Portman Square Capital
UPST icon

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
Q3 		$1.04M Buy
45,226
+26,190
+138% +$750K 0.06% 80
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

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Portman Square Capital's UPST Position: Q3 2026 in Review

Portman Square Capital increased its Upstart Holdings (UPST) stake by 138% in Q3 2026, buying an estimated $750K and bringing the position to 45,226 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #80.

Portman Square Capital first reported a position in UPST in Q1 2025 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Portman Square Capital held 45,226 shares of Upstart Holdings worth $1.04M as of Q3 2026.
  • Portman Square Capital bought 26,190 Upstart Holdings shares in Q3 2026, an estimated $750K.
  • Upstart Holdings made up 0.06% of Portman Square Capital's portfolio in Q3 2026, its #80 holding.
  • Portman Square Capital first reported a position in Upstart Holdings in Q1 2025 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Portman Square Capital's 13F filing for Q3 2026, filed 15 Oct 2026.