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Edgestream Partners’s Upstart Holdings UPST Stock Holding History

Edgestream Partners’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 		$2.91M Buy
+82,146
New +$2.53M 0.09% 420
2025
Q4 		– Sell
-89,836
Closed -$4.56M – 1147
2025
Q3 		$4.56M Buy
89,836
+33,377
+59% +$2.35M 0.13% 275
2025
Q2 		$3.65M Sell
56,459
-17,618
-24% -$864K 0.1% 379
2025
Q1 		$3.41M Buy
+74,077
New +$4.61M 0.12% 341
2024
Q4 		– Sell
-18,159
Closed -$727K – 1093
2024
Q3 		$727K Buy
+18,159
New +$604K 0.03% 632
2024
Q2 		– Sell
-82,737
Closed -$2.22M – 1047
2024
Q1 		$2.22M Buy
82,737
+52,457
+173% +$1.55M 0.11% 311
2023
Q4 		$1.24M Buy
30,280
+7,718
+34% +$235K 0.09% 383
2023
Q3 		$644K Buy
+22,562
New +$907K 0.05% 528

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

Edgestream Partners's UPST Position: Q2 2026 in Review

Edgestream Partners opened a new position in Upstart Holdings (UPST) in Q2 2026: 82,146 shares worth $2.91M. The stake represents 0.09% of the portfolio and ranks #420 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in UPST as recently as Q3 2025.

Edgestream Partners first reported a position in UPST in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.56M in Q3 2025. 366 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Edgestream Partners held 82,146 shares of Upstart Holdings worth $2.91M as of Q2 2026.
  • Upstart Holdings was a new Edgestream Partners position in Q2 2026.
  • Upstart Holdings made up 0.09% of Edgestream Partners's portfolio in Q2 2026, its #420 holding.
  • Edgestream Partners first reported a position in Upstart Holdings in Q3 2023 and has held it in 8 quarters since.
  • Edgestream Partners's Upstart Holdings position peaked at $4.56M in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.