Maxi Investments CY’s Upstart Holdings UPST Stock Holding History

Maxi Investments CY’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	$4.96M	Hold	193,400	–	–	1.08%	22
2025 Q4	$8.46M	Buy	+193,400	New	+$8.91M	1.54%	16
2025 Q2	–	Sell	-24,400	Closed	-$1.12M	–	155
2025 Q1	$1.12M	Sell	24,400 -5,200	-18%	-$323K	0.22%	88
2024 Q4	$1.82M	Buy	29,600 +5,200	+21%	+$324K	0.35%	47
2024 Q3	$976K	Sell	24,400 -5,700	-19%	-$190K	0.26%	43
2024 Q2	$710K	Hold	30,100	–	–	0.16%	98
2024 Q1	$809K	Hold	30,100	–	–	0.22%	76
2023 Q4	$1.23M	Hold	30,100	–	–	0.35%	40
2023 Q3	$859K	Hold	30,100	–	–	0.4%	25
2023 Q2	$1.08M	Hold	30,100	–	–	0.77%	33
2023 Q1	$478K	Hold	30,100	–	–	0.34%	39
2022 Q4	$398K	Hold	30,100	–	–	0.38%	39
2022 Q3	$626K	Hold	30,100	–	–	0.47%	43
2022 Q2	$952K	Buy	30,100 +6,250	+26%	+$372K	0.68%	42
2022 Q1	$2.6M	Buy	23,850 +21,800	+1,063%	+$2.51M	1.53%	21
2021 Q4	$310K	Buy	+2,050	New	+$512K	0.17%	52

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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 $617M AUM 69.99% 1-Year Est. Return

Maxi Investments CY's UPST Position: Q1 2026 in Review

Maxi Investments CY held its Upstart Holdings (UPST) position steady in Q1 2026 at 193,400 shares worth $4.96M. The position accounts for 1.08% of the portfolio, ranked #22.

Maxi Investments CY first reported a position in UPST in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.46M in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Maxi Investments CY held 193,400 shares of Upstart Holdings worth $4.96M as of Q1 2026.
Maxi Investments CY left its Upstart Holdings share count unchanged in Q1 2026.
Upstart Holdings made up 1.08% of Maxi Investments CY's portfolio in Q1 2026, its #22 holding.
Maxi Investments CY first reported a position in Upstart Holdings in Q4 2021 and has held it in 16 quarters since.
Maxi Investments CY's Upstart Holdings position peaked at $8.46M in Q4 2025.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Maxi Investments CY's 13F filing for Q1 2026, filed 14 May 2026.