Matthew Hamilton Rosenberg’s Upstart Holdings UPST Stock Holding History

Matthew Hamilton Rosenberg’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	$10.6K	Hold	300	–	–	﹤0.01%	618
2026 Q1	$7.7K	Hold	300	–	–	﹤0.01%	647
2025 Q4	$13.1K	Hold	300	–	–	﹤0.01%	593
2025 Q3	$15.2K	Hold	300	–	–	﹤0.01%	584
2025 Q2	$19.4K	Hold	300	–	–	﹤0.01%	565
2025 Q1	$13.8K	Hold	300	–	–	﹤0.01%	587
2024 Q4	$18.5K	Hold	300	–	–	﹤0.01%	547
2024 Q3	$12K	Hold	300	–	–	﹤0.01%	594
2024 Q2	$6.87K	Hold	300	–	–	﹤0.01%	628
2024 Q1	$7.93K	Hold	300	–	–	﹤0.01%	638
2023 Q4	$12.3K	Hold	300	–	–	﹤0.01%	586
2023 Q3	$8.56K	Hold	300	–	–	﹤0.01%	635
2023 Q2	$10.7K	Hold	300	–	–	﹤0.01%	617
2023 Q1	$4.77K	Hold	300	–	–	﹤0.01%	730
2022 Q4	$3.97K	Buy	+300	New	+$5.8K	﹤0.01%	736

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's UPST Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Upstart Holdings (UPST) position steady in Q2 2026 at 300 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Matthew Hamilton Rosenberg first reported a position in UPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.4K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Matthew Hamilton Rosenberg held 300 shares of Upstart Holdings worth $10.6K as of Q2 2026.
Matthew Hamilton Rosenberg left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #618 holding.
Matthew Hamilton Rosenberg first reported a position in Upstart Holdings in Q4 2022 and has held it in 15 quarters since.
Matthew Hamilton Rosenberg's Upstart Holdings position peaked at $19.4K in Q2 2025.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.