CA
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
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

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
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
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CoreCap Advisors's UPST Position: Q2 2026 in Review

CoreCap Advisors reduced its Upstart Holdings (UPST) stake by 29% in Q2 2026, selling an estimated $2.62K and leaving 210 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

CoreCap Advisors first reported a position in UPST in Q4 2021 and has held it in 13 quarters since. The position peaked at $64.8K in Q4 2025. 39 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • CoreCap Advisors held 210 shares of Upstart Holdings worth $7.44K as of Q2 2026.
  • CoreCap Advisors sold 85 Upstart Holdings shares in Q2 2026, an estimated $2.62K.
  • Upstart Holdings made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2174 holding.
  • CoreCap Advisors first reported a position in Upstart Holdings in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Upstart Holdings position peaked at $64.8K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.