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Osbon Capital Management’s Upstart Holdings UPST Stock Holding History

Osbon 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 		$40K Hold
1,129
– – 0.03% 143
2026
Q1 		$29K Hold
1,129
– – 0.02% 194
2025
Q4 		$49.4K Buy
+1,129
New +$52K 0.05% 114

Other funds holding UPST

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Vanguard Portfolio Management
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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

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

Osbon Capital Management held its Upstart Holdings (UPST) position steady in Q2 2026 at 1,129 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #143.

Osbon Capital Management first reported a position in UPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.4K in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Osbon Capital Management held 1,129 shares of Upstart Holdings worth $40K as of Q2 2026.
  • Osbon Capital Management left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up 0.03% of Osbon Capital Management's portfolio in Q2 2026, its #143 holding.
  • Osbon Capital Management first reported a position in Upstart Holdings in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Upstart Holdings position peaked at $49.4K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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