AG
UPST icon

Algert Global’s Upstart Holdings UPST Stock Holding History

Algert Global’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 		$1.49M Sell
42,040
-39,760
-49% -$1.23M 0.02% 918
2026
Q1 		$2.1M Buy
81,800
+62,013
+313% +$2.18M 0.03% 706
2025
Q4 		$865K Sell
19,787
-10,510
-35% -$484K 0.01% 871
2025
Q3 		$1.54M Sell
30,297
-27,392
-47% -$1.93M 0.03% 745
2025
Q2 		$3.73M Buy
57,689
+505
+0.9% +$24.8K 0.08% 428
2025
Q1 		$2.63M Buy
57,184
+6,578
+13% +$409K 0.07% 517
2024
Q4 		$3.12M Buy
50,606
+31,596
+166% +$1.97M 0.07% 449
2024
Q3 		$761K Buy
19,010
+8,194
+76% +$273K 0.02% 811
2024
Q2 		$255K Buy
+10,816
New +$261K 0.01% 1185
2024
Q1 		– Sell
-24,120
Closed -$986K – 1282
2023
Q4 		$986K Buy
24,120
+2,690
+13% +$81.9K 0.04% 624
2023
Q3 		$612K Buy
+21,430
New +$861K 0.03% 689
2021
Q4 		– Sell
-1,855
Closed -$587K – 1122
2021
Q3 		$587K Buy
+1,855
New +$366K 0.08% 474

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Algert Global's UPST Position: Q2 2026 in Review

Algert Global reduced its Upstart Holdings (UPST) stake by 49% in Q2 2026, selling an estimated $1.23M and leaving 42,040 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #918.

Algert Global first reported a position in UPST in Q3 2021 and has held it in 12 quarters since. The position peaked at $3.73M in Q2 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Algert Global held 42,040 shares of Upstart Holdings worth $1.49M as of Q2 2026.
  • Algert Global sold 39,760 Upstart Holdings shares in Q2 2026, an estimated $1.23M.
  • Upstart Holdings made up 0.02% of Algert Global's portfolio in Q2 2026, its #918 holding.
  • Algert Global first reported a position in Upstart Holdings in Q3 2021 and has held it in 12 quarters since.
  • Algert Global's Upstart Holdings position peaked at $3.73M in Q2 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.