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 Q1	$305	Hold	1	–	–	﹤0.01%	7510
2025 Q4	$1.39K	Sell	1 -3	-75%	-$138	﹤0.01%	7188
2025 Q3	$20K	Buy	4 +1	+33%	+$70	﹤0.01%	5931
2025 Q2	$13.5K	Hold	3	–	–	﹤0.01%	5974
2025 Q1	$8.43K	Hold	3	–	–	﹤0.01%	5882
2024 Q4	$12.9K	Sell	3 -20	-87%	-$1.25K	﹤0.01%	5619
2024 Q3	$7.39K	Hold	23	–	–	﹤0.01%	6006
2024 Q2	$2.9K	Hold	23	–	–	﹤0.01%	6452
2024 Q1	$3.83K	Hold	23	–	–	﹤0.01%	6211
2023 Q4	$7.82K	Buy	23 +19	+475%	+$578	﹤0.01%	5951
2023 Q3	$4.55K	Hold	4	–	–	﹤0.01%	6318
2023 Q2	$6.21K	Buy	4 +3	+300%	+$69	﹤0.01%	6206
2023 Q1	$5	Buy	+1	New	+$17	﹤0.01%	7469
2022 Q2	–	Sell	-2	Closed	-$6K	–	7608
2022 Q1	$6K	Hold	2	–	–	﹤0.01%	6420
2021 Q4	$11K	Buy	+2	New	+$500	﹤0.01%	6206

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Osaic Holdings's UPST Position: Q1 2026 in Review

Osaic Holdings reduced its Upstart Holdings (UPST) stake by 18% in Q1 2026, selling an estimated $219K and leaving 27,587 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #3024.

Osaic Holdings first reported a position in UPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.87M in Q3 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Osaic Holdings held 27,587 shares of Upstart Holdings worth $708K as of Q1 2026.
Osaic Holdings sold 6,212 Upstart Holdings shares in Q1 2026, an estimated $219K.
Upstart Holdings made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3024 holding.
Osaic Holdings first reported a position in Upstart Holdings in Q4 2020 and has held it in 22 quarters since.
Osaic Holdings's Upstart Holdings position peaked at $8.87M in Q3 2021.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.