Envestnet Asset Management
UPST icon

Envestnet Asset Management’s Upstart Holdings UPST Stock Holding History

Envestnet Asset Management’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 		$768K Buy
21,672
+381
+2% +$11.7K ﹤0.01% 3791
2026
Q1 		$546K Sell
21,291
-6,854
-24% -$241K ﹤0.01% 3871
2025
Q4 		$1.23M Sell
28,145
-3,841
-12% -$177K ﹤0.01% 3148
2025
Q3 		$1.62M Sell
31,986
-2,011
-6% -$141K ﹤0.01% 3013
2025
Q2 		$2.2M Sell
33,997
-15,673
-32% -$769K ﹤0.01% 2763
2025
Q1 		$2.29M Sell
49,670
-9,541
-16% -$593K ﹤0.01% 2641
2024
Q4 		$3.65M Buy
59,211
+4,826
+9% +$301K ﹤0.01% 2314
2024
Q3 		$2.18M Buy
54,385
+34,918
+179% +$1.16M ﹤0.01% 2596
2024
Q2 		$459K Buy
19,467
+1,735
+10% +$41.9K ﹤0.01% 3510
2024
Q1 		$477K Sell
17,732
-5,983
-25% -$177K ﹤0.01% 3460
2023
Q4 		$969K Sell
23,715
-6,187
-21% -$188K ﹤0.01% 2957
2023
Q3 		$853K Buy
29,902
+10,443
+54% +$420K ﹤0.01% 2921
2023
Q2 		$697K Buy
+19,459
New +$448K ﹤0.01% 3022
2023
Q1 		– Sell
-16,660
Closed -$220K – 4116
2022
Q4 		$220K Buy
16,660
+1,950
+13% +$37.7K ﹤0.01% 3627
2022
Q3 		$306K Buy
14,710
+1,592
+12% +$42.8K ﹤0.01% 3331
2022
Q2 		$415K Buy
13,118
+1,307
+11% +$77.8K ﹤0.01% 3166
2022
Q1 		$1.29M Buy
11,811
+9,898
+517% +$1.14M ﹤0.01% 2476
2021
Q4 		$289K Sell
1,913
-3,324
-63% -$830K ﹤0.01% 3444
2021
Q3 		$1.66M Sell
5,237
-51,988
-91% -$10.3M ﹤0.01% 2210
2021
Q2 		$7.15M Buy
57,225
+1,789
+3% +$220K ﹤0.01% 1309
2021
Q1 		$7.14M Buy
55,436
+47,041
+560% +$3.61M ﹤0.01% 1235
2020
Q4 		$342K Buy
+8,395
New +$345K ﹤0.01% 2861

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

Envestnet Asset Management's UPST Position: Q2 2026 in Review

Envestnet Asset Management increased its Upstart Holdings (UPST) stake by 1.8% in Q2 2026, buying an estimated $11.7K and bringing the position to 21,672 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #3791.

Envestnet Asset Management first reported a position in UPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.15M in Q2 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Envestnet Asset Management held 21,672 shares of Upstart Holdings worth $768K as of Q2 2026.
  • Envestnet Asset Management bought 381 Upstart Holdings shares in Q2 2026, an estimated $11.7K.
  • Upstart Holdings made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3791 holding.
  • Envestnet Asset Management first reported a position in Upstart Holdings in Q4 2020 and has held it in 22 quarters since.
  • Envestnet Asset Management's Upstart Holdings position peaked at $7.15M in Q2 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.