Prudential Financial’s Upstart Holdings UPST Stock Holding History

Prudential Financial’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	$350K	Buy	13,630 +8,285	+155%	+$291K	﹤0.01%	1977
2025 Q4	$234K	Sell	5,345 -96,350	-95%	-$4.44M	﹤0.01%	2050
2025 Q3	$5.17M	Buy	101,695 +12,020	+13%	+$846K	0.01%	923
2025 Q2	$5.8M	Buy	89,675 +82,305	+1,117%	+$4.04M	0.01%	847
2025 Q1	$339K	Sell	7,370 -3,433	-32%	-$213K	﹤0.01%	1953
2024 Q4	$665K	Buy	10,803 +4,688	+77%	+$292K	﹤0.01%	1724
2024 Q3	$245K	Buy	+6,115	New	+$203K	﹤0.01%	2461
2024 Q1	–	Sell	-5,695	Closed	-$233K	–	2761
2023 Q4	$233K	Buy	+5,695	New	+$173K	﹤0.01%	2394
2023 Q3	–	Sell	-33,225	Closed	-$1.19M	–	2701
2023 Q2	$1.19M	Buy	+33,225	New	+$764K	﹤0.01%	1721
2022 Q1	–	Sell	-1,656	Closed	-$255K	–	2698
2021 Q4	$255K	Sell	1,656 -26	-2%	-$6.5K	﹤0.01%	2464
2021 Q3	$387K	Buy	+1,682	New	+$332K	﹤0.01%	2229

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

Prudential Financial's UPST Position: Q1 2026 in Review

Prudential Financial increased its Upstart Holdings (UPST) stake by 155% in Q1 2026, buying an estimated $291K and bringing the position to 13,630 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Prudential Financial first reported a position in UPST in Q3 2021 and has held it in 11 quarters since. The position peaked at $5.8M in Q2 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Prudential Financial held 13,630 shares of Upstart Holdings worth $350K as of Q1 2026.
Prudential Financial bought 8,285 Upstart Holdings shares in Q1 2026, an estimated $291K.
Upstart Holdings made up ﹤0.01% of Prudential Financial's portfolio in Q1 2026, its #1977 holding.
Prudential Financial first reported a position in Upstart Holdings in Q3 2021 and has held it in 11 quarters since.
Prudential Financial's Upstart Holdings position peaked at $5.8M in Q2 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Prudential Financial's 13F filing for Q1 2026, filed 13 May 2026.