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Orion Capital Management’s Upstart Holdings UPST Stock Holding History

Orion Capital Management’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 		$95.7K Hold
2,700
– – 0.03% 217
2026
Q1 		$69.3K Hold
2,700
– – 0.02% 234
2025
Q4 		$118K Sell
2,700
-50
-2% -$2.3K 0.04% 189
2025
Q3 		$140K Hold
2,750
– – 0.05% 167
2025
Q2 		$178K Sell
2,750
-10
-0.4% -$490 0.07% 144
2025
Q1 		$127K Sell
2,760
-1,500
-35% -$93.2K 0.05% 159
2024
Q4 		$262K Sell
4,260
-1,300
-23% -$81K 0.12% 105
2024
Q3 		$222K Buy
5,560
+270
+5% +$8.98K 0.11% 117
2024
Q2 		$125K Sell
5,290
-1,910
-27% -$46.1K 0.07% 140
2024
Q1 		$194K Buy
7,200
+1,500
+26% +$44.4K 0.1% 126
2023
Q4 		$233K Buy
5,700
+880
+18% +$26.8K 0.14% 109
2023
Q3 		$138K Sell
4,820
-890
-16% -$35.8K 0.09% 138
2023
Q2 		$204K Sell
5,710
-500
-8% -$11.5K 0.13% 124
2023
Q1 		$98.7K Sell
6,210
-200
-3% -$3.37K 0.07% 158
2022
Q4 		$84.7K Sell
6,410
-2,500
-28% -$48.3K 0.06% 160
2022
Q3 		$185K Buy
8,910
+2,300
+35% +$61.9K 0.15% 107
2022
Q2 		$209K Sell
6,610
-350
-5% -$20.8K 0.16% 96
2022
Q1 		$759K Buy
6,960
+630
+10% +$72.6K 0.46% 49
2021
Q4 		$958K Buy
6,330
+680
+12% +$170K 0.54% 46
2021
Q3 		$1.79M Buy
+5,650
New +$1.11M 1.08% 25

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

Orion Capital Management's UPST Position: Q2 2026 in Review

Orion Capital Management held its Upstart Holdings (UPST) position steady in Q2 2026 at 2,700 shares worth $95.7K. The position accounts for 0.03% of the portfolio, ranked #217.

Orion Capital Management first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.79M in Q3 2021. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Orion Capital Management held 2,700 shares of Upstart Holdings worth $95.7K as of Q2 2026.
  • Orion Capital Management left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up 0.03% of Orion Capital Management's portfolio in Q2 2026, its #217 holding.
  • Orion Capital Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
  • Orion Capital Management's Upstart Holdings position peaked at $1.79M in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.