Covestor
UPST icon

Covestor’s Upstart Holdings UPST Stock Holding History

Covestor’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 		$6K Sell
246
-6
-2% -$172 ﹤0.01% 1828
2026
Q2 		$9K Buy
252
+139
+123% +$4.28K 0.01% 1692
2026
Q1 		$3K Sell
113
-88
-44% -$3.1K ﹤0.01% 1926
2025
Q4 		$9K Hold
201
– – ﹤0.01% 1659
2025
Q3 		$10K Sell
201
-1
-0.5% -$70 0.01% 1619
2025
Q2 		$13K Hold
202
– – 0.01% 1429
2025
Q1 		$9K Buy
202
+1
+0.5% +$62 0.01% 1588
2024
Q4 		$12K Sell
201
-107
-35% -$6.67K 0.01% 1447
2024
Q3 		$12K Buy
308
+1
+0.3% +$33 0.01% 1464
2024
Q2 		$7K Buy
307
+1
+0.3% +$24 ﹤0.01% 1732
2024
Q1 		$8K Sell
306
-1
-0.3% -$30 0.01% 1720
2023
Q4 		$13K Buy
307
+136
+80% +$4.14K 0.01% 1403
2023
Q3 		$5K Sell
171
-367
-68% -$14.7K ﹤0.01% 1726
2023
Q2 		$19K Buy
538
+245
+84% +$5.64K 0.01% 1170
2023
Q1 		$5K Sell
293
-157
-35% -$2.64K ﹤0.01% 1577
2022
Q4 		$6K Buy
450
+1
+0.2% +$19 ﹤0.01% 1541
2022
Q3 		$9K Sell
449
-899
-67% -$24.2K 0.01% 1318
2022
Q2 		$43K Buy
1,348
+280
+26% +$16.7K 0.03% 787
2022
Q1 		$117K Buy
1,068
+1,037
+3,345% +$119K 0.08% 409
2021
Q4 		$5K Buy
+31
New +$7.74K 0.01% 1347

Other funds holding UPST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Covestor's UPST Position: Q3 2026 in Review

Covestor reduced its Upstart Holdings (UPST) stake by 2.4% in Q3 2026, selling an estimated $172 and leaving 246 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Covestor first reported a position in UPST in Q4 2021 and has held it in 20 quarters since. The position peaked at $117K in Q1 2022. 260 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Covestor held 246 shares of Upstart Holdings worth $6K as of Q3 2026.
  • Covestor sold 6 Upstart Holdings shares in Q3 2026, an estimated $172.
  • Upstart Holdings made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1828 holding.
  • Covestor first reported a position in Upstart Holdings in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Upstart Holdings position peaked at $117K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.