Nisa Investment Advisors
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Nisa Investment Advisors’s Upstart Holdings UPST Stock Holding History

Nisa Investment 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 		$102K Sell
2,881
-5
-0.2% -$154 ﹤0.01% 1543
2026
Q1 		$74K Sell
2,886
-6,859
-70% -$241K ﹤0.01% 1536
2025
Q4 		$426K Sell
9,745
-1,000
-9% -$46K ﹤0.01% 1050
2025
Q3 		$546K Hold
10,745
– – ﹤0.01% 997
2025
Q2 		$695K Hold
10,745
– – ﹤0.01% 914
2025
Q1 		$495K Sell
10,745
-506
-4% -$31.5K ﹤0.01% 1005
2024
Q4 		$693K Sell
11,251
-9,294
-45% -$579K ﹤0.01% 973
2024
Q3 		$822K Buy
20,545
+5
+0% +$166 ﹤0.01% 903
2024
Q2 		$485K Sell
20,540
-1,160
-5% -$28K ﹤0.01% 1091
2024
Q1 		$584K Sell
21,700
-10
-0% -$296 ﹤0.01% 1029
2023
Q4 		$887K Buy
21,710
+19,313
+806% +$588K 0.01% 882
2023
Q3 		$68.4K Sell
2,397
-49,500
-95% -$1.99M ﹤0.01% 1635
2023
Q2 		$1.86M Buy
+51,897
New +$1.19M 0.01% 695
2022
Q4 		– Sell
-100,100
Closed -$2.25M – 2736
2022
Q3 		$2.25M Buy
100,100
+84,900
+559% +$2.28M 0.02% 595
2022
Q2 		$481K Buy
15,200
+13,100
+624% +$780K ﹤0.01% 1079
2022
Q1 		$229K Buy
+2,100
New +$242K ﹤0.01% 1329

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 $3.38T AUM 44.17% 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

Nisa Investment Advisors's UPST Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Upstart Holdings (UPST) stake by 0.17% in Q2 2026, selling an estimated $154 and leaving 2,881 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Nisa Investment Advisors first reported a position in UPST in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.25M in Q3 2022. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Nisa Investment Advisors held 2,881 shares of Upstart Holdings worth $102K as of Q2 2026.
  • Nisa Investment Advisors sold 5 Upstart Holdings shares in Q2 2026, an estimated $154.
  • Upstart Holdings made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1543 holding.
  • Nisa Investment Advisors first reported a position in Upstart Holdings in Q1 2022 and has held it in 16 quarters since.
  • Nisa Investment Advisors's Upstart Holdings position peaked at $2.25M in Q3 2022.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.