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MORGAN STANLEY UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
29
Latest value
$182K
Q2 2026
Peak value
$167.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $50.6M |
| Q3 2025 | $12M |
| Q3 2025 | $2.9M |
| Q3 2025 | $4.5M |
| Q3 2025 | $1.6M |
| Q3 2025 | $3.6M |
| Q3 2025 | $8.6M |
| Q4 2025 | $167.5M |
| Q4 2025 | $9.6M |
| Q4 2025 | $946K |
| Q4 2025 | $2.9M |
| Q4 2025 | $246K |
| Q4 2025 | $2.7M |
| Q4 2025 | $34K |
| Q1 2026 | $76.6M |
| Q1 2026 | $20.5M |
| Q1 2026 | $559K |
| Q1 2026 | $2.1M |
| Q1 2026 | $466K |
| Q1 2026 | $1.6M |
| Q1 2026 | $132K |
| Q1 2026 | $202K |
| Q2 2026 | $62.8M |
| Q2 2026 | $15.3M |
| Q2 2026 | $735K |
| Q2 2026 | $3.1M |
| Q2 2026 | $743K |
| Q2 2026 | $2.7M |
| Q2 2026 | $182K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $182K | 5.1K | — | — |
| Q2 2026 | $2.7M | 77.3K | — | — |
| Q2 2026 | $743K | 21.0K | — | — |
| Q2 2026 | $3.1M | 87.5K | — | — |
| Q2 2026 | $735K | 20.7K | — | — |
| Q2 2026 | $15.3M | 431.3K | — | — |
| Q2 2026 | $62.8M | 1.77M | — | — |
| Q1 2026 | $202K | 207.0K | — | — |
| Q1 2026 | $132K | 5.1K | — | — |
| Q1 2026 | $1.6M | 62.0K | — | — |
| Q1 2026 | $466K | 18.2K | — | — |
| Q1 2026 | $2.1M | 82.8K | — | — |
| Q1 2026 | $559K | 21.8K | — | — |
| Q1 2026 | $20.5M | 798.2K | — | — |
| Q1 2026 | $76.6M | 2.99M | — | — |
| Q4 2025 | $34K | 768 | — | — |
| Q4 2025 | $2.7M | 62.7K | — | — |
| Q4 2025 | $246K | 5.6K | — | — |
| Q4 2025 | $2.9M | 65.9K | — | — |
| Q4 2025 | $946K | 21.6K | — | — |
| Q4 2025 | $9.6M | 218.9K | — | — |
| Q4 2025 | $167.5M | 3.83M | — | — |
| Q3 2025 | $8.6M | 168.5K | — | — |
| Q3 2025 | $3.6M | 70.9K | — | — |
| Q3 2025 | $1.6M | 32.1K | — | — |
| Q3 2025 | $4.5M | 89.0K | — | — |
| Q3 2025 | $2.9M | 57.7K | — | — |
| Q3 2025 | $12M | 237.0K | — | — |
| Q3 2025 | $50.6M | 996.8K | — | — |
Other funds holding UPST
$200.3M
$135.8M
$92.6M
$88.2M
$75.1M
$75.1M
$69.1M