Kayne Anderson Rudnick Investment Management
UPST icon

Kayne Anderson Rudnick Investment Management’s Upstart Holdings UPST Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$10.6K Hold
300
– – ﹤0.01% 739
2026
Q1 		$7.7K Hold
300
– – ﹤0.01% 708
2025
Q4 		$13.1K Hold
300
– – ﹤0.01% 691
2025
Q3 		$15.2K Hold
300
– – ﹤0.01% 688
2025
Q2 		$19.4K Hold
300
– – ﹤0.01% 676
2025
Q1 		$13.8K Hold
300
– – ﹤0.01% 673
2024
Q4 		$18.5K Hold
300
– – ﹤0.01% 639
2024
Q3 		$12K Buy
+300
New +$9.98K ﹤0.01% 660

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

Kayne Anderson Rudnick Investment Management's UPST Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its Upstart Holdings (UPST) position steady in Q2 2026 at 300 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Kayne Anderson Rudnick Investment Management first reported a position in UPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.4K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 300 shares of Upstart Holdings worth $10.6K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #739 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Upstart Holdings in Q3 2024 and has held it in 8 quarters since.
  • Kayne Anderson Rudnick Investment Management's Upstart Holdings position peaked at $19.4K in Q2 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.