Oppenheimer Asset Management’s Upstart Holdings UPST Stock Holding History

Oppenheimer Asset Management’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	$281K	Sell	7,929 -1,194	-13%	-$36.8K	﹤0.01%	1012
2026 Q1	$234K	Buy	9,123 +358	+4%	+$12.6K	﹤0.01%	1024
2025 Q4	$383K	Sell	8,765 -2,347	-21%	-$108K	﹤0.01%	868
2025 Q3	$564K	Buy	11,112 +411	+4%	+$28.9K	0.01%	877
2025 Q2	$692K	Sell	10,701 -13,651	-56%	-$669K	0.01%	820
2025 Q1	$1.12M	Buy	24,352 +322	+1%	+$20K	0.01%	691
2024 Q4	$1.48M	Buy	24,030 +3,379	+16%	+$211K	0.02%	620
2024 Q3	$826K	Buy	+20,651	New	+$687K	0.01%	763
2024 Q1	–	Sell	-4,958	Closed	-$203K	–	1169
2023 Q4	$203K	Sell	4,958 -2,789	-36%	-$84.9K	﹤0.01%	1086
2023 Q3	$221K	Buy	+7,747	New	+$311K	﹤0.01%	1028
2022 Q2	–	Sell	-3,010	Closed	-$328K	–	1222
2022 Q1	$328K	Buy	+3,010	New	+$347K	﹤0.01%	1013
2021 Q4	–	Sell	-1,424	Closed	-$451K	–	1260
2021 Q3	$451K	Sell	1,424 -18,595	-93%	-$3.67M	0.01%	963
2021 Q2	$2.5M	Sell	20,019 -232	-1%	-$28.6K	0.04%	464
2021 Q1	$2.61M	Buy	20,251 +1,666	+9%	+$128K	0.04%	435
2020 Q4	$757K	Buy	+18,585	New	+$763K	0.01%	772

Other funds holding UPST

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

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

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oppenheimer Asset Management's UPST Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Upstart Holdings (UPST) stake by 13% in Q2 2026, selling an estimated $36.8K and leaving 7,929 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Oppenheimer Asset Management first reported a position in UPST in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.61M in Q1 2021. 168 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Oppenheimer Asset Management held 7,929 shares of Upstart Holdings worth $281K as of Q2 2026.
Oppenheimer Asset Management sold 1,194 Upstart Holdings shares in Q2 2026, an estimated $36.8K.
Upstart Holdings made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1012 holding.
Oppenheimer Asset Management first reported a position in Upstart Holdings in Q4 2020 and has held it in 15 quarters since.
Oppenheimer Asset Management's Upstart Holdings position peaked at $2.61M in Q1 2021.
168 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.