Jefferies Group's UPST Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 56,020 shares of Upstart Holdings, Inc. (UPST) worth $1.29 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in UPST, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 37,063 shares. Largest reduction occurred in Q2 2025, reducing 35,415 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Upstart Holdings (UPST) Holding Value Over Time
Track share changes against reported price movement
Quarterly Upstart Holdings (UPST) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | -17,186 | Reduce 23.48% | 56,020 | $22.99 |
| Q2 2026 | +37,063 | Add 102.55% | 73,206 | $35.43 |
| Q1 2026 | +19,612 | Add 118.64% | 36,143 | $25.65 |
| Q4 2025 | +9,531 | Add 136.16% | 16,531 | $43.73 |
| Q2 2025 | -35,415 | Reduce 83.50% | 7,000 | $64.68 |
| Q1 2025 | +12,242 | Add 40.57% | 42,415 | $46.03 |
| Q4 2024 | +30,173 | New Buy | 30,173 | $61.57 |
| Q1 2023 | -13,200 | Sold Out | 0 | $0.00 |
| Q4 2022 | +13,200 | New Buy | 13,200 | $13.22 |
Jefferies Group's Upstart Holdings Investment FAQs
Jefferies Group first purchased Upstart Holdings, Inc. (UPST) in Q4 2022, acquiring 13,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Upstart Holdings, Inc. (UPST) for 10 quarters since Q4 2022.
Jefferies Group's largest addition to Upstart Holdings, Inc. (UPST) was in Q2 2026, adding 73,206 shares worth $2.59 M.
According to the latest 13F filing for Q3 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 56,020 shares of Upstart Holdings, Inc. (UPST), valued at approximately $1.29 M.
As of the Q3 2026 filing, Upstart Holdings, Inc. (UPST) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Upstart Holdings, Inc. (UPST) was 73,206 shares, as reported at the end of Q2 2026.