Osaic Holdings
UPST icon

Osaic Holdings’s Upstart Holdings UPST Stock Holding History

Osaic Holdings’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 		$914K Sell
25,795
-1,792
-6% -$55.2K ﹤0.01% 3096
2026
Q1 		$708K Sell
27,587
-6,212
-18% -$219K ﹤0.01% 3024
2025
Q4 		$1.48M Sell
33,799
-7,635
-18% -$352K ﹤0.01% 2334
2025
Q3 		$2.79M Buy
41,434
+13,165
+47% +$926K ﹤0.01% 1896
2025
Q2 		$1.83M Buy
28,269
+168
+0.6% +$8.24K ﹤0.01% 1986
2025
Q1 		$1.29M Buy
28,101
+4,482
+19% +$279K ﹤0.01% 2010
2024
Q4 		$1.45M Sell
23,619
-1,246
-5% -$77.7K ﹤0.01% 1906
2024
Q3 		$995K Sell
24,865
-2,142
-8% -$71.2K ﹤0.01% 2255
2024
Q2 		$637K Buy
27,007
+8,083
+43% +$195K ﹤0.01% 2561
2024
Q1 		$509K Sell
18,924
-8,694
-31% -$257K ﹤0.01% 2923
2023
Q4 		$1.13M Sell
27,618
-6,171
-18% -$188K ﹤0.01% 2394
2023
Q3 		$964K Buy
33,789
+1,863
+6% +$74.9K ﹤0.01% 2657
2023
Q2 		$1.15M Buy
31,926
+6,370
+25% +$147K ﹤0.01% 2380
2023
Q1 		$407K Sell
25,556
-24,778
-49% -$417K ﹤0.01% 3269
2022
Q4 		$665K Buy
50,334
+16,917
+51% +$327K ﹤0.01% 2763
2022
Q3 		$695K Buy
33,417
+1,436
+4% +$38.6K ﹤0.01% 2570
2022
Q2 		$1.01M Sell
31,981
-11,016
-26% -$656K ﹤0.01% 2250
2022
Q1 		$4.59M Buy
42,997
+20,460
+91% +$2.36M 0.01% 1274
2021
Q4 		$3.41M Sell
22,537
-5,509
-20% -$1.38M 0.01% 1363
2021
Q3 		$8.87M Buy
28,046
+11,964
+74% +$2.36M 0.02% 726
2021
Q2 		$2.01M Buy
16,082
+9,070
+129% +$1.12M ﹤0.01% 1719
2021
Q1 		$904K Buy
7,012
+4,014
+134% +$308K ﹤0.01% 2322
2020
Q4 		$123K Buy
+2,998
New +$123K ﹤0.01% 3904

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

Osaic Holdings's UPST Position: Q2 2026 in Review

Osaic Holdings reduced its Upstart Holdings (UPST) stake by 6.5% in Q2 2026, selling an estimated $55.2K and leaving 25,795 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

Osaic Holdings first reported a position in UPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.87M in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Osaic Holdings held 25,795 shares of Upstart Holdings worth $914K as of Q2 2026.
  • Osaic Holdings sold 1,792 Upstart Holdings shares in Q2 2026, an estimated $55.2K.
  • Upstart Holdings made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3096 holding.
  • Osaic Holdings first reported a position in Upstart Holdings in Q4 2020 and has held it in 23 quarters since.
  • Osaic Holdings's Upstart Holdings position peaked at $8.87M in Q3 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.