AAM
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AMI Asset Management’s Upstart Holdings UPST Stock Holding History

AMI Asset Management’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 		$295K Sell
8,330
-457
-5% -$14.1K 0.02% 95
2026
Q1 		$225K Sell
8,787
-210
-2% -$7.39K 0.01% 95
2025
Q4 		$393K Sell
8,997
-99
-1% -$4.56K 0.02% 87
2025
Q3 		$462K Buy
+9,096
New +$640K 0.03% 84

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

AMI Asset Management's UPST Position: Q2 2026 in Review

AMI Asset Management reduced its Upstart Holdings (UPST) stake by 5.2% in Q2 2026, selling an estimated $14.1K and leaving 8,330 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #95.

AMI Asset Management first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $462K in Q3 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • AMI Asset Management held 8,330 shares of Upstart Holdings worth $295K as of Q2 2026.
  • AMI Asset Management sold 457 Upstart Holdings shares in Q2 2026, an estimated $14.1K.
  • Upstart Holdings made up 0.02% of AMI Asset Management's portfolio in Q2 2026, its #95 holding.
  • AMI Asset Management first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • AMI Asset Management's Upstart Holdings position peaked at $462K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.