SignatureFD
UPST icon

SignatureFD’s Upstart Holdings UPST Stock Holding History

SignatureFD’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
Q3 		$27.2K Buy
1,182
+313
+36% +$8.96K ﹤0.01% 2274
2026
Q2 		$30.8K Sell
869
-587
-40% -$18.1K ﹤0.01% 2137
2026
Q1 		$37.3K Buy
1,456
+233
+19% +$8.2K ﹤0.01% 1898
2025
Q4 		$53.5K Buy
1,223
+428
+54% +$19.7K ﹤0.01% 1608
2025
Q3 		$40.4K Sell
795
-99
-11% -$6.96K ﹤0.01% 1751
2025
Q2 		$57.8K Sell
894
-80
-8% -$3.92K ﹤0.01% 1509
2025
Q1 		$44.8K Buy
974
+66
+7% +$4.1K ﹤0.01% 1633
2024
Q4 		$55.9K Buy
908
+15
+2% +$935 ﹤0.01% 1524
2024
Q3 		$35.7K Buy
893
+13
+1% +$432 ﹤0.01% 1760
2024
Q2 		$20.8K Sell
880
-17
-2% -$410 ﹤0.01% 1953
2024
Q1 		$24.1K Sell
897
-204
-19% -$6.03K ﹤0.01% 1904
2023
Q4 		$45K Sell
1,101
-674
-38% -$20.5K ﹤0.01% 1524
2023
Q3 		$50.7K Sell
1,775
-50
-3% -$2.01K ﹤0.01% 1390
2023
Q2 		$65.3K Buy
1,825
+117
+7% +$2.69K ﹤0.01% 1286
2023
Q1 		$27.1K Buy
1,708
+556
+48% +$9.35K ﹤0.01% 1700
2022
Q4 		$15.2K Buy
1,152
+272
+31% +$5.26K ﹤0.01% 1940
2022
Q3 		$18K Buy
880
+177
+25% +$4.76K ﹤0.01% 1806
2022
Q2 		$22K Buy
703
+311
+79% +$18.5K ﹤0.01% 1727
2022
Q1 		$43K Buy
392
+288
+277% +$33.2K ﹤0.01% 1456
2021
Q4 		$16K Sell
104
-54
-34% -$13.5K ﹤0.01% 1896
2021
Q3 		$50K Buy
+158
New +$31.2K ﹤0.01% 1300

Other funds holding UPST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

SignatureFD's UPST Position: Q3 2026 in Review

SignatureFD increased its Upstart Holdings (UPST) stake by 36% in Q3 2026, buying an estimated $8.96K and bringing the position to 1,182 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

SignatureFD first reported a position in UPST in Q3 2021 and has held it in 21 quarters since. The position peaked at $65.3K in Q2 2023. 198 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • SignatureFD held 1,182 shares of Upstart Holdings worth $27.2K as of Q3 2026.
  • SignatureFD bought 313 Upstart Holdings shares in Q3 2026, an estimated $8.96K.
  • Upstart Holdings made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2274 holding.
  • SignatureFD first reported a position in Upstart Holdings in Q3 2021 and has held it in 21 quarters since.
  • SignatureFD's Upstart Holdings position peaked at $65.3K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.