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ATC
Adirondack Trust Company’s
Upstart Holdings
UPST
Stock Holding History
Adirondack Trust Company’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
$3.85K
Hold
150
–
–
﹤0.01%
472
2025
Q4
$6.56K
Hold
150
–
–
﹤0.01%
423
2025
Q3
$7.62K
Hold
150
–
–
﹤0.01%
416
2025
Q2
$9.7K
Hold
150
–
–
﹤0.01%
368
2025
Q1
$6.9K
Hold
150
–
–
﹤0.01%
383
2024
Q4
$9.23K
Hold
150
–
–
﹤0.01%
371
2024
Q3
$6K
Hold
150
–
–
﹤0.01%
396
2024
Q2
$3.54K
Hold
150
–
–
﹤0.01%
429
2024
Q1
$4.03K
Hold
150
–
–
﹤0.01%
425
2023
Q4
$3.86K
Hold
150
–
–
﹤0.01%
428
2023
Q3
$4.28K
Hold
150
–
–
﹤0.01%
419
2023
Q2
$10.3K
Hold
150
–
–
﹤0.01%
333
2023
Q1
$2.38K
Hold
150
–
–
﹤0.01%
441
2022
Q4
$1.98K
Hold
150
–
–
﹤0.01%
447
2022
Q3
$3K
Hold
150
–
–
﹤0.01%
433
2022
Q2
$5K
Hold
150
–
–
﹤0.01%
385
2022
Q1
$16K
Hold
150
–
–
0.01%
277
2021
Q4
$23K
Hold
150
–
–
0.01%
240
2021
Q3
$48K
Buy
+150
New
+$29.6K
0.02%
192
Other funds holding UPST
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
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
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
CS
Clear Street
New York
$17.8B AUM
56.26%
1-Year Est. Return
HFF
Halter Ferguson Financial
Carmel, Indiana
$452M AUM
49.85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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