Michael Gelband’s Upstart Holdings UPST Stock Holding History

Michael Gelband’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	$2.68M	Buy	+75,579	New	+$2.33M	0.02%	709
2026 Q1	–	Sell	-25,756	Closed	-$1.13M	–	2125
2025 Q4	$1.13M	Buy	+25,756	New	+$1.19M	0.01%	951
2025 Q3	–	Sell	-50,722	Closed	-$3.28M	–	2048
2025 Q2	$3.28M	Sell	50,722 -45,358	-47%	-$2.22M	0.03%	564
2025 Q1	$4.42M	Buy	96,080 +30,088	+46%	+$1.87M	0.04%	440
2024 Q4	$4.06M	Buy	+65,992	New	+$4.11M	0.03%	497
2023 Q1	–	Sell	-44,100	Closed	-$583K	–	2150
2022 Q4	$583K	Buy	44,100 +32,043	+266%	+$619K	0.01%	1119
2022 Q3	$251K	Buy	+12,057	New	+$324K	﹤0.01%	1574
2022 Q2	–	Sell	-4,063	Closed	-$443K	–	2481
2022 Q1	$443K	Sell	4,063 -2,177	-35%	-$251K	0.01%	1601
2021 Q4	$944K	Buy	+6,240	New	+$1.56M	0.01%	1109
2021 Q3	–	Sell	-3,696	Closed	-$462K	–	2658
2021 Q2	$462K	Buy	+3,696	New	+$455K	0.01%	1488
2021 Q1	–	Sell	-9,825	Closed	-$400K	–	2635
2020 Q4	$400K	Buy	+9,825	New	+$403K	﹤0.01%	1381

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

Michael Gelband's UPST Position: Q2 2026 in Review

Michael Gelband opened a new position in Upstart Holdings (UPST) in Q2 2026: 75,579 shares worth $2.68M. The stake represents 0.02% of the portfolio and ranks #709 among its holdings. This is a return to the name: Michael Gelband previously reported a position in UPST as recently as Q4 2025.

Michael Gelband first reported a position in UPST in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.42M in Q1 2025. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Michael Gelband held 75,579 shares of Upstart Holdings worth $2.68M as of Q2 2026.
Upstart Holdings was a new Michael Gelband position in Q2 2026.
Upstart Holdings made up 0.02% of Michael Gelband's portfolio in Q2 2026, its #709 holding.
Michael Gelband first reported a position in Upstart Holdings in Q4 2020 and has held it in 11 quarters since.
Michael Gelband's Upstart Holdings position peaked at $4.42M in Q1 2025.
365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.