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UPST icon

Xponance’s Upstart Holdings UPST Stock Holding History

Xponance’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
Q2 		$300K Buy
8,472
+388
+5% +$12K ﹤0.01% 1402
2026
Q1 		$207K Buy
8,084
+1,315
+19% +$46.3K ﹤0.01% 1461
2025
Q4 		$296K Buy
6,769
+19
+0.3% +$875 ﹤0.01% 1186
2025
Q3 		$343K Sell
6,750
-5
-0.1% -$352 ﹤0.01% 1101
2025
Q2 		$437K Buy
6,755
+584
+9% +$28.6K ﹤0.01% 1001
2025
Q1 		$284K Buy
6,171
+401
+7% +$24.9K ﹤0.01% 1124
2024
Q4 		$355K Buy
5,770
+678
+13% +$42.3K ﹤0.01% 1065
2024
Q3 		$204K Buy
+5,092
New +$169K ﹤0.01% 1249
2022
Q2 		– Sell
-5,553
Closed -$606K – 1231
2022
Q1 		$606K Buy
5,553
+443
+9% +$51K 0.01% 811
2021
Q4 		$773K Buy
5,110
+44
+0.9% +$11K 0.01% 725
2021
Q3 		$1.6M Buy
+5,066
New +$999K 0.03% 402

Other funds holding UPST

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

Xponance's UPST Position: Q2 2026 in Review

Xponance increased its Upstart Holdings (UPST) stake by 4.8% in Q2 2026, buying an estimated $12K and bringing the position to 8,472 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Xponance first reported a position in UPST in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.6M in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Xponance held 8,472 shares of Upstart Holdings worth $300K as of Q2 2026.
  • Xponance bought 388 Upstart Holdings shares in Q2 2026, an estimated $12K.
  • Upstart Holdings made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1402 holding.
  • Xponance first reported a position in Upstart Holdings in Q3 2021 and has held it in 11 quarters since.
  • Xponance's Upstart Holdings position peaked at $1.6M in Q3 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.