Verition Fund Management
UPST icon

Verition Fund Management’s Upstart Holdings UPST Stock Holding History

Verition Fund 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
Q1 		– Sell
-69,020
Closed -$3.02M – 3580
2025
Q4 		$3.02M Sell
69,020
-92,283
-57% -$4.25M 0.01% 1252
2025
Q3 		$8.19M Sell
161,303
-43,389
-21% -$3.05M 0.03% 673
2025
Q2 		$13.2M Sell
204,692
-22,191
-10% -$1.09M 0.06% 390
2025
Q1 		$10.4M Buy
226,883
+121,269
+115% +$7.54M 0.05% 437
2024
Q4 		$6.5M Sell
105,614
-26,828
-20% -$1.67M 0.03% 738
2024
Q3 		$5.3M Buy
+132,442
New +$4.41M 0.03% 819
2024
Q2 		– Sell
-33,670
Closed -$905K – 3273
2024
Q1 		$905K Buy
+33,670
New +$996K 0.01% 1678
2022
Q4 		– Sell
-11,514
Closed -$222K – 2761
2022
Q3 		$239K Sell
11,514
-1,841
-14% -$49.5K ﹤0.01% 2389
2022
Q2 		$422K Sell
13,355
-2,025
-13% -$121K 0.01% 1542
2022
Q1 		$1.68M Buy
15,380
+4,418
+40% +$509K 0.02% 1094
2021
Q4 		$1.66M Buy
+10,962
New +$2.74M 0.01% 997
2021
Q3 		– Sell
-3,419
Closed -$427K – 2325
2021
Q2 		$427K Buy
+3,419
New +$421K ﹤0.01% 1163

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Verition Fund Management's UPST Position: Q1 2026 in Review

Verition Fund Management sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 69,020 shares — an estimated $3.02M sold.

Verition Fund Management first reported a position in UPST in Q2 2021 and held it in 12 quarters. The position peaked at $13.2M in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Verition Fund Management reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 69,020 Upstart Holdings shares in Q1 2026, an estimated $3.02M.
  • Verition Fund Management first reported a position in Upstart Holdings in Q2 2021 and held it in 12 quarters.
  • Verition Fund Management's Upstart Holdings position peaked at $13.2M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.