Schroder Investment Management Group
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Schroder Investment Management Group’s Upstart Holdings UPST Stock Holding History

Schroder Investment Management Group’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 		$26.5K Hold
756
– – ﹤0.01% 1167
2026
Q1 		$18.3K Buy
+756
New +$26.6K ﹤0.01% 1175

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
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

Schroder Investment Management Group's UPST Position: Q2 2026 in Review

Schroder Investment Management Group held its Upstart Holdings (UPST) position steady in Q2 2026 at 756 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Schroder Investment Management Group first reported a position in UPST in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Schroder Investment Management Group held 756 shares of Upstart Holdings worth $26.5K as of Q2 2026.
  • Schroder Investment Management Group left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1167 holding.
  • Schroder Investment Management Group first reported a position in Upstart Holdings in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.