Bank Julius Baer & Co
UPST icon

Bank Julius Baer & Co’s Upstart Holdings UPST Stock Holding History

Bank Julius Baer & Co’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 		$3.03M Buy
85,480
+1,539
+2% +$47.4K 0.01% 291
2026
Q1 		$2.15M Buy
83,941
+2,354
+3% +$82.8K 0.01% 305
2025
Q4 		$3.57M Sell
81,587
-7,012
-8% -$323K 0.01% 259
2025
Q3 		$4.5M Buy
88,599
+85,328
+2,609% +$6M 0.01% 252
2025
Q2 		$212K Buy
3,271
+1,500
+85% +$73.6K ﹤0.01% 441
2025
Q1 		$81.5K Buy
1,771
+166
+10% +$10.3K ﹤0.01% 505
2024
Q4 		$109K Buy
+1,605
New +$100K ﹤0.01% 463
2024
Q2 		– Sell
-78,399
Closed -$2.11M – 539
2024
Q1 		$2.11M Buy
78,399
+19,500
+33% +$577K 0.01% 224
2023
Q4 		$2.41M Buy
58,899
+4,929
+9% +$150K 0.01% 232
2023
Q3 		$1.54M Buy
53,970
+3,031
+6% +$122K 0.01% 223
2023
Q2 		$1.82M Buy
50,939
+2,094
+4% +$48.2K 0.01% 221
2023
Q1 		$776K Buy
48,845
+1,962
+4% +$33K ﹤0.01% 299
2022
Q4 		$620K Sell
46,883
-598
-1% -$11.6K ﹤0.01% 321
2022
Q3 		$987K Sell
47,481
-18,430
-28% -$496K 0.01% 259
2022
Q2 		$2.08M Buy
65,911
+26,692
+68% +$1.59M 0.01% 205
2022
Q1 		$4.28M Buy
39,219
+39,044
+22,311% +$4.5M 0.03% 181
2021
Q4 		$26K Buy
+175
New +$43.7K ﹤0.01% 722

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

Bank Julius Baer & Co's UPST Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Upstart Holdings (UPST) stake by 1.8% in Q2 2026, buying an estimated $47.4K and bringing the position to 85,480 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #291.

Bank Julius Baer & Co first reported a position in UPST in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.5M in Q3 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Bank Julius Baer & Co held 85,480 shares of Upstart Holdings worth $3.03M as of Q2 2026.
  • Bank Julius Baer & Co bought 1,539 Upstart Holdings shares in Q2 2026, an estimated $47.4K.
  • Upstart Holdings made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #291 holding.
  • Bank Julius Baer & Co first reported a position in Upstart Holdings in Q4 2021 and has held it in 17 quarters since.
  • Bank Julius Baer & Co's Upstart Holdings position peaked at $4.5M in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.