Shelton Capital Management’s Upstart Holdings UPST Stock Holding History

Shelton 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 Q1	$462K	Hold	18,000	–	–	0.01%	376
2025 Q4	$787K	Hold	18,000	–	–	0.02%	286
2025 Q3	$914K	Hold	18,000	–	–	0.02%	273
2025 Q2	$1.16M	Hold	18,000	–	–	0.03%	262
2025 Q1	$829K	Hold	18,000	–	–	0.02%	281
2024 Q4	$1.11M	Sell	18,000 -2,000	-10%	-$125K	0.03%	262
2024 Q3	$800K	Hold	20,000	–	–	0.02%	291
2024 Q2	$472K	Hold	20,000	–	–	0.01%	355
2024 Q1	$538K	Sell	20,000 -200	-1%	-$5.92K	0.02%	342
2023 Q4	$825K	Buy	+20,200	New	+$615K	0.03%	281

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

Shelton Capital Management's UPST Position: Q1 2026 in Review

Shelton Capital Management held its Upstart Holdings (UPST) position steady in Q1 2026 at 18,000 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #376.

Shelton Capital Management first reported a position in UPST in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q2 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Shelton Capital Management held 18,000 shares of Upstart Holdings worth $462K as of Q1 2026.
Shelton Capital Management left its Upstart Holdings share count unchanged in Q1 2026.
Upstart Holdings made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #376 holding.
Shelton Capital Management first reported a position in Upstart Holdings in Q4 2023 and has held it in 10 quarters since.
Shelton Capital Management's Upstart Holdings position peaked at $1.16M in Q2 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.