CoreCap Advisors
UPST icon

CoreCap Advisors’s Upstart Holdings UPST Stock Holding History

CoreCap 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
Q3 		$460 Sell
20
-190
-90% -$5.44K ﹤0.01% 2822
2026
Q2 		$7.44K Sell
210
-85
-29% -$2.62K ﹤0.01% 2174
2026
Q1 		$7.57K Sell
295
-1,186
-80% -$41.7K ﹤0.01% 2053
2025
Q4 		$64.8K Buy
1,481
+1,471
+14,710% +$67.7K ﹤0.01% 1206
2025
Q3 		$508 Hold
10
– – ﹤0.01% 2566
2025
Q2 		$647 Sell
10
-95
-90% -$4.66K ﹤0.01% 2476
2025
Q1 		$4.83K Sell
105
-82
-44% -$5.1K ﹤0.01% 2105
2024
Q4 		$11.5K Buy
187
+65
+53% +$4.05K ﹤0.01% 1722
2024
Q3 		$4.88K Hold
122
– – ﹤0.01% 1983
2024
Q2 		$2.88K Buy
122
+100
+455% +$2.41K ﹤0.01% 1256
2024
Q1 		$592 Buy
+22
New +$651 ﹤0.01% 2310
2022
Q4 		$5.45K Buy
+412
New +$7.96K ﹤0.01% 1726
2022
Q3 		– Sell
-113
Closed -$4K – 2011
2022
Q2 		$4K Buy
+113
New +$6.73K ﹤0.01% 1745
2022
Q1 		– Sell
-65
Closed -$10K – 2017
2021
Q4 		$10K Buy
+65
New +$16.2K ﹤0.01% 1559

Other funds holding UPST

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

CoreCap Advisors's UPST Position: Q3 2026 in Review

CoreCap Advisors reduced its Upstart Holdings (UPST) stake by 90% in Q3 2026, selling an estimated $5.44K and leaving 20 shares worth $460. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

CoreCap Advisors first reported a position in UPST in Q4 2021 and has held it in 14 quarters since. The position peaked at $64.8K in Q4 2025. 53 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • CoreCap Advisors held 20 shares of Upstart Holdings worth $460 as of Q3 2026.
  • CoreCap Advisors sold 190 Upstart Holdings shares in Q3 2026, an estimated $5.44K.
  • Upstart Holdings made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2822 holding.
  • CoreCap Advisors first reported a position in Upstart Holdings in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Upstart Holdings position peaked at $64.8K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.