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Altshuler Shaham’s Upstart Holdings UPST Stock Holding History

Altshuler Shaham’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 		$904K Sell
25,512
-12,288
-33% -$379K 0.01% 147
2026
Q1 		$970K Buy
37,800
+10,800
+40% +$380K 0.02% 130
2025
Q4 		$1.18M Buy
27,000
+17,350
+180% +$799K 0.02% 88
2025
Q3 		$490K Sell
9,650
-3,350
-26% -$236K 0.01% 122
2025
Q2 		$1.83M Buy
13,000
+2,500
+24% +$123K 0.06% 54
2025
Q1 		$483K Buy
+10,500
New +$653K 0.01% 84
2024
Q4 		– Sell
-17,400
Closed -$696K – 420
2024
Q3 		$696K Buy
+17,400
New +$579K 0.04% 57
2022
Q1 		– Sell
-10,023
Closed -$1.52M – 641
2021
Q4 		$1.52M Buy
10,023
+9,872
+6,538% +$2.47M 0.01% 150
2021
Q3 		$48K Buy
+151
New +$29.8K ﹤0.01% 419

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

Altshuler Shaham's UPST Position: Q2 2026 in Review

Altshuler Shaham reduced its Upstart Holdings (UPST) stake by 33% in Q2 2026, selling an estimated $379K and leaving 25,512 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #147.

Altshuler Shaham first reported a position in UPST in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.83M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Altshuler Shaham held 25,512 shares of Upstart Holdings worth $904K as of Q2 2026.
  • Altshuler Shaham sold 12,288 Upstart Holdings shares in Q2 2026, an estimated $379K.
  • Upstart Holdings made up 0.01% of Altshuler Shaham's portfolio in Q2 2026, its #147 holding.
  • Altshuler Shaham first reported a position in Upstart Holdings in Q3 2021 and has held it in 9 quarters since.
  • Altshuler Shaham's Upstart Holdings position peaked at $1.83M in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.