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Parallel Advisors’s Upstart Holdings UPST Stock Holding History

Parallel 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 		$33.2K Sell
937
-78
-8% -$2.4K ﹤0.01% 2391
2026
Q1 		$26.1K Buy
1,015
+68
+7% +$2.39K ﹤0.01% 2354
2025
Q4 		$41.5K Buy
947
+109
+13% +$5.02K ﹤0.01% 1932
2025
Q3 		$42.6K Hold
838
– – ﹤0.01% 1865
2025
Q2 		$54.2K Sell
838
-70
-8% -$3.43K ﹤0.01% 1673
2025
Q1 		$41.8K Sell
908
-28
-3% -$1.74K ﹤0.01% 1735
2024
Q4 		$57.6K Buy
936
+45
+5% +$2.81K ﹤0.01% 1563
2024
Q3 		$35.6K Sell
891
-240
-21% -$7.98K ﹤0.01% 1799
2024
Q2 		$26.7K Sell
1,131
-116
-9% -$2.8K ﹤0.01% 1826
2024
Q1 		$33.5K Buy
1,247
+154
+14% +$4.55K ﹤0.01% 1690
2023
Q4 		$44.7K Hold
1,093
– – ﹤0.01% 1478
2023
Q3 		$31.2K Sell
1,093
-25
-2% -$1K ﹤0.01% 1626
2023
Q2 		$40K Buy
1,118
+123
+12% +$2.83K ﹤0.01% 1515
2023
Q1 		$15.8K Buy
995
+214
+27% +$3.6K ﹤0.01% 1941
2022
Q4 		$10.3K Buy
781
+16
+2% +$309 ﹤0.01% 2009
2022
Q3 		$16K Buy
765
+447
+141% +$12K ﹤0.01% 1795
2022
Q2 		$10K Sell
318
-238
-43% -$14.2K ﹤0.01% 1992
2022
Q1 		$63K Sell
556
-122
-18% -$14.1K ﹤0.01% 1184
2021
Q4 		$103K Buy
678
+178
+36% +$44.5K ﹤0.01% 1004
2021
Q3 		$158K Sell
500
-24
-5% -$4.73K 0.01% 801
2021
Q2 		$66K Buy
524
+174
+50% +$21.4K ﹤0.01% 1113
2021
Q1 		$45K Buy
+350
New +$26.8K ﹤0.01% 1227

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 $3.37T AUM 44.26% 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

Parallel Advisors's UPST Position: Q2 2026 in Review

Parallel Advisors reduced its Upstart Holdings (UPST) stake by 7.7% in Q2 2026, selling an estimated $2.4K and leaving 937 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Parallel Advisors first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $158K in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Parallel Advisors held 937 shares of Upstart Holdings worth $33.2K as of Q2 2026.
  • Parallel Advisors sold 78 Upstart Holdings shares in Q2 2026, an estimated $2.4K.
  • Upstart Holdings made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2391 holding.
  • Parallel Advisors first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Parallel Advisors's Upstart Holdings position peaked at $158K in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.