Mercer Global Advisors
UPST icon

Mercer Global Advisors’s Upstart Holdings UPST Stock Holding History

Mercer Global Advisors’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 		$1.34M Buy
37,897
+1,094
+3% +$33.7K ﹤0.01% 1567
2026
Q1 		$944K Sell
36,803
-8,364
-19% -$294K ﹤0.01% 1590
2025
Q4 		$1.46M Buy
45,167
+13,205
+41% +$608K ﹤0.01% 1272
2025
Q3 		$1.62M Buy
31,962
+7,907
+33% +$556K ﹤0.01% 1128
2025
Q2 		$1.56M Sell
24,055
-1,606
-6% -$78.8K ﹤0.01% 993
2025
Q1 		$1.18M Buy
25,661
+1,262
+5% +$78.5K ﹤0.01% 1055
2024
Q4 		$1.5M Sell
24,399
-2,989
-11% -$186K ﹤0.01% 920
2024
Q3 		$1.04M Buy
27,388
+339
+1% +$11.3K ﹤0.01% 1008
2024
Q2 		$635K Buy
27,049
+2,370
+10% +$57.2K ﹤0.01% 1176
2024
Q1 		$664K Sell
24,679
-1,367
-5% -$40.4K ﹤0.01% 1136
2023
Q4 		$1.06M Buy
26,046
+17,324
+199% +$527K ﹤0.01% 947
2023
Q3 		$249K Buy
8,722
+1,268
+17% +$51K ﹤0.01% 1644
2023
Q2 		$267K Buy
+7,454
New +$171K ﹤0.01% 1578
2022
Q3 		– Sell
-10,616
Closed -$336K – 1917
2022
Q2 		$336K Sell
10,616
-3,309
-24% -$197K ﹤0.01% 1368
2022
Q1 		$1.52M Sell
13,925
-305
-2% -$35.1K 0.01% 739
2021
Q4 		$2.15M Sell
14,230
-2,939
-17% -$734K 0.01% 602
2021
Q3 		$5.43M Buy
17,169
+7,014
+69% +$1.38M 0.04% 329
2021
Q2 		$1.27M Buy
+10,155
New +$1.25M 0.01% 738

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

Mercer Global Advisors's UPST Position: Q2 2026 in Review

Mercer Global Advisors increased its Upstart Holdings (UPST) stake by 3% in Q2 2026, buying an estimated $33.7K and bringing the position to 37,897 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Mercer Global Advisors first reported a position in UPST in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.43M in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Mercer Global Advisors held 37,897 shares of Upstart Holdings worth $1.34M as of Q2 2026.
  • Mercer Global Advisors bought 1,094 Upstart Holdings shares in Q2 2026, an estimated $33.7K.
  • Upstart Holdings made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1567 holding.
  • Mercer Global Advisors first reported a position in Upstart Holdings in Q2 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's Upstart Holdings position peaked at $5.43M in Q3 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.