Dimensional Fund Advisors
UPST icon

Dimensional Fund Advisors’s Upstart Holdings UPST Stock Holding History

Dimensional Fund 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 		$37.5M Buy
1,059,769
+36,989
+4% +$1.14M 0.01% 1745
2026
Q1 		$26.2M Buy
1,022,780
+744,190
+267% +$26.2M 0.01% 1840
2025
Q4 		$12.2M Buy
278,590
+220,829
+382% +$10.2M ﹤0.01% 2220
2025
Q3 		$2.93M Buy
57,761
+25,377
+78% +$1.79M ﹤0.01% 2667
2025
Q2 		$2.09M Buy
32,384
+87
+0.3% +$4.27K ﹤0.01% 2752
2025
Q1 		$1.49M Buy
32,297
+15,230
+89% +$947K ﹤0.01% 2784
2024
Q4 		$1.05M Sell
17,067
-8,188
-32% -$510K ﹤0.01% 2903
2024
Q3 		$1.01M Sell
25,255
-390
-2% -$13K ﹤0.01% 2907
2024
Q2 		$605K Sell
25,645
-392
-2% -$9.46K ﹤0.01% 2996
2024
Q1 		$700K Buy
26,037
+1,022
+4% +$30.2K ﹤0.01% 2987
2023
Q4 		$1.02M Buy
25,015
+389
+2% +$11.8K ﹤0.01% 2932
2023
Q3 		$703K Sell
24,626
-20,946
-46% -$842K ﹤0.01% 2990
2023
Q2 		$1.63M Buy
45,572
+89
+0.2% +$2.05K ﹤0.01% 2833
2023
Q1 		$723K Buy
+45,483
New +$765K ﹤0.01% 2968
2022
Q3 		– Sell
-10,149
Closed -$321K – 3524
2022
Q2 		$321K Buy
10,149
+531
+6% +$31.6K ﹤0.01% 3165
2022
Q1 		$1.05M Buy
9,618
+6,171
+179% +$711K ﹤0.01% 2986
2021
Q4 		$522K Buy
3,447
+164
+5% +$41K ﹤0.01% 3155
2021
Q3 		$1.04M Buy
+3,283
New +$648K ﹤0.01% 3041

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

Dimensional Fund Advisors's UPST Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Upstart Holdings (UPST) stake by 3.6% in Q2 2026, buying an estimated $1.14M and bringing the position to 1,059,769 shares worth $37.5M. The position accounts for 0.01% of the portfolio, ranked #1745.

Dimensional Fund Advisors first reported a position in UPST in Q3 2021 and has held it in 18 quarters since. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Dimensional Fund Advisors held 1,059,769 shares of Upstart Holdings worth $37.5M as of Q2 2026.
  • Dimensional Fund Advisors bought 36,989 Upstart Holdings shares in Q2 2026, an estimated $1.14M.
  • Upstart Holdings made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1745 holding.
  • Dimensional Fund Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 18 quarters since.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.