Wellington Management Group
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Wellington Management Group’s Upstart Holdings UPST Stock Holding History

Wellington Management 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
2025
Q4 		– Sell
-30,021
Closed -$7.3M – 2085
2025
Q3 		$7.3M Buy
+30,021
New +$2.11M ﹤0.01% 1340

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 $617M AUM 69.99% 1-Year Est. Return

Wellington Management Group's UPST Position: Q1 2026 in Review

Wellington Management Group sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 489,219 shares — an estimated $21.4M sold.

Wellington Management Group first reported a position in UPST in Q4 2021 and held it in 5 quarters. The position peaked at $21.4M in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Wellington Management Group reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 489,219 Upstart Holdings shares in Q1 2026, an estimated $21.4M.
  • Wellington Management Group first reported a position in Upstart Holdings in Q4 2021 and held it in 5 quarters.
  • Wellington Management Group's Upstart Holdings position peaked at $21.4M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

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