AAM
UPST icon

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
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 $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

AMI Asset Management's UPST Position: Q1 2026 in Review

AMI Asset Management reduced its Upstart Holdings (UPST) stake by 2.3% in Q1 2026, selling an estimated $7.39K and leaving 8,787 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #95.

AMI Asset Management first reported a position in UPST in Q3 2025 and has held it in 3 quarters since. The position peaked at $462K in Q3 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • AMI Asset Management held 8,787 shares of Upstart Holdings worth $225K as of Q1 2026.
  • AMI Asset Management sold 210 Upstart Holdings shares in Q1 2026, an estimated $7.39K.
  • Upstart Holdings made up 0.01% of AMI Asset Management's portfolio in Q1 2026, its #95 holding.
  • AMI Asset Management first reported a position in Upstart Holdings in Q3 2025 and has held it in 3 quarters since.
  • AMI Asset Management's Upstart Holdings position peaked at $462K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on AMI Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.