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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 $871B AUM 31.28% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Marshall Wace's UPST Position: Q1 2026 in Review

Marshall Wace increased its Upstart Holdings (UPST) stake by 495% in Q1 2026, buying an estimated $96M and bringing the position to 3,280,110 shares worth $84.1M. The position accounts for 0.08% of the portfolio, ranked #211.

Marshall Wace first reported a position in UPST in Q2 2021 and has held it in 17 quarters since. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Marshall Wace held 3,280,110 shares of Upstart Holdings worth $84.1M as of Q1 2026.
Marshall Wace bought 2,728,942 Upstart Holdings shares in Q1 2026, an estimated $96M.
Upstart Holdings made up 0.08% of Marshall Wace's portfolio in Q1 2026, its #211 holding.
Marshall Wace first reported a position in Upstart Holdings in Q2 2021 and has held it in 17 quarters since.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.