C
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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

Covestor's UPST Position: Q2 2026 in Review

Covestor increased its Upstart Holdings (UPST) stake by 123% in Q2 2026, buying an estimated $4.28K and bringing the position to 252 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1692.

Covestor first reported a position in UPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $117K in Q1 2022. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Covestor held 252 shares of Upstart Holdings worth $9K as of Q2 2026.
  • Covestor bought 139 Upstart Holdings shares in Q2 2026, an estimated $4.28K.
  • Upstart Holdings made up 0.01% of Covestor's portfolio in Q2 2026, its #1692 holding.
  • Covestor first reported a position in Upstart Holdings in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Upstart Holdings position peaked at $117K in Q1 2022.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.