Neuberger Berman Group
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Neuberger Berman Group’s Upstart Holdings UPST Stock Holding History

Neuberger Berman Group’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 		$226K Buy
+6,366
New +$196K ﹤0.01% 2129
2026
Q1 		– Sell
-6,532
Closed -$286K – 2255
2025
Q4 		$286K Buy
6,532
+266
+4% +$12.2K ﹤0.01% 1822
2025
Q3 		$318K Sell
6,266
-1,841
-23% -$130K ﹤0.01% 1739
2025
Q2 		$524K Buy
8,107
+928
+13% +$45.5K ﹤0.01% 1556
2025
Q1 		$330K Sell
7,179
-207
-3% -$12.9K ﹤0.01% 1670
2024
Q4 		$455K Sell
7,386
-413
-5% -$25.7K ﹤0.01% 1547
2024
Q3 		$312K Buy
+7,799
New +$259K ﹤0.01% 1671
2022
Q3 		– Sell
-23,911
Closed -$756K – 1903
2022
Q2 		$756K Sell
23,911
-36,129
-60% -$2.15M ﹤0.01% 1363
2022
Q1 		$6.55M Sell
60,040
-6,452
-10% -$743K 0.01% 899
2021
Q4 		$10.1M Sell
66,492
-2,546
-4% -$636K 0.01% 826
2021
Q3 		$21.8M Sell
69,038
-2,509
-4% -$495K 0.02% 656
2021
Q2 		$8.94M Sell
71,547
-19,777
-22% -$2.43M 0.01% 845
2021
Q1 		$11.8M Sell
91,324
-175,693
-66% -$13.5M 0.01% 799
2020
Q4 		$10.9M Buy
+267,017
New +$11M 0.01% 765

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

Neuberger Berman Group's UPST Position: Q2 2026 in Review

Neuberger Berman Group opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,366 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #2129 among its holdings. This is a return to the name: Neuberger Berman Group previously reported a position in UPST as recently as Q4 2025.

Neuberger Berman Group first reported a position in UPST in Q4 2020 and has held it in 14 quarters since. The position peaked at $21.8M in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Neuberger Berman Group held 6,366 shares of Upstart Holdings worth $226K as of Q2 2026.
  • Upstart Holdings was a new Neuberger Berman Group position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #2129 holding.
  • Neuberger Berman Group first reported a position in Upstart Holdings in Q4 2020 and has held it in 14 quarters since.
  • Neuberger Berman Group's Upstart Holdings position peaked at $21.8M in Q3 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.