SCM
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SCS Capital Management’s Upstart Holdings UPST Stock Holding History

SCS 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 		$1.24M Sell
35,000
-140
-0.4% -$4.31K 0.01% 259
2026
Q1 		$901K Hold
35,140
– – 0.01% 289
2025
Q4 		$1.54M Hold
35,140
– – 0.02% 238
2025
Q3 		$1.79M Sell
35,140
-4,860
-12% -$342K 0.02% 225
2025
Q2 		$2.59M Hold
40,000
– – 0.03% 199
2025
Q1 		$1.84M Buy
+40,000
New +$2.49M 0.02% 209

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

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

SCS Capital Management reduced its Upstart Holdings (UPST) stake by 0.4% in Q2 2026, selling an estimated $4.31K and leaving 35,000 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #259.

SCS Capital Management first reported a position in UPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.59M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • SCS Capital Management held 35,000 shares of Upstart Holdings worth $1.24M as of Q2 2026.
  • SCS Capital Management sold 140 Upstart Holdings shares in Q2 2026, an estimated $4.31K.
  • Upstart Holdings made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #259 holding.
  • SCS Capital Management first reported a position in Upstart Holdings in Q1 2025 and has held it in 6 quarters since.
  • SCS Capital Management's Upstart Holdings position peaked at $2.59M in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.