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

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Osbon Capital Management's UPST Position: Q1 2026 in Review

Osbon Capital Management held its Upstart Holdings (UPST) position steady in Q1 2026 at 1,129 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #194.

Osbon Capital Management first reported a position in UPST in Q4 2025 and has held it in 2 quarters since. The position peaked at $49.4K in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Osbon Capital Management held 1,129 shares of Upstart Holdings worth $29K as of Q1 2026.
  • Osbon Capital Management left its Upstart Holdings share count unchanged in Q1 2026.
  • Upstart Holdings made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #194 holding.
  • Osbon Capital Management first reported a position in Upstart Holdings in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Upstart Holdings position peaked at $49.4K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.