Ameriprise
UPST icon

Ameriprise’s Upstart Holdings UPST Stock Holding History

Ameriprise’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
2025
Q1 		– Sell
-4,300
Closed -$265K – 4153
2024
Q4 		$265K Buy
+4,300
New +$268K ﹤0.01% 3771

Other funds holding UPST

BlackRock
BlackRock New York $5.72T 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 $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 $2.9T AUM 29.55% 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 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Ameriprise's UPST Position: Q1 2026 in Review

Ameriprise reduced its Upstart Holdings (UPST) stake by 48% in Q1 2026, selling an estimated $631K and leaving 19,781 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

Ameriprise first reported a position in UPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $100M in Q1 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Ameriprise held 19,781 shares of Upstart Holdings worth $507K as of Q1 2026.
  • Ameriprise sold 17,927 Upstart Holdings shares in Q1 2026, an estimated $631K.
  • Upstart Holdings made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3585 holding.
  • Ameriprise first reported a position in Upstart Holdings in Q4 2020 and has held it in 22 quarters since.
  • Ameriprise's Upstart Holdings position peaked at $100M in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.