Financial Freedom LLC’s Upstart Holdings UPST Stock Holding History

Financial Freedom LLC’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 Q1	$1.28K	Hold	50	–	–	﹤0.01%	405
2025 Q4	$2.19K	Hold	50	–	–	﹤0.01%	316
2025 Q3	$2.54K	Hold	50	–	–	﹤0.01%	330
2025 Q2	$3.23K	Hold	50	–	–	﹤0.01%	320
2025 Q1	$2.3K	Hold	50	–	–	﹤0.01%	336
2024 Q4	$3.08K	Hold	50	–	–	﹤0.01%	328
2024 Q3	$2K	Hold	50	–	–	﹤0.01%	333
2024 Q2	$1.18K	Hold	50	–	–	﹤0.01%	351
2024 Q1	$1.34K	Hold	50	–	–	﹤0.01%	341
2023 Q4	$2.04K	Hold	50	–	–	﹤0.01%	331
2023 Q3	$1.43K	Hold	50	–	–	﹤0.01%	345
2023 Q2	$1.79K	Hold	50	–	–	﹤0.01%	358
2023 Q1	$795	Hold	50	–	–	﹤0.01%	375
2022 Q4	$661	Buy	+50	New	+$966	﹤0.01%	385

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Financial Freedom LLC's UPST Position: Q1 2026 in Review

Financial Freedom LLC held its Upstart Holdings (UPST) position steady in Q1 2026 at 50 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Financial Freedom LLC first reported a position in UPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.23K in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Financial Freedom LLC held 50 shares of Upstart Holdings worth $1.28K as of Q1 2026.
Financial Freedom LLC left its Upstart Holdings share count unchanged in Q1 2026.
Upstart Holdings made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #405 holding.
Financial Freedom LLC first reported a position in Upstart Holdings in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Upstart Holdings position peaked at $3.23K in Q2 2025.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.