Glass Jacobson Investment Advisors’s Upstart Holdings UPST Stock Holding History

Glass Jacobson Investment Advisors’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	$142	Hold	4	–	–	﹤0.01%	610
2026 Q1	$103	Hold	4	–	–	﹤0.01%	602
2025 Q4	$175	Hold	4	–	–	﹤0.01%	574
2025 Q3	$204	Hold	4	–	–	﹤0.01%	572
2025 Q2	$259	Hold	4	–	–	﹤0.01%	549
2025 Q1	$247	Hold	4	–	–	﹤0.01%	824
2024 Q4	$247	Hold	4	–	–	﹤0.01%	824
2024 Q3	$161	Hold	4	–	–	﹤0.01%	747
2024 Q2	$95	Hold	4	–	–	﹤0.01%	751
2024 Q1	$108	Hold	4	–	–	﹤0.01%	743
2023 Q4	$164	Hold	4	–	–	﹤0.01%	696
2023 Q3	$115	Hold	4	–	–	﹤0.01%	793
2023 Q2	$144	Buy	+4	New	+$92	﹤0.01%	788
2022 Q4	$53	Buy	+4	New	+$77	﹤0.01%	821

Other funds holding UPST

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

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

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Glass Jacobson Investment Advisors's UPST Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 4 shares worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Glass Jacobson Investment Advisors first reported a position in UPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $259 in Q2 2025. 196 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Glass Jacobson Investment Advisors held 4 shares of Upstart Holdings worth $142 as of Q2 2026.
Glass Jacobson Investment Advisors left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #610 holding.
Glass Jacobson Investment Advisors first reported a position in Upstart Holdings in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Upstart Holdings position peaked at $259 in Q2 2025.
196 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.