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Alpine Woods Capital Investors’s Upstart Holdings UPST Stock Holding History

Alpine Woods Capital Investors’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 		– Sell
-17,189
Closed -$752K – 224
2025
Q4 		$752K Buy
+17,189
New +$791K 0.18% 102

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Clear Street
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

Alpine Woods Capital Investors's UPST Position: Q1 2026 in Review

Alpine Woods Capital Investors sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 17,189 shares — an estimated $752K sold.

Alpine Woods Capital Investors first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $752K in Q4 2025. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Alpine Woods Capital Investors reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 17,189 Upstart Holdings shares in Q1 2026, an estimated $752K.
  • Alpine Woods Capital Investors first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
  • Alpine Woods Capital Investors's Upstart Holdings position peaked at $752K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.