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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
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

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

Essential Partners's UPST Position: Q2 2026 in Review

Essential Partners increased its Upstart Holdings (UPST) stake by 108% in Q2 2026, buying an estimated $801 and bringing the position to 50 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Essential Partners first reported a position in UPST in Q2 2025 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Essential Partners held 50 shares of Upstart Holdings worth $1.77K as of Q2 2026.
  • Essential Partners bought 26 Upstart Holdings shares in Q2 2026, an estimated $801.
  • Upstart Holdings made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2023 holding.
  • Essential Partners first reported a position in Upstart Holdings in Q2 2025 and has held it in 5 quarters since.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.