Gemmer Asset Management’s Upstart Holdings UPST Stock Holding History

Gemmer Asset Management’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	$1.05M	Buy	29,707 +4,314	+17%	+$133K	0.07%	85
2026 Q1	$651K	Buy	25,393 +1,375	+6%	+$48.4K	0.05%	98
2025 Q4	$1.05M	Sell	24,018 -1,495	-6%	-$68.8K	0.08%	83
2025 Q3	$1.3M	Sell	25,513 -500	-2%	-$35.2K	0.1%	73
2025 Q2	$1.68M	Buy	26,013 +7,857	+43%	+$385K	0.15%	62
2025 Q1	$836K	Buy	18,156 +141	+0.8%	+$8.77K	0.08%	79
2024 Q4	$1.11M	Sell	18,015 -446	-2%	-$27.8K	0.11%	72
2024 Q3	$739K	Hold	18,461	–	–	0.07%	79
2024 Q2	$435K	Buy	18,461 +9,669	+110%	+$233K	0.05%	92
2024 Q1	$236K	Buy	8,792 +666	+8%	+$19.7K	0.03%	120
2023 Q4	$332K	Hold	8,126	–	–	0.04%	96
2023 Q3	$232K	Hold	8,126	–	–	0.03%	115
2023 Q2	$291K	Buy	+8,126	New	+$187K	0.04%	103
2022 Q2	–	Sell	-2,474	Closed	-$269K	–	1084
2022 Q1	$269K	Buy	+2,474	New	+$285K	0.03%	110

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

Gemmer Asset Management's UPST Position: Q2 2026 in Review

Gemmer Asset Management increased its Upstart Holdings (UPST) stake by 17% in Q2 2026, buying an estimated $133K and bringing the position to 29,707 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #85.

Gemmer Asset Management first reported a position in UPST in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.68M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Gemmer Asset Management held 29,707 shares of Upstart Holdings worth $1.05M as of Q2 2026.
Gemmer Asset Management bought 4,314 Upstart Holdings shares in Q2 2026, an estimated $133K.
Upstart Holdings made up 0.07% of Gemmer Asset Management's portfolio in Q2 2026, its #85 holding.
Gemmer Asset Management first reported a position in Upstart Holdings in Q1 2022 and has held it in 14 quarters since.
Gemmer Asset Management's Upstart Holdings position peaked at $1.68M in Q2 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.