Investors Research Corp’s Upstart Holdings UPST Stock Holding History

Investors Research Corp’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%	783
2026 Q1	$103	Buy	+4	New	+$141	﹤0.01%	826
2023 Q4	–	Sell	-5	Closed	-$143	–	1093
2023 Q3	$143	Hold	5	–	–	﹤0.01%	1050
2023 Q2	$179	Hold	5	–	–	﹤0.01%	1057
2023 Q1	$79	Sell	5 -11	-69%	-$185	﹤0.01%	1104
2022 Q4	$212	Hold	16	–	–	﹤0.01%	1106
2022 Q3	$0	Buy	16 +1	+7%	+$27	﹤0.01%	1137
2022 Q2	$0	Buy	15 +9	+150%	+$536	﹤0.01%	1152
2022 Q1	$1K	Buy	6 +2	+50%	+$230	﹤0.01%	996
2021 Q4	$1K	Buy	+4	New	+$999	﹤0.01%	961

Other funds holding UPST

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Investors Research Corp's UPST Position: Q2 2026 in Review

Investors Research Corp 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 #783.

Investors Research Corp first reported a position in UPST in Q4 2021 and has held it in 10 quarters since. The position peaked at $1K in Q1 2022. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Investors Research Corp held 4 shares of Upstart Holdings worth $142 as of Q2 2026.
Investors Research Corp left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #783 holding.
Investors Research Corp first reported a position in Upstart Holdings in Q4 2021 and has held it in 10 quarters since.
Investors Research Corp's Upstart Holdings position peaked at $1K in Q1 2022.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.