Portman Square Capital’s Upstart Holdings UPST Stock Holding History

Portman Square Capital’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	$674K	Buy	19,036 +7,226	+61%	+$223K	0.03%	85
2026 Q1	$303K	Buy	11,810 +2,710	+30%	+$95.3K	0.01%	99
2025 Q4	$398K	Hold	9,100	–	–	0.02%	116
2025 Q3	$462K	Buy	9,100 +4,887	+116%	+$344K	0.02%	105
2025 Q2	$272K	Sell	4,213 -2,893	-41%	-$142K	0.01%	174
2025 Q1	$327K	Buy	+7,106	New	+$442K	0.01%	209

Other funds holding UPST

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Portman Square Capital's UPST Position: Q2 2026 in Review

Portman Square Capital increased its Upstart Holdings (UPST) stake by 61% in Q2 2026, buying an estimated $223K and bringing the position to 19,036 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #85.

Portman Square Capital first reported a position in UPST in Q1 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Portman Square Capital held 19,036 shares of Upstart Holdings worth $674K as of Q2 2026.
Portman Square Capital bought 7,226 Upstart Holdings shares in Q2 2026, an estimated $223K.
Upstart Holdings made up 0.03% of Portman Square Capital's portfolio in Q2 2026, its #85 holding.
Portman Square Capital first reported a position in Upstart Holdings in Q1 2025 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Portman Square Capital's 13F filing for Q2 2026, filed 15 Jul 2026.