Marshall Wace
UPST icon

Marshall Wace’s Upstart Holdings UPST Stock Holding History

Marshall Wace’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 		– Sell
-63,500
Closed -$1.63M – 3777
2026
Q1 		$1.63M Buy
63,500
+58,800
+1,251% +$2.07M ﹤0.01% 1898
2025
Q4 		$206K Buy
+4,700
New +$216K ﹤0.01% 2588

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace's UPST Position: Q2 2026 in Review

Marshall Wace reduced its Upstart Holdings (UPST) stake by 28% in Q2 2026, selling an estimated $28M and leaving 2,370,690 shares worth $84M. The position accounts for 0.07% of the portfolio, ranked #236.

Marshall Wace first reported a position in UPST in Q2 2021 and has held it in 18 quarters since. The position peaked at $84.1M in Q1 2026. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Marshall Wace held 2,370,690 shares of Upstart Holdings worth $84M as of Q2 2026.
  • Marshall Wace sold 909,420 Upstart Holdings shares in Q2 2026, an estimated $28M.
  • Upstart Holdings made up 0.07% of Marshall Wace's portfolio in Q2 2026, its #236 holding.
  • Marshall Wace first reported a position in Upstart Holdings in Q2 2021 and has held it in 18 quarters since.
  • Marshall Wace's Upstart Holdings position peaked at $84.1M in Q1 2026.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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