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Leonteq Securities AG’s Upstart Holdings UPST Stock Holding History

Leonteq Securities AG’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 		$505K Sell
14,240
-5,270
-27% -$162K 0.02% 410
2026
Q1 		$500K Buy
19,510
+3,141
+19% +$111K 0.02% 412
2025
Q4 		$716K Buy
16,369
+7,011
+75% +$323K 0.02% 390
2025
Q3 		$475K Buy
9,358
+6,469
+224% +$455K 0.01% 416
2025
Q2 		$187K Sell
2,889
-256
-8% -$12.6K 0.01% 589
2025
Q1 		$145K Buy
3,145
+131
+4% +$8.14K 0.01% 614
2024
Q4 		$186K Buy
3,014
+530
+21% +$33K 0.01% 560
2024
Q3 		$99.4K Sell
2,484
-6,986
-74% -$232K 0.01% 624
2024
Q2 		$223K Buy
9,470
+7,736
+446% +$187K 0.02% 459
2024
Q1 		$46.6K Sell
1,734
-545
-24% -$16.1K ﹤0.01% 782
2023
Q4 		$93.1K Buy
2,279
+82
+4% +$2.5K 0.01% 650
2023
Q3 		$62.7K Sell
2,197
-12,609
-85% -$507K ﹤0.01% 757
2023
Q2 		$530K Sell
14,806
-4,474
-23% -$103K 0.03% 377
2023
Q1 		$306K Buy
19,280
+56
+0.3% +$942 0.01% 457
2022
Q4 		$254K Buy
19,224
+13,008
+209% +$251K 0.01% 503
2022
Q3 		$129K Sell
6,216
-1,022
-14% -$27.5K 0.01% 603
2022
Q2 		$229K Buy
7,238
+3,271
+82% +$195K 0.01% 525
2022
Q1 		$433K Buy
3,967
+1,324
+50% +$153K 0.02% 444
2021
Q4 		$400K Buy
2,643
+2,031
+332% +$507K 0.01% 489
2021
Q3 		$194K Sell
612
-1,359
-69% -$268K 0.01% 596
2021
Q2 		$246K Buy
1,971
+1,511
+328% +$186K 0.01% 533
2021
Q1 		$59.3K Buy
+460
New +$35.3K ﹤0.01% 766

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

Leonteq Securities AG's UPST Position: Q2 2026 in Review

Leonteq Securities AG reduced its Upstart Holdings (UPST) stake by 27% in Q2 2026, selling an estimated $162K and leaving 14,240 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #410.

Leonteq Securities AG first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $716K in Q4 2025. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Leonteq Securities AG held 14,240 shares of Upstart Holdings worth $505K as of Q2 2026.
  • Leonteq Securities AG sold 5,270 Upstart Holdings shares in Q2 2026, an estimated $162K.
  • Upstart Holdings made up 0.02% of Leonteq Securities AG's portfolio in Q2 2026, its #410 holding.
  • Leonteq Securities AG first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Leonteq Securities AG's Upstart Holdings position peaked at $716K in Q4 2025.
  • 365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.