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Ameritas Investment Partners’s Upstart Holdings UPST Stock Holding History

Ameritas Investment Partners’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 		$275K Buy
7,767
+730
+10% +$22.5K 0.01% 1201
2026
Q1 		$180K Hold
7,037
– – 0.01% 1335
2025
Q4 		$308K Hold
7,037
– – 0.01% 1016
2025
Q3 		$357K Sell
7,037
-1,563
-18% -$110K 0.01% 953
2025
Q2 		$556K Buy
8,600
+600
+8% +$29.4K 0.02% 803
2025
Q1 		$368K Sell
8,000
-215
-3% -$13.4K 0.01% 945
2024
Q4 		$506K Buy
8,215
+633
+8% +$39.5K 0.02% 833
2024
Q3 		$303K Hold
7,582
– – 0.01% 1080
2024
Q2 		$179K Hold
7,582
– – 0.01% 1347
2024
Q1 		$204K Hold
7,582
– – 0.01% 1269
2023
Q4 		$310K Buy
7,582
+418
+6% +$12.7K 0.01% 1006
2023
Q3 		$204K Buy
7,164
+1,209
+20% +$48.6K 0.01% 1161
2023
Q2 		$213K Buy
+5,955
New +$137K 0.01% 1091

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

Ameritas Investment Partners's UPST Position: Q2 2026 in Review

Ameritas Investment Partners increased its Upstart Holdings (UPST) stake by 10% in Q2 2026, buying an estimated $22.5K and bringing the position to 7,767 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1201.

Ameritas Investment Partners first reported a position in UPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $556K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Ameritas Investment Partners held 7,767 shares of Upstart Holdings worth $275K as of Q2 2026.
  • Ameritas Investment Partners bought 730 Upstart Holdings shares in Q2 2026, an estimated $22.5K.
  • Upstart Holdings made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1201 holding.
  • Ameritas Investment Partners first reported a position in Upstart Holdings in Q2 2023 and has held it in 13 quarters since.
  • Ameritas Investment Partners's Upstart Holdings position peaked at $556K in Q2 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.