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Intellectus Partners’s Upstart Holdings UPST Stock Holding History

Intellectus Partners’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 		$965K Hold
27,250
– – 0.17% 145
2026
Q1 		$699K Buy
27,250
+550
+2% +$19.4K 0.14% 166
2025
Q4 		$1.17M Buy
26,700
+1,250
+5% +$57.6K 0.23% 117
2025
Q3 		$1.29M Buy
25,450
+17,988
+241% +$1.27M 0.25% 108
2025
Q2 		$483K Buy
7,462
+612
+9% +$30K 0.1% 198
2025
Q1 		$315K Sell
6,850
-200
-3% -$12.4K 0.08% 221
2024
Q4 		$434K Sell
7,050
-650
-8% -$40.5K 0.1% 201
2024
Q3 		$308K Buy
+7,700
New +$256K 0.08% 222

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

Intellectus Partners's UPST Position: Q2 2026 in Review

Intellectus Partners held its Upstart Holdings (UPST) position steady in Q2 2026 at 27,250 shares worth $965K. The position accounts for 0.17% of the portfolio, ranked #145.

Intellectus Partners first reported a position in UPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q3 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Intellectus Partners held 27,250 shares of Upstart Holdings worth $965K as of Q2 2026.
  • Intellectus Partners left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up 0.17% of Intellectus Partners's portfolio in Q2 2026, its #145 holding.
  • Intellectus Partners first reported a position in Upstart Holdings in Q3 2024 and has held it in 8 quarters since.
  • Intellectus Partners's Upstart Holdings position peaked at $1.29M in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.