Wolverine Asset Management’s Upstart Holdings UPST Stock Holding History

Wolverine Asset 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	-4,400	Closed	-$192K	–	1928
2025 Q4	$192K	Sell	4,400 -100	-2%	-$4.6K	﹤0.01%	1116
2025 Q3	$229K	Hold	4,500	–	–	﹤0.01%	997
2025 Q2	$291K	Hold	4,500	–	–	﹤0.01%	975
2025 Q1	$207K	Hold	4,500	–	–	﹤0.01%	1001
2024 Q4	$277K	Hold	4,500	–	–	﹤0.01%	968
2024 Q3	$180K	Hold	4,500	–	–	﹤0.01%	1031
2024 Q2	$106K	Hold	4,500	–	–	﹤0.01%	1088
2024 Q1	$121K	Sell	4,500 -7,500	-63%	-$222K	﹤0.01%	1023
2023 Q4	$490K	Buy	12,000 +4,500	+60%	+$137K	﹤0.01%	890
2023 Q3	$214K	Hold	7,500	–	–	﹤0.01%	1043
2023 Q2	$269K	Hold	7,500	–	–	﹤0.01%	956
2023 Q1	$119K	Sell	7,500 -35,500	-83%	-$597K	﹤0.01%	1089
2022 Q4	$568K	Hold	43,000	–	–	0.01%	913
2022 Q3	$893K	Hold	43,000	–	–	0.01%	823
2022 Q2	$1.36M	Sell	43,000 -65,300	-60%	-$3.89M	0.01%	675
2022 Q1	$11.8M	Sell	108,300 -81,200	-43%	-$9.36M	0.12%	186
2021 Q4	$28.7M	Buy	+189,500	New	+$47.3M	0.27%	104

Other funds holding UPST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Wolverine Asset Management's UPST Position: Q3 2026 in Review

Wolverine Asset Management held its Upstart Holdings (UPST) position steady in Q3 2026 at 53 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Wolverine Asset Management first reported a position in UPST in Q1 2022 and has held it in 16 quarters since. The position peaked at $8.28M in Q1 2022. 182 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Wolverine Asset Management held 53 shares of Upstart Holdings worth $1.22K as of Q3 2026.
Wolverine Asset Management left its Upstart Holdings share count unchanged in Q3 2026.
Upstart Holdings made up ﹤0.01% of Wolverine Asset Management's portfolio in Q3 2026, its #1646 holding.
Wolverine Asset Management first reported a position in Upstart Holdings in Q1 2022 and has held it in 16 quarters since.
Wolverine Asset Management's Upstart Holdings position peaked at $8.28M in Q1 2022.
182 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Wolverine Asset Management's 13F filing for Q3 2026, filed 2 Nov 2026.