NVWM LLC’s Upstart Holdings UPST Stock Holding History

NVWM 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	$1.52K	Hold	43	–	–	﹤0.01%	553
2026 Q1	$1.1K	Hold	43	–	–	﹤0.01%	562
2025 Q4	$1.88K	Hold	43	–	–	﹤0.01%	483
2025 Q3	$2.18K	Hold	43	–	–	﹤0.01%	422
2025 Q2	$2.78K	Hold	43	–	–	﹤0.01%	379
2025 Q1	$1.98K	Hold	43	–	–	﹤0.01%	395
2024 Q4	$2.65K	Hold	43	–	–	﹤0.01%	353
2024 Q3	$1.72K	Hold	43	–	–	﹤0.01%	396
2024 Q2	$1.01K	Hold	43	–	–	﹤0.01%	441
2024 Q1	$1.16K	Hold	43	–	–	﹤0.01%	390
2023 Q4	$1.76K	Hold	43	–	–	﹤0.01%	363
2023 Q3	$1.23K	Hold	43	–	–	﹤0.01%	393
2023 Q2	$1.54K	Hold	43	–	–	﹤0.01%	414
2023 Q1	$683	Buy	43 +23	+115%	+$387	﹤0.01%	413
2022 Q4	$264	Hold	20	–	–	﹤0.01%	411
2022 Q3	$0	Buy	20 +10	+100%	+$269	﹤0.01%	493
2022 Q2	$0	Sell	10 -100	-91%	-$5.96K	﹤0.01%	545
2022 Q1	$12K	Sell	110 -52	-32%	-$5.99K	﹤0.01%	368
2021 Q4	$24K	Buy	162 +100	+161%	+$25K	0.01%	310
2021 Q3	$20K	Hold	62	–	–	0.01%	310
2021 Q2	$8K	Hold	62	–	–	﹤0.01%	348
2021 Q1	$8K	Buy	+62	New	+$4.75K	﹤0.01%	327

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

NVWM LLC's UPST Position: Q2 2026 in Review

NVWM LLC held its Upstart Holdings (UPST) position steady in Q2 2026 at 43 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

NVWM LLC first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $24K in Q4 2021. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

NVWM LLC held 43 shares of Upstart Holdings worth $1.52K as of Q2 2026.
NVWM LLC left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #553 holding.
NVWM LLC first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
NVWM LLC's Upstart Holdings position peaked at $24K in Q4 2021.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.