Avantax Advisory Services’s Upstart Holdings UPST Stock Holding History

Avantax Advisory Services’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
2025 Q2	$270K	Buy	+4,171	New	+$205K	﹤0.01%	1998
2023 Q3	–	Sell	-6,190	Closed	-$222K	–	1625
2023 Q2	$222K	Buy	+6,190	New	+$142K	﹤0.01%	1352
2022 Q2	–	Sell	-2,086	Closed	-$230K	–	1394
2022 Q1	$230K	Buy	2,086 +391	+23%	+$45K	﹤0.01%	1129
2021 Q4	$256K	Sell	1,695 -48	-3%	-$12K	﹤0.01%	1057
2021 Q3	$550K	Buy	+1,743	New	+$344K	0.01%	689

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Avantax Advisory Services's UPST Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Upstart Holdings (UPST) in Q2 2025: 4,171 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1998 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in UPST as recently as Q2 2023.

Avantax Advisory Services first reported a position in UPST in Q3 2021 and has held it in 5 quarters since. The position peaked at $550K in Q3 2021. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

Avantax Advisory Services held 4,171 shares of Upstart Holdings worth $270K as of Q2 2025.
Upstart Holdings was a new Avantax Advisory Services position in Q2 2025.
Upstart Holdings made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1998 holding.
Avantax Advisory Services first reported a position in Upstart Holdings in Q3 2021 and has held it in 5 quarters since.
Avantax Advisory Services's Upstart Holdings position peaked at $550K in Q3 2021.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.