AS
UPST icon

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
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 – 431
2024
Q3 		$696K Buy
+17,400
New +$579K 0.04% 57
2022
Q1 		– Sell
-10,023
Closed -$1.52M – 656
2021
Q4 		$1.52M Buy
10,023
+9,872
+6,538% +$2.47M 0.03% 150
2021
Q3 		$48K Buy
+151
New +$29.8K ﹤0.01% 419

Other funds holding UPST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
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