Congress Asset Management’s Upstart Holdings UPST Stock Holding History

Congress Asset Management’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	-76,407	Closed	-$1.96M	–	436
2026 Q1	$1.96M	Buy	+76,407	New	+$2.69M	0.01%	304

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

Congress Asset Management's UPST Position: Q2 2026 in Review

Congress Asset Management sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 76,407 shares — an estimated $1.96M sold.

Congress Asset Management first reported a position in UPST in Q1 2026 and held it in 1 quarter. The position peaked at $1.96M in Q1 2026. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Congress Asset Management reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
Congress Asset Management sold 76,407 Upstart Holdings shares in Q2 2026, an estimated $1.96M.
Congress Asset Management first reported a position in Upstart Holdings in Q1 2026 and held it in 1 quarter.
Congress Asset Management's Upstart Holdings position peaked at $1.96M in Q1 2026.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.