Versant Capital Management
UPST icon

Versant Capital Management’s Upstart Holdings UPST Stock Holding History

Versant 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
Q3 		$25.8K Sell
1,124
-1,781
-61% -$51K ﹤0.01% 1814
2026
Q2 		$103K Buy
2,905
+612
+27% +$18.9K 0.01% 912
2026
Q1 		$58.8K Buy
2,293
+1,886
+463% +$66.4K 0.01% 1137
2025
Q4 		$17.8K Sell
407
-518
-56% -$23.9K ﹤0.01% 1713
2025
Q3 		$47K Hold
925
– – 0.01% 1073
2025
Q2 		$59.8K Buy
925
+667
+259% +$32.7K 0.01% 888
2025
Q1 		$11.9K Hold
258
– – ﹤0.01% 1636
2024
Q4 		$15.9K Buy
258
+97
+60% +$6.05K ﹤0.01% 1147
2024
Q3 		$6.44K Buy
161
+37
+30% +$1.23K ﹤0.01% 1205
2024
Q2 		$2.92K Sell
124
-304
-71% -$7.34K ﹤0.01% 1393
2024
Q1 		$11.5K Sell
428
-81
-16% -$2.4K ﹤0.01% 721
2023
Q4 		$20.8K Buy
509
+141
+38% +$4.29K 0.01% 481
2023
Q3 		$10.5K Buy
368
+2
+0.5% +$80 ﹤0.01% 713
2023
Q2 		$13.1K Buy
+366
New +$8.42K ﹤0.01% 663

Other funds holding UPST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Versant Capital Management's UPST Position: Q3 2026 in Review

Versant Capital Management reduced its Upstart Holdings (UPST) stake by 61% in Q3 2026, selling an estimated $51K and leaving 1,124 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Versant Capital Management first reported a position in UPST in Q2 2023 and has held it in 14 quarters since. The position peaked at $103K in Q2 2026. 162 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Versant Capital Management held 1,124 shares of Upstart Holdings worth $25.8K as of Q3 2026.
  • Versant Capital Management sold 1,781 Upstart Holdings shares in Q3 2026, an estimated $51K.
  • Upstart Holdings made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #1814 holding.
  • Versant Capital Management first reported a position in Upstart Holdings in Q2 2023 and has held it in 14 quarters since.
  • Versant Capital Management's Upstart Holdings position peaked at $103K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.