in Q4 2022 and has held it in 15 quarters since.
  • Mariner's Upstart Holdings position peaked at $2.68M in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.