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
Q1 		$1.18M Buy
46,000
+38,300
+497% +$1.35M ﹤0.01% 2053
2025
Q4 		$337K Buy
7,700
+2,200
+40% +$101K ﹤0.01% 2406
2025
Q3 		$279K Buy
+5,500
New +$387K ﹤0.01% 2456

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
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
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.