Creative Planning
UPST icon

Creative Planning’s Upstart Holdings UPST Stock Holding History

Creative Planning’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 		$3.14M Buy
88,554
+34,640
+64% +$1.07M ﹤0.01% 1746
2026
Q1 		$1.38M Buy
53,914
+8,524
+19% +$300K ﹤0.01% 2204
2025
Q4 		$1.98M Buy
45,390
+17,435
+62% +$803K ﹤0.01% 1736
2025
Q3 		$1.42M Buy
27,955
+8,374
+43% +$589K ﹤0.01% 1814
2025
Q2 		$1.27M Sell
19,581
-11,667
-37% -$572K ﹤0.01% 1662
2025
Q1 		$1.44M Buy
31,248
+13,316
+74% +$828K ﹤0.01% 1429
2024
Q4 		$1.1M Sell
17,932
-5,206
-22% -$325K ﹤0.01% 1575
2024
Q3 		$926K Sell
23,138
-3,031
-12% -$101K ﹤0.01% 1574
2024
Q2 		$617K Sell
26,169
-1,482
-5% -$35.8K ﹤0.01% 1787
2024
Q1 		$744K Buy
27,651
+846
+3% +$25K ﹤0.01% 1553
2023
Q4 		$1.1M Buy
26,805
+11,428
+74% +$348K ﹤0.01% 1180
2023
Q3 		$439K Sell
15,377
-296
-2% -$11.9K ﹤0.01% 1649
2023
Q2 		$561K Buy
15,673
+1,554
+11% +$35.7K ﹤0.01% 1477
2023
Q1 		$224K Buy
14,119
+3,708
+36% +$62.4K ﹤0.01% 2038
2022
Q4 		$138K Sell
10,411
-1,672
-14% -$32.3K ﹤0.01% 2102
2022
Q3 		$251K Sell
12,083
-917
-7% -$24.7K ﹤0.01% 1762
2022
Q2 		$411K Buy
13,000
+4,546
+54% +$271K ﹤0.01% 1430
2022
Q1 		$922K Buy
8,454
+6,275
+288% +$723K ﹤0.01% 1023
2021
Q4 		$330K Sell
2,179
-1,344
-38% -$336K ﹤0.01% 1557
2021
Q3 		$1.11M Buy
3,523
+707
+25% +$139K ﹤0.01% 895
2021
Q2 		$352K Buy
+2,816
New +$347K ﹤0.01% 1483

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

Creative Planning's UPST Position: Q2 2026 in Review

Creative Planning increased its Upstart Holdings (UPST) stake by 64% in Q2 2026, buying an estimated $1.07M and bringing the position to 88,554 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Creative Planning first reported a position in UPST in Q2 2021 and has held it in 21 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Creative Planning held 88,554 shares of Upstart Holdings worth $3.14M as of Q2 2026.
  • Creative Planning bought 34,640 Upstart Holdings shares in Q2 2026, an estimated $1.07M.
  • Upstart Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1746 holding.
  • Creative Planning first reported a position in Upstart Holdings in Q2 2021 and has held it in 21 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.