Gemmer Asset Management
UPST icon

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
Q3 		$683K Hold
29,707
– – 0.04% 92
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% +$8.76K 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

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Gemmer Asset Management's UPST Position: Q3 2026 in Review

Gemmer Asset Management held its Upstart Holdings (UPST) position steady in Q3 2026 at 29,707 shares worth $683K. The position accounts for 0.04% of the portfolio, ranked #92.

Gemmer Asset Management first reported a position in UPST in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.68M in Q2 2025. 48 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Gemmer Asset Management held 29,707 shares of Upstart Holdings worth $683K as of Q3 2026.
  • Gemmer Asset Management left its Upstart Holdings share count unchanged in Q3 2026.
  • Upstart Holdings made up 0.04% of Gemmer Asset Management's portfolio in Q3 2026, its #92 holding.
  • Gemmer Asset Management first reported a position in Upstart Holdings in Q1 2022 and has held it in 15 quarters since.
  • Gemmer Asset Management's Upstart Holdings position peaked at $1.68M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Gemmer Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.