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
2023
Q2 		– Sell
-1,000
Closed -$3.08K – 2838
2023
Q1 		$3.08K Buy
+1,000
New +$16.8K ﹤0.01% 2502
2021
Q4 		– Sell
-400
Closed -$7K – 2222
2021
Q3 		$7K Buy
+400
New +$78.9K ﹤0.01% 2084

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Creative Planning's UPST Position: Q1 2026 in Review

Creative Planning increased its Upstart Holdings (UPST) stake by 19% in Q1 2026, buying an estimated $300K and bringing the position to 53,914 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Creative Planning first reported a position in UPST in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.98M in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Creative Planning held 53,914 shares of Upstart Holdings worth $1.38M as of Q1 2026.
  • Creative Planning bought 8,524 Upstart Holdings shares in Q1 2026, an estimated $300K.
  • Upstart Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2204 holding.
  • Creative Planning first reported a position in Upstart Holdings in Q2 2021 and has held it in 20 quarters since.
  • Creative Planning's Upstart Holdings position peaked at $1.98M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.