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 Q3	$550K	Hold	23,910	–	–	0.01%	483
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

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Bailard's UPST Position: Q3 2026 in Review

Bailard held its Upstart Holdings (UPST) position steady in Q3 2026 at 23,910 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #483.

Bailard first reported a position in UPST in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.48M in Q2 2025. 36 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Bailard held 23,910 shares of Upstart Holdings worth $550K as of Q3 2026.
Bailard left its Upstart Holdings share count unchanged in Q3 2026.
Upstart Holdings made up 0.01% of Bailard's portfolio in Q3 2026, its #483 holding.
Bailard first reported a position in Upstart Holdings in Q4 2022 and has held it in 16 quarters since.
Bailard's Upstart Holdings position peaked at $2.48M in Q2 2025.
36 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.