Kercheville Advisors’s Upstart Holdings UPST Stock Holding History

Kercheville Advisors’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	$385K	Buy	15,000 +10,000	+200%	+$352K	0.12%	76
2025 Q4	$231K	Sell	5,000 -10,000	-67%	-$460K	0.06%	100
2025 Q3	$762K	Hold	15,000	–	–	0.23%	62
2025 Q2	$970K	Hold	15,000	–	–	0.33%	52
2025 Q1	$690K	Sell	15,000 -50	-0.3%	-$3.11K	0.28%	50
2024 Q4	$927K	Buy	15,050 +5,000	+50%	+$312K	0.36%	48
2024 Q3	$402K	Buy	10,050 +50	+0.5%	+$1.66K	0.17%	62
2024 Q2	$236K	Hold	10,000	–	–	0.1%	68
2024 Q1	$269K	Hold	10,000	–	–	0.13%	65
2023 Q4	$409K	Hold	10,000	–	–	0.23%	46
2023 Q3	$285K	Hold	10,000	–	–	0.18%	56
2023 Q2	$358K	Hold	10,000	–	–	0.22%	51
2023 Q1	$159K	Hold	10,000	–	–	0.11%	68
2022 Q4	$132K	Hold	10,000	–	–	0.09%	76
2022 Q3	$208K	Hold	10,000	–	–	0.21%	65
2022 Q2	$316K	Sell	10,000 -1,780	-15%	-$106K	0.21%	61
2022 Q1	$1.28M	Buy	11,780 +6,535	+125%	+$753K	0.61%	37
2021 Q4	$794K	Buy	5,245 +4,100	+358%	+$1.02M	0.35%	54
2021 Q3	$362K	Buy	+1,145	New	+$226K	0.17%	77

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Kercheville Advisors's UPST Position: Q1 2026 in Review

Kercheville Advisors increased its Upstart Holdings (UPST) stake by 200% in Q1 2026, buying an estimated $352K and bringing the position to 15,000 shares worth $385K. The position accounts for 0.12% of the portfolio, ranked #76.

Kercheville Advisors first reported a position in UPST in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q1 2022. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Kercheville Advisors held 15,000 shares of Upstart Holdings worth $385K as of Q1 2026.
Kercheville Advisors bought 10,000 Upstart Holdings shares in Q1 2026, an estimated $352K.
Upstart Holdings made up 0.12% of Kercheville Advisors's portfolio in Q1 2026, its #76 holding.
Kercheville Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 19 quarters since.
Kercheville Advisors's Upstart Holdings position peaked at $1.28M in Q1 2022.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.