First Trust Advisors
UPST icon

First Trust Advisors’s Upstart Holdings UPST Stock Holding History

First Trust Advisors’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 		$13.4M Buy
379,056
+5,601
+1% +$173K 0.01% 1101
2026
Q1 		$9.58M Buy
373,455
+54,908
+17% +$1.93M 0.01% 1114
2025
Q4 		$13.9M Buy
318,547
+81,416
+34% +$3.75M 0.01% 983
2025
Q3 		$12M Sell
237,131
-7,278
-3% -$512K 0.01% 1044
2025
Q2 		$15.8M Buy
244,409
+103,248
+73% +$5.06M 0.01% 968
2025
Q1 		$6.5M Buy
141,161
+7,879
+6% +$490K 0.01% 1197
2024
Q4 		$8.21M Sell
133,282
-67,821
-34% -$4.23M 0.01% 1131
2024
Q3 		$8.05M Sell
201,103
-169,999
-46% -$5.65M 0.01% 1116
2024
Q2 		$8.75M Sell
371,102
-87,595
-19% -$2.11M 0.01% 1065
2024
Q1 		$12.3M Buy
458,697
+144,526
+46% +$4.27M 0.01% 958
2023
Q4 		$12.8M Buy
314,171
+78,863
+34% +$2.4M 0.01% 917
2023
Q3 		$6.72M Buy
+235,308
New +$9.46M 0.01% 1109
2023
Q2 		– Sell
-22,420
Closed -$356K – 2450
2023
Q1 		$356K Sell
22,420
-154,518
-87% -$2.6M ﹤0.01% 2208
2022
Q4 		$2.34M Buy
176,938
+61,615
+53% +$1.19M ﹤0.01% 1627
2022
Q3 		$2.4M Buy
+115,323
New +$3.1M ﹤0.01% 1605
2022
Q2 		– Sell
-60,338
Closed -$6.58M – 2613
2022
Q1 		$6.58M Buy
60,338
+763
+1% +$87.9K 0.01% 1187
2021
Q4 		$9.01M Sell
59,575
-28,346
-32% -$7.08M 0.01% 1096
2021
Q3 		$27.8M Buy
87,921
+48,284
+122% +$9.52M 0.03% 654
2021
Q2 		$4.95M Buy
+39,637
New +$4.88M 0.01% 1362

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

First Trust Advisors's UPST Position: Q2 2026 in Review

First Trust Advisors increased its Upstart Holdings (UPST) stake by 1.5% in Q2 2026, buying an estimated $173K and bringing the position to 379,056 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #1101.

First Trust Advisors first reported a position in UPST in Q2 2021 and has held it in 19 quarters since. The position peaked at $27.8M in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • First Trust Advisors held 379,056 shares of Upstart Holdings worth $13.4M as of Q2 2026.
  • First Trust Advisors bought 5,601 Upstart Holdings shares in Q2 2026, an estimated $173K.
  • Upstart Holdings made up 0.01% of First Trust Advisors's portfolio in Q2 2026, its #1101 holding.
  • First Trust Advisors first reported a position in Upstart Holdings in Q2 2021 and has held it in 19 quarters since.
  • First Trust Advisors's Upstart Holdings position peaked at $27.8M in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.