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MAI Capital Management’s Upstart Holdings UPST Stock Holding History

MAI Capital 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 		– Sell
-137
Closed -$3.52K – 4581
2026
Q1 		$3.52K Buy
137
+123
+879% +$4.33K ﹤0.01% 3690
2025
Q4 		$616 Sell
14
-400
-97% -$18.4K ﹤0.01% 3777
2025
Q3 		$21K Buy
414
+196
+90% +$13.8K ﹤0.01% 2382
2025
Q2 		$14.1K Buy
218
+14
+7% +$686 ﹤0.01% 2542
2025
Q1 		$9.39K Hold
204
– – ﹤0.01% 2502
2024
Q4 		$12.6K Buy
+204
New +$12.7K ﹤0.01% 2414

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

MAI Capital Management's UPST Position: Q2 2026 in Review

MAI Capital Management sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 137 shares — an estimated $3.52K sold.

MAI Capital Management first reported a position in UPST in Q4 2024 and held it in 6 quarters. The position peaked at $21K in Q3 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • MAI Capital Management reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 137 Upstart Holdings shares in Q2 2026, an estimated $3.52K.
  • MAI Capital Management first reported a position in Upstart Holdings in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Upstart Holdings position peaked at $21K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.