State Street
UPST icon

State Street’s Upstart Holdings UPST Stock Holding History

State Street’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 		$75.1M Buy
2,118,467
+65,381
+3% +$2.01M ﹤0.01% 1642
2026
Q1 		$52.7M Buy
2,053,086
+52,033
+3% +$1.83M ﹤0.01% 1715
2025
Q4 		$87.5M Sell
2,001,053
-50,299
-2% -$2.32M ﹤0.01% 1433
2025
Q3 		$104M Sell
2,051,352
-24,667
-1% -$1.74M ﹤0.01% 1315
2025
Q2 		$134M Buy
2,076,019
+67,270
+3% +$3.3M 0.01% 1146
2025
Q1 		$92.5M Sell
2,008,749
-22,755
-1% -$1.41M ﹤0.01% 1308
2024
Q4 		$125M Sell
2,031,504
-233,867
-10% -$14.6M ﹤0.01% 1208
2024
Q3 		$90.6M Buy
2,265,371
+1,949
+0.1% +$64.8K ﹤0.01% 1384
2024
Q2 		$53.4M Buy
2,263,422
+395,242
+21% +$9.54M ﹤0.01% 1646
2024
Q1 		$50.2M Buy
1,868,180
+32,711
+2% +$967K ﹤0.01% 1727
2023
Q4 		$75M Buy
1,835,469
+86,726
+5% +$2.64M ﹤0.01% 1476
2023
Q3 		$49.9M Buy
1,748,743
+24,279
+1% +$976K ﹤0.01% 1626
2023
Q2 		$61.8M Buy
1,724,464
+556,568
+48% +$12.8M ﹤0.01% 1528
2023
Q1 		$18.6M Sell
1,167,896
-4,052
-0.3% -$68.2K ﹤0.01% 2280
2022
Q4 		$15.5M Sell
1,171,948
-2,374
-0.2% -$45.9K ﹤0.01% 2431
2022
Q3 		$24.4M Sell
1,174,322
-144,810
-11% -$3.89M ﹤0.01% 2076
2022
Q2 		$41.7M Buy
1,319,132
+353,154
+37% +$21M ﹤0.01% 1773
2022
Q1 		$105M Buy
965,978
+177,706
+23% +$20.5M 0.01% 1259
2021
Q4 		$119M Buy
788,272
+108,404
+16% +$27.1M 0.01% 1156
2021
Q3 		$215M Buy
679,868
+397,155
+140% +$78.3M 0.01% 801
2021
Q2 		$35.3M Buy
282,713
+161,641
+134% +$19.9M ﹤0.01% 2108
2021
Q1 		$15.6M Buy
+121,072
New +$9.28M ﹤0.01% 2506

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street's UPST Position: Q2 2026 in Review

State Street increased its Upstart Holdings (UPST) stake by 3.2% in Q2 2026, buying an estimated $2.01M and bringing the position to 2,118,467 shares worth $75.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

State Street first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $215M in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • State Street held 2,118,467 shares of Upstart Holdings worth $75.1M as of Q2 2026.
  • State Street bought 65,381 Upstart Holdings shares in Q2 2026, an estimated $2.01M.
  • Upstart Holdings made up ﹤0.01% of State Street's portfolio in Q2 2026, its #1642 holding.
  • State Street first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • State Street's Upstart Holdings position peaked at $215M in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.