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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return