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Sterling Capital Management’s Upstart Holdings UPST Stock Holding History

Sterling 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 		$10.7K Sell
301
-257
-46% -$7.92K ﹤0.01% 2187
2026
Q1 		$14.3K Sell
558
-7
-1% -$246 ﹤0.01% 2185
2025
Q4 		$24.7K Buy
565
+361
+177% +$16.6K ﹤0.01% 2113
2025
Q3 		$10.4K Hold
204
– – ﹤0.01% 2468
2025
Q2 		$13.2K Buy
204
+121
+146% +$5.93K ﹤0.01% 1965
2025
Q1 		$3.82K Buy
83
+2
+2% +$124 ﹤0.01% 2295
2024
Q4 		$4.99K Buy
81
+2
+3% +$125 ﹤0.01% 2470
2024
Q3 		$3.16K Buy
+79
New +$2.63K ﹤0.01% 1972

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

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

Sterling Capital Management reduced its Upstart Holdings (UPST) stake by 46% in Q2 2026, selling an estimated $7.92K and leaving 301 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Sterling Capital Management first reported a position in UPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.7K in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Sterling Capital Management held 301 shares of Upstart Holdings worth $10.7K as of Q2 2026.
  • Sterling Capital Management sold 257 Upstart Holdings shares in Q2 2026, an estimated $7.92K.
  • Upstart Holdings made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2187 holding.
  • Sterling Capital Management first reported a position in Upstart Holdings in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's Upstart Holdings position peaked at $24.7K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.