IA
UPST icon

Inspire Advisors’s Upstart Holdings UPST Stock Holding History

Inspire 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
Q1 		$253K Buy
9,850
+2,108
+27% +$74.2K 0.02% 526
2025
Q4 		$339K Buy
7,742
+1,370
+22% +$63.1K 0.03% 395
2025
Q3 		$324K Sell
6,372
-1,311
-17% -$92.2K 0.03% 372
2025
Q2 		$497K Buy
7,683
+67
+0.9% +$3.29K 0.05% 295
2025
Q1 		$351K Buy
7,616
+419
+6% +$26K 0.04% 317
2024
Q4 		$443K Sell
7,197
-263
-4% -$16.4K 0.05% 256
2024
Q3 		$298K Sell
7,460
-9,163
-55% -$305K 0.04% 301
2024
Q2 		$392K Buy
16,623
+480
+3% +$11.6K 0.05% 257
2024
Q1 		$434K Buy
16,143
+890
+6% +$26.3K 0.06% 224
2023
Q4 		$623K Buy
15,253
+6,842
+81% +$208K 0.09% 138
2023
Q3 		$240K Sell
8,411
-10,885
-56% -$437K 0.04% 233
2023
Q2 		$691K Buy
19,296
+1,779
+10% +$40.9K 0.13% 86
2023
Q1 		$278K Buy
+17,517
New +$295K 0.06% 131
2022
Q4 		– Sell
-9,687
Closed -$201K – 208
2022
Q3 		$201K Buy
+9,687
New +$261K 0.06% 128

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Inspire Advisors's UPST Position: Q1 2026 in Review

Inspire Advisors increased its Upstart Holdings (UPST) stake by 27% in Q1 2026, buying an estimated $74.2K and bringing the position to 9,850 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #526.

Inspire Advisors first reported a position in UPST in Q3 2022 and has held it in 14 quarters since. The position peaked at $691K in Q2 2023. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Inspire Advisors held 9,850 shares of Upstart Holdings worth $253K as of Q1 2026.
  • Inspire Advisors bought 2,108 Upstart Holdings shares in Q1 2026, an estimated $74.2K.
  • Upstart Holdings made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #526 holding.
  • Inspire Advisors first reported a position in Upstart Holdings in Q3 2022 and has held it in 14 quarters since.
  • Inspire Advisors's Upstart Holdings position peaked at $691K in Q2 2023.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.