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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
2022
Q2 		– Sell
-500
Closed -$57K – 3375
2022
Q1 		$57K Buy
+500
New +$57.6K ﹤0.01% 1233

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.