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POM Investment Strategies’s Upstart Holdings UPST Stock Holding History

POM Investment Strategies’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 		$3.72K Buy
+105
New +$3.23K ﹤0.01% 217
2025
Q1 		– Sell
-73
Closed -$4.5K – 365
2024
Q4 		$4.5K Hold
73
– – ﹤0.01% 228
2024
Q3 		$2.92K Hold
73
– – ﹤0.01% 205
2024
Q2 		$1.72K Hold
73
– – ﹤0.01% 277
2024
Q1 		$1.96K Hold
73
– – ﹤0.01% 197
2023
Q4 		$2.98K Buy
+73
New +$2.22K ﹤0.01% 151

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 $3.38T AUM 44.17% 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

POM Investment Strategies's UPST Position: Q2 2026 in Review

POM Investment Strategies opened a new position in Upstart Holdings (UPST) in Q2 2026: 105 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: POM Investment Strategies previously reported a position in UPST as recently as Q4 2024.

POM Investment Strategies first reported a position in UPST in Q4 2023 and has held it in 6 quarters since. The position peaked at $4.5K in Q4 2024. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • POM Investment Strategies held 105 shares of Upstart Holdings worth $3.72K as of Q2 2026.
  • Upstart Holdings was a new POM Investment Strategies position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of POM Investment Strategies's portfolio in Q2 2026, its #217 holding.
  • POM Investment Strategies first reported a position in Upstart Holdings in Q4 2023 and has held it in 6 quarters since.
  • POM Investment Strategies's Upstart Holdings position peaked at $4.5K in Q4 2024.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.