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

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
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.