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 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 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

Ancora Advisors's UPST Position: Q1 2026 in Review

Ancora Advisors held its Upstart Holdings (UPST) position steady in Q1 2026 at 375 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Ancora Advisors first reported a position in UPST in Q1 2023 and has held it in 13 quarters since. The position peaked at $97K in Q4 2024. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Ancora Advisors held 375 shares of Upstart Holdings worth $9.62K as of Q1 2026.
Ancora Advisors left its Upstart Holdings share count unchanged in Q1 2026.
Upstart Holdings made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1785 holding.
Ancora Advisors first reported a position in Upstart Holdings in Q1 2023 and has held it in 13 quarters since.
Ancora Advisors's Upstart Holdings position peaked at $97K in Q4 2024.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.