Perbak Capital Partners’s Upstart Holdings UPST Stock Holding History

Perbak Capital Partners’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	–	Sell	-7,217	Closed	-$316K	–	388
2025 Q4	$316K	Buy	+7,217	New	+$332K	0.1%	129

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

Perbak Capital Partners's UPST Position: Q1 2026 in Review

Perbak Capital Partners sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 7,217 shares — an estimated $316K sold.

Perbak Capital Partners first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $316K in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Perbak Capital Partners reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Perbak Capital Partners sold 7,217 Upstart Holdings shares in Q1 2026, an estimated $316K.
Perbak Capital Partners first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
Perbak Capital Partners's Upstart Holdings position peaked at $316K in Q4 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

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