Capital Advantage’s Upstart Holdings UPST Stock Holding History

Capital Advantage’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	–	Sell	-11,625	Closed	-$412K	–	165
2026 Q2	$412K	Hold	11,625	–	–	0.05%	106
2026 Q1	$298K	Hold	11,625	–	–	0.04%	125
2025 Q4	$508K	Hold	11,625	–	–	0.07%	96
2025 Q3	$591K	Hold	11,625	–	–	0.09%	86
2025 Q2	$752K	Hold	11,625	–	–	0.12%	72
2025 Q1	$716K	Hold	11,625	–	–	0.13%	68
2024 Q4	$716K	Sell	11,625 -107,496	-90%	-$6.7M	0.13%	68
2024 Q3	$4.77M	Buy	119,121 +104,875	+736%	+$3.49M	0.91%	22
2024 Q2	$331K	Buy	14,246 +1,881	+15%	+$45.4K	0.07%	48
2024 Q1	$339K	Sell	12,365 -5	-0%	-$148	0.07%	48
2023 Q4	$505K	Buy	+12,370	New	+$377K	0.1%	38

Other funds holding UPST

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Capital Advantage's UPST Position: Q3 2026 in Review

Capital Advantage sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 11,625 shares — an estimated $412K sold.

Capital Advantage first reported a position in UPST in Q4 2023 and held it in 11 quarters. The position peaked at $4.77M in Q3 2024. 57 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Capital Advantage reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
Capital Advantage sold 11,625 Upstart Holdings shares in Q3 2026, an estimated $412K.
Capital Advantage first reported a position in Upstart Holdings in Q4 2023 and held it in 11 quarters.
Capital Advantage's Upstart Holdings position peaked at $4.77M in Q3 2024.
57 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.