EP
UPST icon

Essential Partners’s Upstart Holdings UPST Stock Holding History

Essential 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
Q3 		$4K Buy
174
+124
+248% +$3.55K ﹤0.01% 1617
2026
Q2 		$1.77K Buy
50
+26
+108% +$801 ﹤0.01% 2023
2026
Q1 		$616 Buy
24
+1
+4% +$35 ﹤0.01% 2376
2025
Q4 		$1.01K Sell
23
-3
-12% -$138 ﹤0.01% 2029
2025
Q3 		$1.32K Buy
26
+3
+13% +$211 ﹤0.01% 1937
2025
Q2 		$1.49K Buy
+23
New +$1.13K ﹤0.01% 1404

Other funds holding UPST

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's UPST Position: Q3 2026 in Review

Essential Partners increased its Upstart Holdings (UPST) stake by 248% in Q3 2026, buying an estimated $3.55K and bringing the position to 174 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Essential Partners first reported a position in UPST in Q2 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Essential Partners held 174 shares of Upstart Holdings worth $4K as of Q3 2026.
  • Essential Partners bought 124 Upstart Holdings shares in Q3 2026, an estimated $3.55K.
  • Upstart Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1617 holding.
  • Essential Partners first reported a position in Upstart Holdings in Q2 2025 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.