BJF
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Blue Jean Financial’s Upstart Holdings UPST Stock Holding History

Blue Jean Financial’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 		$3.65M Buy
+103,049
New +$3.18M 2.54% 6

Other funds holding UPST

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWC
Rare Wolf Capital Bellevue, Washington $156M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Blue Jean Financial's UPST Position: Q2 2026 in Review

Blue Jean Financial opened a new position in Upstart Holdings (UPST) in Q2 2026: 103,049 shares worth $3.65M. The stake represents 2.54% of the portfolio and ranks #6 among its holdings.

65 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Blue Jean Financial held 103,049 shares of Upstart Holdings worth $3.65M as of Q2 2026.
  • Upstart Holdings was a new Blue Jean Financial position in Q2 2026.
  • Upstart Holdings made up 2.54% of Blue Jean Financial's portfolio in Q2 2026, its #6 holding.
  • 65 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Blue Jean Financial's 13F filing for Q2 2026, filed 24 Jul 2026.