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Perigon Wealth Management’s Upstart Holdings UPST Stock Holding History

Perigon Wealth 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 		$931K Buy
+26,276
New +$810K 0.01% 619
2022
Q4 		– Sell
-24,560
Closed -$511K – 722
2022
Q3 		$511K Buy
24,560
+11,200
+84% +$301K 0.04% 330
2022
Q2 		$422K Buy
13,360
+3,892
+41% +$232K 0.04% 354
2022
Q1 		$1.03M Buy
+9,468
New +$1.09M 0.07% 226
2021
Q4 		– Sell
-633
Closed -$200K – 602
2021
Q3 		$200K Buy
+633
New +$125K 0.02% 517

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

Perigon Wealth Management's UPST Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Upstart Holdings (UPST) in Q2 2026: 26,276 shares worth $931K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in UPST as recently as Q3 2022.

Perigon Wealth Management first reported a position in UPST in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2022. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Perigon Wealth Management held 26,276 shares of Upstart Holdings worth $931K as of Q2 2026.
  • Upstart Holdings was a new Perigon Wealth Management position in Q2 2026.
  • Upstart Holdings made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #619 holding.
  • Perigon Wealth Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 5 quarters since.
  • Perigon Wealth Management's Upstart Holdings position peaked at $1.03M in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.