National Bank of Canada
UPST icon

National Bank of Canada’s Upstart Holdings UPST Stock Holding History

National Bank of Canada’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
2025
Q1 		– Sell
-10,404
Closed -$64.1M – 3168
2024
Q4 		$64.1M Sell
10,404
-26
-0.2% -$1.62K 0.07% 257
2024
Q3 		$41.7M Sell
10,430
-10
-0.1% -$333 0.05% 328
2024
Q2 		$23.9M Sell
10,440
-815
-7% -$19.7K 0.03% 349
2024
Q1 		$28.6M Sell
11,255
-4,630
-29% -$137K 0.04% 323
2023
Q4 		$61.6M Sell
15,885
-2,125
-12% -$64.7K 0.1% 192
2023
Q3 		$49.6M Sell
18,010
-5,014
-22% -$202K 0.08% 229
2023
Q2 		$87.9M Sell
23,024
-22,300
-49% -$513K 0.16% 122
2023
Q1 		$72M Buy
45,324
+15,015
+50% +$253K 0.18% 111
2022
Q4 		$40.1M Buy
30,309
+26,341
+664% +$509K 0.1% 174
2022
Q3 		$8.25M Buy
3,968
+213
+6% +$5.73K 0.04% 405
2022
Q2 		$11.9M Buy
+3,755
New +$224K 0.05% 356

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 56.25% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

National Bank of Canada's UPST Position: Q1 2026 in Review

National Bank of Canada increased its Upstart Holdings (UPST) stake by 26% in Q1 2026, buying an estimated $4.33K and bringing the position to 601 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

National Bank of Canada first reported a position in UPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.36M in Q4 2024. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • National Bank of Canada held 601 shares of Upstart Holdings worth $15.4K as of Q1 2026.
  • National Bank of Canada bought 123 Upstart Holdings shares in Q1 2026, an estimated $4.33K.
  • Upstart Holdings made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2233 holding.
  • National Bank of Canada first reported a position in Upstart Holdings in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Upstart Holdings position peaked at $8.36M in Q4 2024.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.