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 Q3	$92	Hold	4	–	–	﹤0.01%	770
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Investors Research Corp's UPST Position: Q3 2026 in Review

Investors Research Corp held its Upstart Holdings (UPST) position steady in Q3 2026 at 4 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Investors Research Corp first reported a position in UPST in Q4 2021 and has held it in 11 quarters since. The position peaked at $1K in Q1 2022. 11 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Investors Research Corp held 4 shares of Upstart Holdings worth $92 as of Q3 2026.
Investors Research Corp left its Upstart Holdings share count unchanged in Q3 2026.
Upstart Holdings made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #770 holding.
Investors Research Corp first reported a position in Upstart Holdings in Q4 2021 and has held it in 11 quarters since.
Investors Research Corp's Upstart Holdings position peaked at $1K in Q1 2022.
11 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.