CA
UPST icon

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
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

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

Capital Advantage's UPST Position: Q2 2026 in Review

Capital Advantage held its Upstart Holdings (UPST) position steady in Q2 2026 at 11,625 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #106.

Capital Advantage first reported a position in UPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.77M in Q3 2024. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Capital Advantage held 11,625 shares of Upstart Holdings worth $412K as of Q2 2026.
  • Capital Advantage left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up 0.05% of Capital Advantage's portfolio in Q2 2026, its #106 holding.
  • Capital Advantage first reported a position in Upstart Holdings in Q4 2023 and has held it in 11 quarters since.
  • Capital Advantage's Upstart Holdings position peaked at $4.77M in Q3 2024.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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