UBS Group’s Upstart Holdings UPST Stock Holding History

UBS Group’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	–	Sell	-35,000	Closed	-$1.24M	–	11655
2026 Q2	$1.24M	Buy	+35,000	New	+$1.08M	﹤0.01%	5536
2026 Q1	–	Sell	-60,200	Closed	-$2.63M	–	11197
2025 Q4	$2.63M	Buy	60,200 +45,200	+301%	+$2.08M	﹤0.01%	4700
2025 Q3	$762K	Buy	+15,000	New	+$1.06M	﹤0.01%	5777
2024 Q1	–	Sell	-10,000	Closed	-$409K	–	10054
2023 Q4	$409K	Hold	10,000	–	–	﹤0.01%	5253
2023 Q3	$285K	Buy	+10,000	New	+$402K	﹤0.01%	5094
2022 Q2	–	Sell	-4,769	Closed	-$520K	–	10975
2022 Q1	$520K	Buy	+4,769	New	+$549K	﹤0.01%	4659

Other funds holding UPST

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group's UPST Position: Q3 2026 in Review

UBS Group reduced its Upstart Holdings (UPST) stake by 15% in Q3 2026, selling an estimated $6.26M and leaving 1,284,775 shares worth $29.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

UBS Group first reported a position in UPST in Q4 2020 and has held it in 24 quarters since. The position peaked at $53.3M in Q2 2026. 235 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

UBS Group held 1,284,775 shares of Upstart Holdings worth $29.5M as of Q3 2026.
UBS Group sold 218,661 Upstart Holdings shares in Q3 2026, an estimated $6.26M.
Upstart Holdings made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2231 holding.
UBS Group first reported a position in Upstart Holdings in Q4 2020 and has held it in 24 quarters since.
UBS Group's Upstart Holdings position peaked at $53.3M in Q2 2026.
235 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.