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 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 $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

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 $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return