AB
UPST icon

Amalgamated Bank’s Upstart Holdings UPST Stock Holding History

Amalgamated Bank’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
-2,678
Closed -$117K – 2757
2025
Q4 		$117K Sell
2,678
-81
-3% -$3.73K ﹤0.01% 1680
2025
Q3 		$140K Hold
2,759
– – ﹤0.01% 1647
2025
Q2 		$178K Hold
2,759
– – ﹤0.01% 1578
2025
Q1 		$127K Buy
2,759
+152
+6% +$9.45K ﹤0.01% 1631
2024
Q4 		$161K Hold
2,607
– – ﹤0.01% 1628
2024
Q3 		$104K Hold
2,607
– – ﹤0.01% 1707
2024
Q2 		$61K Buy
2,607
+179
+7% +$4.32K ﹤0.01% 1818
2024
Q1 		$65K Sell
2,428
-7,916
-77% -$234K ﹤0.01% 1808
2023
Q4 		$423K Sell
10,344
-722
-7% -$22K ﹤0.01% 1506
2023
Q3 		$316K Buy
11,066
+138
+1% +$5.55K ﹤0.01% 1609
2023
Q2 		$391K Sell
10,928
-1,237
-10% -$28.5K ﹤0.01% 1553
2023
Q1 		$193K Sell
12,165
-4,284
-26% -$72.1K ﹤0.01% 1819
2022
Q4 		$217K Buy
16,449
+2,700
+20% +$52.2K ﹤0.01% 1832
2022
Q3 		$286K Sell
13,749
-56
-0.4% -$1.51K ﹤0.01% 1703
2022
Q2 		$437K Buy
13,805
+2,924
+27% +$174K ﹤0.01% 1525
2022
Q1 		$1.19M Buy
10,881
+1,292
+13% +$149K 0.01% 1127
2021
Q4 		$1.45M Buy
9,589
+1,425
+17% +$356K 0.01% 1079
2021
Q3 		$2.58M Buy
8,164
+5,805
+246% +$1.14M 0.02% 816
2021
Q2 		$295K Buy
2,359
+521
+28% +$64.1K ﹤0.01% 1894
2021
Q1 		$237K Buy
+1,838
New +$141K 0.01% 1395

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $100B 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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Amalgamated Bank's UPST Position: Q1 2026 in Review

Amalgamated Bank sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 2,678 shares — an estimated $117K sold.

Amalgamated Bank first reported a position in UPST in Q1 2021 and held it in 20 quarters. The position peaked at $2.58M in Q3 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Amalgamated Bank reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 2,678 Upstart Holdings shares in Q1 2026, an estimated $117K.
  • Amalgamated Bank first reported a position in Upstart Holdings in Q1 2021 and held it in 20 quarters.
  • Amalgamated Bank's Upstart Holdings position peaked at $2.58M in Q3 2021.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.