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Broadwater Capital’s Upstart Holdings UPST Stock Holding History

Broadwater Capital’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 		– Sell
-200
Closed -$8.75K – 217
2026
Q1 		$8.75K Hold
200
– – 0.01% 162
2025
Q4 		$8.75K Hold
200
– – 0.01% 162
2025
Q3 		$10.2K Sell
200
-12,736
-98% -$896K 0.01% 164
2025
Q2 		$12.9M Buy
12,936
+12,736
+6,368% +$625K 0.01% 150
2025
Q1 		$9.21K Hold
200
– – 0.01% 163
2024
Q4 		$12.3K Hold
200
– – 0.01% 161
2024
Q3 		$8K Hold
200
– – 0.01% 180
2024
Q2 		$4.72K Sell
200
-300
-60% -$7.24K ﹤0.01% 191
2024
Q1 		$13.4K Hold
500
– – 0.01% 160
2023
Q4 		$20.4K Buy
+500
New +$15.2K 0.02% 140

Other funds holding UPST

HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
BJF
Blue Jean Financial Albany, New York $144M AUM
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Broadwater Capital's UPST Position: Q2 2026 in Review

Broadwater Capital sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 200 shares — an estimated $8.75K sold.

Broadwater Capital first reported a position in UPST in Q4 2023 and held it in 10 quarters. The position peaked at $12.9M in Q2 2025. 131 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Broadwater Capital reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Broadwater Capital sold 200 Upstart Holdings shares in Q2 2026, an estimated $8.75K.
  • Broadwater Capital first reported a position in Upstart Holdings in Q4 2023 and held it in 10 quarters.
  • Broadwater Capital's Upstart Holdings position peaked at $12.9M in Q2 2025.
  • 131 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.