Rockefeller Capital Management
UPST icon

Rockefeller Capital Management’s Upstart Holdings UPST Stock Holding History

Rockefeller 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 		$821K Buy
23,177
+8,582
+59% +$264K ﹤0.01% 1827
2026
Q1 		$374K Sell
14,595
-2,721
-16% -$95.7K ﹤0.01% 2140
2025
Q4 		$757K Sell
17,316
-1,077
-6% -$49.6K ﹤0.01% 1683
2025
Q3 		$934K Sell
18,393
-358
-2% -$25.2K ﹤0.01% 1450
2025
Q2 		$1.21M Sell
18,751
-2,653
-12% -$130K ﹤0.01% 1264
2025
Q1 		$985K Buy
+21,404
New +$1.33M ﹤0.01% 1267
2024
Q2 		– Sell
-15,189
Closed -$408K – 1735
2024
Q1 		$408K Sell
15,189
-3,171
-17% -$93.8K ﹤0.01% 1525
2023
Q4 		$750K Sell
18,360
-570
-3% -$17.4K ﹤0.01% 1239
2023
Q3 		$540K Sell
18,930
-1,316
-7% -$52.9K ﹤0.01% 1270
2023
Q2 		$725K Buy
20,246
+459
+2% +$10.6K ﹤0.01% 1208
2023
Q1 		$314K Sell
19,787
-3,965
-17% -$66.7K ﹤0.01% 1556
2022
Q4 		$314K Sell
23,752
-18,956
-44% -$366K ﹤0.01% 1456
2022
Q3 		$887K Buy
42,708
+2,260
+6% +$60.8K ﹤0.01% 1058
2022
Q2 		$1.28M Buy
40,448
+33,332
+468% +$1.99M 0.01% 921
2022
Q1 		$776K Buy
7,116
+3,151
+79% +$363K ﹤0.01% 1152
2021
Q4 		$599K Buy
3,965
+1,614
+69% +$403K ﹤0.01% 1252
2021
Q3 		$743K Buy
2,351
+416
+21% +$82.1K ﹤0.01% 1108
2021
Q2 		$241K Buy
+1,935
New +$238K ﹤0.01% 1444

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

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

Rockefeller Capital Management increased its Upstart Holdings (UPST) stake by 59% in Q2 2026, buying an estimated $264K and bringing the position to 23,177 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Rockefeller Capital Management first reported a position in UPST in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q2 2022. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Rockefeller Capital Management held 23,177 shares of Upstart Holdings worth $821K as of Q2 2026.
  • Rockefeller Capital Management bought 8,582 Upstart Holdings shares in Q2 2026, an estimated $264K.
  • Upstart Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1827 holding.
  • Rockefeller Capital Management first reported a position in Upstart Holdings in Q2 2021 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Upstart Holdings position peaked at $1.28M in Q2 2022.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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