NL
UPST icon

NorthAvenue LLC’s Upstart Holdings UPST Stock Holding History

NorthAvenue LLC’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 		$142 Buy
+4
New +$123 ﹤0.01% 306

Other funds holding UPST

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NorthAvenue LLC's UPST Position: Q2 2026 in Review

NorthAvenue LLC opened a new position in Upstart Holdings (UPST) in Q2 2026: 4 shares worth $142. The stake represents ﹤0.01% of the portfolio and ranks #306 among its holdings.

41 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • NorthAvenue LLC held 4 shares of Upstart Holdings worth $142 as of Q2 2026.
  • Upstart Holdings was a new NorthAvenue LLC position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #306 holding.
  • 41 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.