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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
Q2 		$481K Buy
+13,563
New +$418K 0.05% 277
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

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

Mirabella Financial Services's UPST Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Upstart Holdings (UPST) in Q2 2026: 13,563 shares worth $481K. The stake represents 0.05% of the portfolio and ranks #277 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in UPST as recently as Q4 2025.

Mirabella Financial Services first reported a position in UPST in Q4 2020 and has held it in 3 quarters since. The position peaked at $539K in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Mirabella Financial Services held 13,563 shares of Upstart Holdings worth $481K as of Q2 2026.
  • Upstart Holdings was a new Mirabella Financial Services position in Q2 2026.
  • Upstart Holdings made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #277 holding.
  • Mirabella Financial Services first reported a position in Upstart Holdings in Q4 2020 and has held it in 3 quarters since.
  • Mirabella Financial Services's Upstart Holdings position peaked at $539K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.