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 Q2	$5.31K	Hold	150	–	–	﹤0.01%	475
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Adirondack Trust Company's UPST Position: Q2 2026 in Review

Adirondack Trust Company held its Upstart Holdings (UPST) position steady in Q2 2026 at 150 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Adirondack Trust Company first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $48K in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Adirondack Trust Company held 150 shares of Upstart Holdings worth $5.31K as of Q2 2026.
Adirondack Trust Company left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Adirondack Trust Company's portfolio in Q2 2026, its #475 holding.
Adirondack Trust Company first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
Adirondack Trust Company's Upstart Holdings position peaked at $48K in Q3 2021.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.