Pathstone Holdings
UPST icon

Pathstone Holdings’s Upstart Holdings UPST Stock Holding History

Pathstone Holdings’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 		$11.9M Sell
335,278
-2,009
-0.6% -$61.9K 0.03% 346
2026
Q1 		$8.65M Buy
337,287
+1,101
+0.3% +$38.7K 0.03% 385
2025
Q4 		$14.7M Sell
336,186
-2,147
-0.6% -$98.9K 0.06% 232
2025
Q3 		$17.2M Sell
338,333
-46,350
-12% -$3.26M 0.07% 206
2025
Q2 		$24.9M Sell
384,683
-2,685
-0.7% -$132K 0.1% 137
2025
Q1 		$17.8M Sell
387,368
-8,728
-2% -$543K 0.08% 193
2024
Q4 		$24.9M Sell
396,096
-312
-0.1% -$19.4K 0.11% 124
2024
Q3 		$15.9M Buy
396,408
+1,119
+0.3% +$37.2K 0.07% 206
2024
Q2 		$9.32M Sell
395,289
-476
-0.1% -$11.5K 0.04% 318
2024
Q1 		$10.6M Buy
395,765
+220
+0.1% +$6.51K 0.05% 286
2023
Q4 		$16.2M Buy
+395,545
New +$12M 0.09% 169

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

Pathstone Holdings's UPST Position: Q2 2026 in Review

Pathstone Holdings reduced its Upstart Holdings (UPST) stake by 0.6% in Q2 2026, selling an estimated $61.9K and leaving 335,278 shares worth $11.9M. The position accounts for 0.03% of the portfolio, ranked #346.

Pathstone Holdings first reported a position in UPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.9M in Q4 2024. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Pathstone Holdings held 335,278 shares of Upstart Holdings worth $11.9M as of Q2 2026.
  • Pathstone Holdings sold 2,009 Upstart Holdings shares in Q2 2026, an estimated $61.9K.
  • Upstart Holdings made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #346 holding.
  • Pathstone Holdings first reported a position in Upstart Holdings in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Upstart Holdings position peaked at $24.9M in Q4 2024.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.