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
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
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 $3.37T AUM 44.26% 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 56.25% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Nisa Investment Advisors's UPST Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Upstart Holdings (UPST) stake by 70% in Q1 2026, selling an estimated $241K and leaving 2,886 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Nisa Investment Advisors first reported a position in UPST in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q3 2022. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Nisa Investment Advisors held 2,886 shares of Upstart Holdings worth $74K as of Q1 2026.
  • Nisa Investment Advisors sold 6,859 Upstart Holdings shares in Q1 2026, an estimated $241K.
  • Upstart Holdings made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1536 holding.
  • Nisa Investment Advisors first reported a position in Upstart Holdings in Q1 2022 and has held it in 15 quarters since.
  • Nisa Investment Advisors's Upstart Holdings position peaked at $2.25M in Q3 2022.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.