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
2022
Q3 		– Sell
-15
Closed -$3K – 7521
2022
Q2 		$3K Buy
+15
New +$893 ﹤0.01% 6773

Other funds holding UPST

BlackRock
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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.