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
Q3 		$54K Buy
2,350
+176
+8% +$5.04K ﹤0.01% 2316
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GAMMA Investing's UPST Position: Q3 2026 in Review

GAMMA Investing increased its Upstart Holdings (UPST) stake by 8.1% in Q3 2026, buying an estimated $5.04K and bringing the position to 2,350 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

GAMMA Investing first reported a position in UPST in Q4 2023 and has held it in 12 quarters since. The position peaked at $105K in Q2 2025. 11 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • GAMMA Investing held 2,350 shares of Upstart Holdings worth $54K as of Q3 2026.
  • GAMMA Investing bought 176 Upstart Holdings shares in Q3 2026, an estimated $5.04K.
  • Upstart Holdings made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2316 holding.
  • GAMMA Investing first reported a position in Upstart Holdings in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Upstart Holdings position peaked at $105K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.