Bailard’s Upstart Holdings UPST Stock Holding History

Bailard’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	$847K	Hold	23,910	–	–	0.02%	407
2026 Q1	$613K	Hold	23,910	–	–	0.01%	449
2025 Q4	$1.05M	Sell	23,910 -14,500	-38%	-$668K	0.02%	318
2025 Q3	$1.95M	Hold	38,410	–	–	0.04%	243
2025 Q2	$2.48M	Sell	38,410 -349	-0.9%	-$17.1K	0.06%	217
2025 Q1	$1.78M	Hold	38,759	–	–	0.05%	236
2024 Q4	$2.39M	Buy	38,759 +212	+0.5%	+$13.2K	0.06%	204
2024 Q3	$1.54M	Sell	38,547 -750	-2%	-$24.9K	0.04%	254
2024 Q2	$927K	Hold	39,297	–	–	0.03%	306
2024 Q1	$1.06M	Sell	39,297 -234	-0.6%	-$6.92K	0.03%	297
2023 Q4	$1.62M	Hold	39,531	–	–	0.05%	237
2023 Q3	$1.13M	Sell	39,531 -9,967	-20%	-$401K	0.04%	252
2023 Q2	$1.77M	Buy	49,498 +498	+1%	+$11.5K	0.06%	206
2023 Q1	$779K	Hold	49,000	–	–	0.03%	300
2022 Q4	$648K	Buy	+49,000	New	+$947K	0.02%	343

Other funds holding UPST

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bailard's UPST Position: Q2 2026 in Review

Bailard held its Upstart Holdings (UPST) position steady in Q2 2026 at 23,910 shares worth $847K. The position accounts for 0.02% of the portfolio, ranked #407.

Bailard first reported a position in UPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Bailard held 23,910 shares of Upstart Holdings worth $847K as of Q2 2026.
Bailard left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up 0.02% of Bailard's portfolio in Q2 2026, its #407 holding.
Bailard first reported a position in Upstart Holdings in Q4 2022 and has held it in 15 quarters since.
Bailard's Upstart Holdings position peaked at $2.48M in Q2 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.