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UPST icon

NewEdge Advisors’s Upstart Holdings UPST Stock Holding History

NewEdge 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 		$13.6K Hold
385
– – ﹤0.01% 3467
2026
Q1 		$9.88K Sell
385
-25
-6% -$880 ﹤0.01% 3405
2025
Q4 		$17.9K Sell
410
-287
-41% -$13.2K ﹤0.01% 3286
2025
Q3 		$35.4K Hold
697
– – ﹤0.01% 2935
2025
Q2 		$45.1K Sell
697
-1,300
-65% -$63.7K ﹤0.01% 2692
2025
Q1 		$91.9K Buy
1,997
+333
+20% +$20.7K ﹤0.01% 2322
2024
Q4 		$102K Buy
1,664
+1,000
+151% +$62.3K ﹤0.01% 2272
2024
Q3 		$26.6K Sell
664
-2,100
-76% -$69.8K ﹤0.01% 2636
2024
Q2 		$65.2K Sell
2,764
-381
-12% -$9.19K ﹤0.01% 2260
2024
Q1 		$84.6K Sell
3,145
-340
-10% -$10.1K ﹤0.01% 2120
2023
Q4 		$142K Buy
3,485
+207
+6% +$6.3K ﹤0.01% 1823
2023
Q3 		$93.6K Buy
3,278
+244
+8% +$9.81K ﹤0.01% 1855
2023
Q2 		$109K Sell
3,034
-606
-17% -$13.9K ﹤0.01% 1825
2023
Q1 		$57.8K Buy
3,640
+1,194
+49% +$20.1K ﹤0.01% 1942
2022
Q4 		$9.09K Buy
+2,446
New +$47.3K ﹤0.01% 2403
2022
Q3 		– Sell
-7,959
Closed -$252K – 1662
2022
Q2 		$252K Buy
+7,959
New +$474K ﹤0.01% 1291
2022
Q1 		– Sell
-2,621
Closed -$397K – 1626
2021
Q4 		$397K Sell
2,621
-2,493
-49% -$623K 0.01% 1188
2021
Q3 		$1.62M Buy
+5,114
New +$1.01M 0.04% 377

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

NewEdge Advisors's UPST Position: Q2 2026 in Review

NewEdge Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 385 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3467.

NewEdge Advisors first reported a position in UPST in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • NewEdge Advisors held 385 shares of Upstart Holdings worth $13.6K as of Q2 2026.
  • NewEdge Advisors left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3467 holding.
  • NewEdge Advisors first reported a position in Upstart Holdings in Q3 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Upstart Holdings position peaked at $1.62M in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.