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UPST icon

Ancora Advisors’s Upstart Holdings UPST Stock Holding History

Ancora Advisors’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 		$11.5K Sell
325
-50
-13% -$1.54K ﹤0.01% 1446
2026
Q1 		$9.62K Hold
375
– – ﹤0.01% 1785
2025
Q4 		$16.4K Hold
375
– – ﹤0.01% 1629
2025
Q3 		$19.1K Sell
375
-500
-57% -$35.2K ﹤0.01% 1252
2025
Q2 		$56.6K Sell
875
-600
-41% -$29.4K ﹤0.01% 998
2025
Q1 		$67.9K Sell
1,475
-100
-6% -$6.22K ﹤0.01% 940
2024
Q4 		$97K Buy
1,575
+375
+31% +$23.4K ﹤0.01% 853
2024
Q3 		$48K Hold
1,200
– – ﹤0.01% 999
2024
Q2 		$28.3K Hold
1,200
– – ﹤0.01% 1091
2024
Q1 		$32.3K Hold
1,200
– – ﹤0.01% 1083
2023
Q4 		$49K Hold
1,200
– – ﹤0.01% 953
2023
Q3 		$34.2K Hold
1,200
– – ﹤0.01% 1006
2023
Q2 		$43K Sell
1,200
-12
-1% -$276 ﹤0.01% 944
2023
Q1 		$19.3K Buy
+1,212
New +$20.4K ﹤0.01% 1141

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

Ancora Advisors's UPST Position: Q2 2026 in Review

Ancora Advisors reduced its Upstart Holdings (UPST) stake by 13% in Q2 2026, selling an estimated $1.54K and leaving 325 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Ancora Advisors first reported a position in UPST in Q1 2023 and has held it in 14 quarters since. The position peaked at $97K in Q4 2024. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Ancora Advisors held 325 shares of Upstart Holdings worth $11.5K as of Q2 2026.
  • Ancora Advisors sold 50 Upstart Holdings shares in Q2 2026, an estimated $1.54K.
  • Upstart Holdings made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1446 holding.
  • Ancora Advisors first reported a position in Upstart Holdings in Q1 2023 and has held it in 14 quarters since.
  • Ancora Advisors's Upstart Holdings position peaked at $97K in Q4 2024.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.