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SBI Securities’s Upstart Holdings UPST Stock Holding History

SBI Securities’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 		$593K Sell
16,744
-1,007
-6% -$31K 0.01% 388
2026
Q1 		$455K Sell
17,751
-217
-1% -$7.63K 0.01% 424
2025
Q4 		$786K Buy
17,968
+950
+6% +$43.7K 0.02% 309
2025
Q3 		$865K Sell
17,018
-6,308
-27% -$444K 0.02% 293
2025
Q2 		$1.51M Sell
23,326
-4,545
-16% -$223K 0.04% 212
2025
Q1 		$1.28M Buy
27,871
+11,389
+69% +$708K 0.04% 217
2024
Q4 		$1.01M Buy
+16,482
New +$1.03M 0.03% 243

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 $3.37T 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

SBI Securities's UPST Position: Q2 2026 in Review

SBI Securities reduced its Upstart Holdings (UPST) stake by 5.7% in Q2 2026, selling an estimated $31K and leaving 16,744 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #388.

SBI Securities first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • SBI Securities held 16,744 shares of Upstart Holdings worth $593K as of Q2 2026.
  • SBI Securities sold 1,007 Upstart Holdings shares in Q2 2026, an estimated $31K.
  • Upstart Holdings made up 0.01% of SBI Securities's portfolio in Q2 2026, its #388 holding.
  • SBI Securities first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Upstart Holdings position peaked at $1.51M in Q2 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.