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

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return