Coastal Bridge Advisors’s Upstart Holdings UPST Stock Holding History

Coastal Bridge Advisors’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	$1.26M	Hold	35,688	–	–	0.08%	204
2026 Q1	$915K	Sell	35,688 -2,000	-5%	-$70.4K	0.06%	228
2025 Q4	$1.65M	Sell	37,688 -1,182	-3%	-$54.4K	0.12%	172
2025 Q3	$1.97M	Buy	38,870 +403	+1%	+$28.4K	0.15%	150
2025 Q2	$2.49M	Buy	38,467 +79	+0.2%	+$3.87K	0.21%	117
2025 Q1	$1.77M	Buy	38,388 +2,800	+8%	+$174K	0.16%	133
2024 Q4	$2.19M	Sell	35,588 -100	-0.3%	-$6.23K	0.55%	44
2024 Q3	$1.43M	Hold	35,688	–	–	0.35%	51
2024 Q2	$842K	Hold	35,688	–	–	0.21%	70
2024 Q1	$960K	Hold	35,688	–	–	0.22%	69
2023 Q4	$1.46M	Hold	35,688	–	–	0.37%	48
2023 Q3	$1.02M	Hold	35,688	–	–	0.27%	61
2023 Q2	$1.28M	Hold	35,688	–	–	0.31%	50
2023 Q1	$567K	Hold	35,688	–	–	0.14%	86
2022 Q4	$472K	Hold	35,688	–	–	0.13%	90
2022 Q3	$742K	Hold	35,688	–	–	0.2%	70
2022 Q2	$1.13M	Hold	35,688	–	–	0.35%	50
2022 Q1	$3.89M	Buy	35,688 +100	+0.3%	+$11.5K	0.9%	24
2021 Q4	$5.38M	Buy	35,588 +25,588	+256%	+$6.39M	1.12%	21
2021 Q3	$3.16M	Buy	+10,000	New	+$1.97M	0.73%	28

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Coastal Bridge Advisors's UPST Position: Q2 2026 in Review

Coastal Bridge Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 35,688 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #204.

Coastal Bridge Advisors first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.38M in Q4 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Coastal Bridge Advisors held 35,688 shares of Upstart Holdings worth $1.26M as of Q2 2026.
Coastal Bridge Advisors left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up 0.08% of Coastal Bridge Advisors's portfolio in Q2 2026, its #204 holding.
Coastal Bridge Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
Coastal Bridge Advisors's Upstart Holdings position peaked at $5.38M in Q4 2021.
368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.