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Mirabella Financial Services’s Upstart Holdings UPST Stock Holding History

Mirabella Financial Services’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
Q1 		– Sell
-12,318
Closed -$539K – 1185
2025
Q4 		$539K Buy
+12,318
New +$567K 0.05% 233
2021
Q1 		– Sell
-9,590
Closed -$391K – 420
2020
Q4 		$391K Buy
+9,590
New +$394K 0.05% 188

Other funds holding UPST

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Mirabella Financial Services's UPST Position: Q1 2026 in Review

Mirabella Financial Services sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 12,318 shares — an estimated $539K sold.

Mirabella Financial Services first reported a position in UPST in Q4 2020 and held it in 2 quarters. The position peaked at $539K in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Mirabella Financial Services reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 12,318 Upstart Holdings shares in Q1 2026, an estimated $539K.
  • Mirabella Financial Services first reported a position in Upstart Holdings in Q4 2020 and held it in 2 quarters.
  • Mirabella Financial Services's Upstart Holdings position peaked at $539K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.