MML Investors Services
UPST icon

MML Investors Services’s Upstart Holdings UPST Stock Holding History

MML Investors 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 		$3.79M Buy
106,965
+43,530
+69% +$1.34M 0.01% 1149
2026
Q1 		$1.63M Sell
63,435
-12,255
-16% -$431K ﹤0.01% 1440
2025
Q4 		$3.31M Buy
75,690
+21,074
+39% +$970K 0.01% 1093
2025
Q3 		$2.77M Buy
54,616
+12,098
+28% +$851K 0.01% 1144
2025
Q2 		$2.75M Buy
42,518
+3,476
+9% +$170K 0.01% 1081
2025
Q1 		$1.8M Sell
39,042
-2,944
-7% -$183K 0.01% 1239
2024
Q4 		$2.58M Sell
41,986
-1,926
-4% -$120K 0.01% 1000
2024
Q3 		$1.76M Buy
43,912
+3,133
+8% +$104K 0.01% 1166
2024
Q2 		$962K Buy
40,779
+5,757
+16% +$139K ﹤0.01% 1425
2024
Q1 		$942K Sell
35,022
-273
-0.8% -$8.07K ﹤0.01% 1460
2023
Q4 		$1.44M Buy
35,295
+2,307
+7% +$70.2K 0.01% 1160
2023
Q3 		$941K Buy
32,988
+2,367
+8% +$95.1K 0.01% 1254
2023
Q2 		$1.1M Buy
30,621
+5,795
+23% +$133K 0.01% 1189
2023
Q1 		$394K Buy
24,826
+6,946
+39% +$117K ﹤0.01% 1527
2022
Q4 		$236K Sell
17,880
-4,842
-21% -$93.6K ﹤0.01% 1935
2022
Q3 		$472K Buy
22,722
+8,198
+56% +$220K ﹤0.01% 1456
2022
Q2 		$459K Buy
14,524
+4,927
+51% +$293K ﹤0.01% 1453
2022
Q1 		$1.05M Buy
9,597
+6,907
+257% +$796K 0.01% 1064
2021
Q4 		$407K Buy
2,690
+1,387
+106% +$346K ﹤0.01% 1524
2021
Q3 		$412K Buy
+1,303
New +$257K ﹤0.01% 1462

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services's UPST Position: Q2 2026 in Review

MML Investors Services increased its Upstart Holdings (UPST) stake by 69% in Q2 2026, buying an estimated $1.34M and bringing the position to 106,965 shares worth $3.79M. The position accounts for 0.01% of the portfolio, ranked #1149.

MML Investors Services first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. 169 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • MML Investors Services held 106,965 shares of Upstart Holdings worth $3.79M as of Q2 2026.
  • MML Investors Services bought 43,530 Upstart Holdings shares in Q2 2026, an estimated $1.34M.
  • Upstart Holdings made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1149 holding.
  • MML Investors Services first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
  • 169 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.