Maxi Investments CY’s Upstart Holdings UPST Stock Holding History

Maxi Investments CY’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	$6.85M	Hold	193,400	–	–	1.39%	19
2026 Q1	$4.96M	Hold	193,400	–	–	1.08%	22
2025 Q4	$8.46M	Buy	+193,400	New	+$8.91M	1.54%	16
2025 Q2	–	Sell	-24,400	Closed	-$1.12M	–	155
2025 Q1	$1.12M	Sell	24,400 -5,200	-18%	-$323K	0.22%	88
2024 Q4	$1.82M	Buy	29,600 +5,200	+21%	+$324K	0.35%	47
2024 Q3	$976K	Sell	24,400 -5,700	-19%	-$190K	0.26%	43
2024 Q2	$710K	Hold	30,100	–	–	0.16%	98
2024 Q1	$809K	Hold	30,100	–	–	0.22%	76
2023 Q4	$1.23M	Hold	30,100	–	–	0.35%	40
2023 Q3	$859K	Hold	30,100	–	–	0.4%	25
2023 Q2	$1.08M	Hold	30,100	–	–	0.77%	33
2023 Q1	$478K	Hold	30,100	–	–	0.34%	39
2022 Q4	$398K	Hold	30,100	–	–	0.38%	39
2022 Q3	$626K	Hold	30,100	–	–	0.47%	43
2022 Q2	$952K	Buy	30,100 +6,250	+26%	+$372K	0.68%	42
2022 Q1	$2.6M	Buy	23,850 +21,800	+1,063%	+$2.51M	1.53%	21
2021 Q4	$310K	Buy	+2,050	New	+$512K	0.17%	52

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Maxi Investments CY's UPST Position: Q2 2026 in Review

Maxi Investments CY held its Upstart Holdings (UPST) position steady in Q2 2026 at 193,400 shares worth $6.85M. The position accounts for 1.39% of the portfolio, ranked #19.

Maxi Investments CY first reported a position in UPST in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.46M in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Maxi Investments CY held 193,400 shares of Upstart Holdings worth $6.85M as of Q2 2026.
Maxi Investments CY left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up 1.39% of Maxi Investments CY's portfolio in Q2 2026, its #19 holding.
Maxi Investments CY first reported a position in Upstart Holdings in Q4 2021 and has held it in 17 quarters since.
Maxi Investments CY's Upstart Holdings position peaked at $8.46M in Q4 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Maxi Investments CY's 13F filing for Q2 2026, filed 13 Aug 2026.