AAP
UPST icon

Arax Advisory Partners’s Upstart Holdings UPST Stock Holding History

Arax Advisory Partners’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 		$57.5K Buy
1,622
+1,455
+871% +$44.8K ﹤0.01% 3162
2026
Q1 		$4.28K Buy
167
+60
+56% +$2.11K ﹤0.01% 2860
2025
Q4 		$4.68K Sell
107
-243
-69% -$11.2K ﹤0.01% 2894
2025
Q3 		$17.8K Buy
350
+207
+145% +$14.6K ﹤0.01% 2319
2025
Q2 		$9.25K Buy
143
+55
+63% +$2.7K ﹤0.01% 2001
2025
Q1 		$4.05K Buy
88
+16
+22% +$995 ﹤0.01% 1848
2024
Q4 		$4.43K Buy
72
+9
+14% +$561 ﹤0.01% 1782
2024
Q3 		$2.52K Hold
63
– – ﹤0.01% 1974
2024
Q2 		$1.49K Buy
+63
New +$1.52K ﹤0.01% 2056

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

Arax Advisory Partners's UPST Position: Q2 2026 in Review

Arax Advisory Partners increased its Upstart Holdings (UPST) stake by 871% in Q2 2026, buying an estimated $44.8K and bringing the position to 1,622 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3162.

Arax Advisory Partners first reported a position in UPST in Q2 2024 and has held it in 9 quarters since. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Arax Advisory Partners held 1,622 shares of Upstart Holdings worth $57.5K as of Q2 2026.
  • Arax Advisory Partners bought 1,455 Upstart Holdings shares in Q2 2026, an estimated $44.8K.
  • Upstart Holdings made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3162 holding.
  • Arax Advisory Partners first reported a position in Upstart Holdings in Q2 2024 and has held it in 9 quarters since.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.