LPL Financial
UPST icon

LPL Financial’s Upstart Holdings UPST Stock Holding History

LPL Financial’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 		$5.02M Buy
141,638
+40,767
+40% +$1.26M ﹤0.01% 2797
2026
Q1 		$2.59M Sell
100,871
-5,810
-5% -$204K ﹤0.01% 3253
2025
Q4 		$4.67M Sell
106,681
-4,875
-4% -$224K ﹤0.01% 2597
2025
Q3 		$5.67M Buy
111,556
+36,579
+49% +$2.57M ﹤0.01% 2356
2025
Q2 		$4.85M Sell
74,977
-18,653
-20% -$915K ﹤0.01% 2338
2025
Q1 		$4.31M Buy
93,630
+9,911
+12% +$616K ﹤0.01% 2275
2024
Q4 		$5.15M Buy
83,719
+23,324
+39% +$1.45M ﹤0.01% 2060
2024
Q3 		$2.42M Sell
60,395
-4,158
-6% -$138K ﹤0.01% 2550
2024
Q2 		$1.52M Sell
64,553
-457
-0.7% -$11K ﹤0.01% 2852
2024
Q1 		$1.75M Buy
65,010
+6,320
+11% +$187K ﹤0.01% 2644
2023
Q4 		$2.4M Buy
58,690
+2,542
+5% +$77.4K ﹤0.01% 2262
2023
Q3 		$1.6M Buy
56,148
+5,192
+10% +$209K ﹤0.01% 2492
2023
Q2 		$1.82M Buy
50,956
+1,248
+3% +$28.7K ﹤0.01% 2333
2023
Q1 		$790K Sell
49,708
-3,603
-7% -$60.6K ﹤0.01% 2944
2022
Q4 		$705K Sell
53,311
-15,732
-23% -$304K ﹤0.01% 2938
2022
Q3 		$1.44M Sell
69,043
-24,493
-26% -$659K ﹤0.01% 2241
2022
Q2 		$2.96M Sell
93,536
-7,894
-8% -$470K ﹤0.01% 1733
2022
Q1 		$11.1M Buy
101,430
+48,148
+90% +$5.55M 0.01% 933
2021
Q4 		$8.06M Buy
53,282
+15,417
+41% +$3.85M 0.01% 1154
2021
Q3 		$12M Buy
37,865
+23,015
+155% +$4.54M 0.01% 856
2021
Q2 		$1.85M Buy
14,850
+11,064
+292% +$1.36M ﹤0.01% 2046
2021
Q1 		$488K Buy
+3,786
New +$290K ﹤0.01% 3044

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

LPL Financial's UPST Position: Q2 2026 in Review

LPL Financial increased its Upstart Holdings (UPST) stake by 40% in Q2 2026, buying an estimated $1.26M and bringing the position to 141,638 shares worth $5.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2797.

LPL Financial first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $12M in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • LPL Financial held 141,638 shares of Upstart Holdings worth $5.02M as of Q2 2026.
  • LPL Financial bought 40,767 Upstart Holdings shares in Q2 2026, an estimated $1.26M.
  • Upstart Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2797 holding.
  • LPL Financial first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • LPL Financial's Upstart Holdings position peaked at $12M in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.