Forum Finance Group’s Upstart Holdings UPST Stock Holding History

Forum Finance Group’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	$1K	Hold	50	–	–	﹤0.01%	342
2026 Q1	$1K	Buy	+50	New	+$1.76K	﹤0.01%	319

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Forum Finance Group's UPST Position: Q2 2026 in Review

Forum Finance Group held its Upstart Holdings (UPST) position steady in Q2 2026 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Forum Finance Group first reported a position in UPST in Q1 2026 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Forum Finance Group held 50 shares of Upstart Holdings worth $1K as of Q2 2026.
Forum Finance Group left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #342 holding.
Forum Finance Group first reported a position in Upstart Holdings in Q1 2026 and has held it in 2 quarters since.
365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.