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
2024
Q1 		– Sell
-42,300
Closed -$1.73M – 2988
2023
Q4 		$1.73M Sell
42,300
-61,600
-59% -$1.88M 0.01% 912
2023
Q3 		$2.97M Buy
+103,900
New +$4.18M 0.03% 636
2023
Q1 		– Sell
-35,400
Closed -$468K – 2568
2022
Q4 		$468K Sell
35,400
-2,900
-8% -$56K 0.01% 1273
2022
Q3 		$796K Buy
38,300
+18,100
+90% +$487K 0.01% 1569
2022
Q2 		$639K Buy
+20,200
New +$1.2M 0.01% 1292

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
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

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.