MHR
UPST icon

Matthew Hamilton Rosenberg’s Upstart Holdings UPST Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$6.9K Hold
300
– – ﹤0.01% 681
2026
Q2 		$10.6K Hold
300
– – ﹤0.01% 618
2026
Q1 		$7.7K Hold
300
– – ﹤0.01% 647
2025
Q4 		$13.1K Hold
300
– – ﹤0.01% 593
2025
Q3 		$15.2K Hold
300
– – ﹤0.01% 584
2025
Q2 		$19.4K Hold
300
– – ﹤0.01% 565
2025
Q1 		$13.8K Hold
300
– – ﹤0.01% 587
2024
Q4 		$18.5K Hold
300
– – ﹤0.01% 547
2024
Q3 		$12K Hold
300
– – ﹤0.01% 594
2024
Q2 		$6.87K Hold
300
– – ﹤0.01% 628
2024
Q1 		$7.93K Hold
300
– – ﹤0.01% 638
2023
Q4 		$12.3K Hold
300
– – ﹤0.01% 586
2023
Q3 		$8.56K Hold
300
– – ﹤0.01% 635
2023
Q2 		$10.7K Hold
300
– – ﹤0.01% 617
2023
Q1 		$4.77K Hold
300
– – ﹤0.01% 730
2022
Q4 		$3.97K Buy
+300
New +$5.8K ﹤0.01% 736

Other funds holding UPST

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Matthew Hamilton Rosenberg's UPST Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Upstart Holdings (UPST) position steady in Q3 2026 at 300 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Matthew Hamilton Rosenberg first reported a position in UPST in Q4 2022 and has held it in 16 quarters since. The position peaked at $19.4K in Q2 2025. 11 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Matthew Hamilton Rosenberg held 300 shares of Upstart Holdings worth $6.9K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Upstart Holdings share count unchanged in Q3 2026.
  • Upstart Holdings made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #681 holding.
  • Matthew Hamilton Rosenberg first reported a position in Upstart Holdings in Q4 2022 and has held it in 16 quarters since.
  • Matthew Hamilton Rosenberg's Upstart Holdings position peaked at $19.4K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.