Janney Montgomery Scott
UPST icon

Janney Montgomery Scott’s Upstart Holdings UPST Stock Holding History

Janney Montgomery Scott’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 		$478K Buy
18,643
+5,532
+42% +$195K ﹤0.01% 2078
2025
Q4 		$573K Buy
13,111
+2,084
+19% +$96K ﹤0.01% 2106
2025
Q3 		$560K Buy
11,027
+1,697
+18% +$119K ﹤0.01% 2074
2025
Q2 		$603K Sell
9,330
-5,295
-36% -$260K ﹤0.01% 1895
2025
Q1 		$673K Sell
14,625
-100
-0.7% -$6.22K ﹤0.01% 1795
2024
Q4 		$907K Buy
14,725
+32
+0.2% +$2K ﹤0.01% 1600
2024
Q3 		$588K Sell
14,693
-80
-0.5% -$2.66K ﹤0.01% 1869
2024
Q2 		$348K Buy
+14,773
New +$356K ﹤0.01% 2128
2022
Q1 		– Sell
-6,805
Closed -$1.03M – 2448
2021
Q4 		$1.03M Buy
6,805
+4,261
+167% +$1.06M ﹤0.01% 1316
2021
Q3 		$805K Sell
2,544
-3,966
-61% -$782K ﹤0.01% 1390
2021
Q2 		$813K Buy
+6,510
New +$801K ﹤0.01% 1371

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

Janney Montgomery Scott's UPST Position: Q1 2026 in Review

Janney Montgomery Scott increased its Upstart Holdings (UPST) stake by 42% in Q1 2026, buying an estimated $195K and bringing the position to 18,643 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Janney Montgomery Scott first reported a position in UPST in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2021. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Janney Montgomery Scott held 18,643 shares of Upstart Holdings worth $478K as of Q1 2026.
  • Janney Montgomery Scott bought 5,532 Upstart Holdings shares in Q1 2026, an estimated $195K.
  • Upstart Holdings made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2078 holding.
  • Janney Montgomery Scott first reported a position in Upstart Holdings in Q2 2021 and has held it in 11 quarters since.
  • Janney Montgomery Scott's Upstart Holdings position peaked at $1.03M in Q4 2021.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.