GI
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GAMMA Investing’s Upstart Holdings UPST Stock Holding History

GAMMA Investing’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 		$77K Buy
2,174
+1
+0% +$31 ﹤0.01% 2008
2026
Q1 		$55.7K Buy
2,173
+361
+20% +$12.7K ﹤0.01% 2111
2025
Q4 		$79.2K Buy
1,812
+208
+13% +$9.58K ﹤0.01% 1743
2025
Q3 		$81.5K Sell
1,604
-25
-2% -$1.76K ﹤0.01% 1656
2025
Q2 		$105K Sell
1,629
-33
-2% -$1.62K 0.01% 1398
2025
Q1 		$76.5K Buy
1,662
+314
+23% +$19.5K 0.01% 1473
2024
Q4 		$83K Buy
1,348
+224
+20% +$14K 0.01% 1247
2024
Q3 		$45K Sell
1,124
-1,080
-49% -$35.9K ﹤0.01% 1562
2024
Q2 		$52K Buy
2,204
+1,590
+259% +$38.4K 0.01% 1168
2024
Q1 		$16.5K Buy
614
+9
+1% +$266 ﹤0.01% 1772
2023
Q4 		$19.2K Buy
+605
New +$18.4K 0.01% 1539

Other funds holding UPST

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

GAMMA Investing's UPST Position: Q2 2026 in Review

GAMMA Investing increased its Upstart Holdings (UPST) stake by 0.05% in Q2 2026, buying an estimated $31 and bringing the position to 2,174 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

GAMMA Investing first reported a position in UPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $105K in Q2 2025. 45 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • GAMMA Investing held 2,174 shares of Upstart Holdings worth $77K as of Q2 2026.
  • GAMMA Investing bought 1 Upstart Holdings share in Q2 2026, an estimated $31.
  • Upstart Holdings made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2008 holding.
  • GAMMA Investing first reported a position in Upstart Holdings in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Upstart Holdings position peaked at $105K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.