Anchor Investment Management’s Upstart Holdings UPST Stock Holding History

Anchor Investment 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	$1.05K	Hold	41	–	–	﹤0.01%	1022
2025 Q4	$1.79K	Hold	41	–	–	﹤0.01%	977
2025 Q3	$2.08K	Hold	41	–	–	﹤0.01%	980
2025 Q2	$2.65K	Hold	41	–	–	﹤0.01%	935
2025 Q1	$1.89K	Hold	41	–	–	﹤0.01%	953
2024 Q4	$2.52K	Hold	41	–	–	﹤0.01%	924
2024 Q3	$1.64K	Hold	41	–	–	﹤0.01%	979
2024 Q2	$967	Hold	41	–	–	﹤0.01%	954
2024 Q1	$1.1K	Hold	41	–	–	﹤0.01%	981
2023 Q4	$1.68K	Hold	41	–	–	﹤0.01%	889
2023 Q3	$1.17K	Hold	41	–	–	﹤0.01%	923
2023 Q2	$1.47K	Hold	41	–	–	﹤0.01%	903
2023 Q1	$651	Hold	41	–	–	﹤0.01%	961
2022 Q4	$542	Hold	41	–	–	﹤0.01%	932
2022 Q3	$852	Sell	41 -100	-71%	-$2.69K	﹤0.01%	942
2022 Q2	$4.46K	Hold	141	–	–	﹤0.01%	824
2022 Q1	$15.4K	Hold	141	–	–	﹤0.01%	698
2021 Q4	$21.3K	Buy	141 +91	+182%	+$22.7K	﹤0.01%	688
2021 Q3	$15.8K	Buy	50 +9	+22%	+$1.77K	﹤0.01%	663
2021 Q2	$5.12K	Buy	+41	New	+$5.05K	﹤0.01%	806

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Anchor Investment Management's UPST Position: Q1 2026 in Review

Anchor Investment Management held its Upstart Holdings (UPST) position steady in Q1 2026 at 41 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Anchor Investment Management first reported a position in UPST in Q2 2021 and has held it in 20 quarters since. The position peaked at $21.3K in Q4 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Anchor Investment Management held 41 shares of Upstart Holdings worth $1.05K as of Q1 2026.
Anchor Investment Management left its Upstart Holdings share count unchanged in Q1 2026.
Upstart Holdings made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #1022 holding.
Anchor Investment Management first reported a position in Upstart Holdings in Q2 2021 and has held it in 20 quarters since.
Anchor Investment Management's Upstart Holdings position peaked at $21.3K in Q4 2021.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.