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 Q1	$9.62M	Buy	375,000 +285,000	+317%	+$10M	﹤0.01%	3397
2025 Q4	$3.94M	Hold	90,000	–	–	﹤0.01%	4265
2025 Q3	$4.57M	Buy	+90,000	New	+$6.33M	﹤0.01%	4134
2023 Q2	–	Sell	-50,000	Closed	-$795K	–	9687
2023 Q1	$795K	Buy	+50,000	New	+$841K	﹤0.01%	4302
2022 Q4	–	Sell	-10,000	Closed	-$208K	–	11163
2022 Q3	$208K	Buy	+10,000	New	+$269K	﹤0.01%	5053
2022 Q2	–	Sell	-5,700	Closed	-$622K	–	10976
2022 Q1	$622K	Buy	5,700 +5,600	+5,600%	+$645K	﹤0.01%	4530
2021 Q4	$15K	Hold	100	–	–	﹤0.01%	8265
2021 Q3	$32K	Hold	100	–	–	﹤0.01%	6698
2021 Q2	$12K	Sell	100 -7,000	-99%	-$861K	﹤0.01%	7903
2021 Q1	$915K	Buy	+7,100	New	+$544K	﹤0.01%	4353

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

UBS Group's UPST Position: Q1 2026 in Review

UBS Group increased its Upstart Holdings (UPST) stake by 37% in Q1 2026, buying an estimated $8.43M and bringing the position to 881,867 shares worth $22.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

UBS Group first reported a position in UPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $53M in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

UBS Group held 881,867 shares of Upstart Holdings worth $22.6M as of Q1 2026.
UBS Group bought 239,730 Upstart Holdings shares in Q1 2026, an estimated $8.43M.
Upstart Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2455 holding.
UBS Group first reported a position in Upstart Holdings in Q4 2020 and has held it in 22 quarters since.
UBS Group's Upstart Holdings position peaked at $53M in Q2 2025.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.