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IFP Advisors’s Upstart Holdings UPST Stock Holding History

IFP 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 		$19.8K Buy
558
+152
+37% +$4.68K ﹤0.01% 2986
2026
Q1 		$10.4K Buy
406
+15
+4% +$528 ﹤0.01% 3130
2025
Q4 		$17.1K Sell
391
-199
-34% -$9.16K ﹤0.01% 2800
2025
Q3 		$30K Buy
590
+208
+54% +$14.6K ﹤0.01% 2359
2025
Q2 		$29K Sell
382
-30
-7% -$1.47K ﹤0.01% 2343
2025
Q1 		$19K Sell
412
-15
-4% -$932 ﹤0.01% 2304
2024
Q4 		$26.3K Sell
427
-63
-13% -$3.93K ﹤0.01% 2123
2024
Q3 		$19.6K Hold
490
– – ﹤0.01% 2158
2024
Q2 		$11.6K Hold
490
– – ﹤0.01% 2289
2024
Q1 		$13.2K Sell
490
-20
-4% -$591 ﹤0.01% 2145
2023
Q4 		$20.8K Buy
510
+45
+10% +$1.37K ﹤0.01% 1895
2023
Q3 		$14.7K Sell
465
-173
-27% -$6.95K ﹤0.01% 2092
2023
Q2 		$25.7K Buy
638
+623
+4,153% +$14.3K ﹤0.01% 1890
2023
Q1 		$442 Sell
15
-1,909
-99% -$32.1K ﹤0.01% 3197
2022
Q4 		$66K Sell
1,924
-1,316
-41% -$25.4K ﹤0.01% 2039
2022
Q3 		$112K Buy
3,240
+33
+1% +$888 ﹤0.01% 1780
2022
Q2 		$110K Hold
3,207
– – ﹤0.01% 1629
2022
Q1 		$110K Buy
3,207
+2,853
+806% +$329K ﹤0.01% 1629
2021
Q4 		$53K Sell
354
-443
-56% -$111K ﹤0.01% 1531
2021
Q3 		$252K Buy
797
+358
+82% +$70.6K 0.01% 842
2021
Q2 		$54K Buy
+439
New +$54K ﹤0.01% 1491

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

IFP Advisors's UPST Position: Q2 2026 in Review

IFP Advisors increased its Upstart Holdings (UPST) stake by 37% in Q2 2026, buying an estimated $4.68K and bringing the position to 558 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

IFP Advisors first reported a position in UPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $252K in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • IFP Advisors held 558 shares of Upstart Holdings worth $19.8K as of Q2 2026.
  • IFP Advisors bought 152 Upstart Holdings shares in Q2 2026, an estimated $4.68K.
  • Upstart Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2986 holding.
  • IFP Advisors first reported a position in Upstart Holdings in Q2 2021 and has held it in 21 quarters since.
  • IFP Advisors's Upstart Holdings position peaked at $252K in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.