Northern Trust
UPST icon

Northern Trust’s Upstart Holdings UPST Stock Holding History

Northern Trust’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 		$27.8M Buy
785,102
+26,215
+3% +$808K ﹤0.01% 1599
2026
Q1 		$19.5M Buy
758,887
+14,701
+2% +$517K ﹤0.01% 1700
2025
Q4 		$32.5M Sell
744,186
-41,126
-5% -$1.89M ﹤0.01% 1374
2025
Q3 		$39.9M Buy
785,312
+593
+0.1% +$41.7K 0.01% 1272
2025
Q2 		$50.8M Buy
784,719
+9,913
+1% +$486K 0.01% 1099
2025
Q1 		$35.7M Sell
774,806
-7,751
-1% -$482K 0.01% 1291
2024
Q4 		$48.2M Buy
782,557
+109,164
+16% +$6.8M 0.01% 1142
2024
Q3 		$26.9M Buy
673,393
+24,484
+4% +$814K ﹤0.01% 1441
2024
Q2 		$15.3M Sell
648,909
-15,168
-2% -$366K ﹤0.01% 1727
2024
Q1 		$17.9M Sell
664,077
-47,754
-7% -$1.41M ﹤0.01% 1664
2023
Q4 		$29.1M Sell
711,831
-6,914
-1% -$211K 0.01% 1364
2023
Q3 		$20.5M Buy
718,745
+8,091
+1% +$325K ﹤0.01% 1525
2023
Q2 		$25.4M Buy
710,654
+416,513
+142% +$9.58M ﹤0.01% 1424
2023
Q1 		$4.67M Buy
294,141
+2,050
+0.7% +$34.5K ﹤0.01% 2510
2022
Q4 		$3.86M Buy
292,091
+9,083
+3% +$176K ﹤0.01% 2636
2022
Q3 		$5.88M Sell
283,008
-136,936
-33% -$3.68M ﹤0.01% 2368
2022
Q2 		$13.3M Sell
419,944
-13,299
-3% -$792K ﹤0.01% 1814
2022
Q1 		$47.3M Buy
433,243
+90,383
+26% +$10.4M 0.01% 1070
2021
Q4 		$51.9M Buy
342,860
+29,645
+9% +$7.41M 0.01% 1068
2021
Q3 		$99.1M Buy
313,215
+228,662
+270% +$45.1M 0.02% 659
2021
Q2 		$10.6M Buy
84,553
+10,816
+15% +$1.33M ﹤0.01% 2326
2021
Q1 		$9.5M Buy
+73,737
New +$5.65M ﹤0.01% 2330

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

Northern Trust's UPST Position: Q2 2026 in Review

Northern Trust increased its Upstart Holdings (UPST) stake by 3.5% in Q2 2026, buying an estimated $808K and bringing the position to 785,102 shares worth $27.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Northern Trust first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $99.1M in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Northern Trust held 785,102 shares of Upstart Holdings worth $27.8M as of Q2 2026.
  • Northern Trust bought 26,215 Upstart Holdings shares in Q2 2026, an estimated $808K.
  • Upstart Holdings made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #1599 holding.
  • Northern Trust first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Northern Trust's Upstart Holdings position peaked at $99.1M in Q3 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.