ZIM
UPST icon

Zacks Investment Management’s Upstart Holdings UPST Stock Holding History

Zacks Investment 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
-36,446
Closed -$1.59M – 817
2025
Q4 		$1.59M Sell
36,446
-4,745
-12% -$218K 0.01% 378
2025
Q3 		$2.09M Buy
41,191
+2,838
+7% +$200K 0.02% 322
2025
Q2 		$2.48M Sell
38,353
-595
-2% -$29.2K 0.02% 295
2025
Q1 		$1.79M Buy
38,948
+12,206
+46% +$759K 0.02% 338
2024
Q4 		$1.65M Buy
+26,742
New +$1.67M 0.02% 359

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Zacks Investment Management's UPST Position: Q1 2026 in Review

Zacks Investment Management sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 36,446 shares — an estimated $1.59M sold.

Zacks Investment Management first reported a position in UPST in Q4 2024 and held it in 5 quarters. The position peaked at $2.48M in Q2 2025. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Zacks Investment Management reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 36,446 Upstart Holdings shares in Q1 2026, an estimated $1.59M.
  • Zacks Investment Management first reported a position in Upstart Holdings in Q4 2024 and held it in 5 quarters.
  • Zacks Investment Management's Upstart Holdings position peaked at $2.48M in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.