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Prime Capital Investment Advisors’s Upstart Holdings UPST Stock Holding History

Prime Capital Investment Advisors’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 		$317K Sell
8,945
-8
-0.1% -$247 ﹤0.01% 842
2026
Q1 		$230K Sell
8,953
-917
-9% -$32.3K ﹤0.01% 939
2025
Q4 		$432K Buy
9,870
+126
+1% +$5.8K 0.01% 696
2025
Q3 		$495K Buy
9,744
+152
+2% +$10.7K 0.01% 639
2025
Q2 		$620K Sell
9,592
-1,902
-17% -$93.3K 0.01% 555
2025
Q1 		$529K Buy
11,494
+1,931
+20% +$120K 0.01% 655
2024
Q4 		$589K Buy
9,563
+189
+2% +$11.8K 0.01% 536
2024
Q3 		$375K Sell
9,374
-5
-0.1% -$166 0.01% 664
2024
Q2 		$221K Sell
9,379
-1,208
-11% -$29.1K ﹤0.01% 822
2024
Q1 		$285K Sell
10,587
-168
-2% -$4.97K ﹤0.01% 790
2023
Q4 		$439K Buy
10,755
+2,038
+23% +$62K 0.01% 606
2023
Q3 		$249K Buy
8,717
+4
+0% +$161 0.01% 636
2023
Q2 		$312K Buy
+8,713
New +$200K 0.01% 595

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Prime Capital Investment Advisors's UPST Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Upstart Holdings (UPST) stake by 0.09% in Q2 2026, selling an estimated $247 and leaving 8,945 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Prime Capital Investment Advisors first reported a position in UPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $620K in Q2 2025. 228 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Prime Capital Investment Advisors held 8,945 shares of Upstart Holdings worth $317K as of Q2 2026.
  • Prime Capital Investment Advisors sold 8 Upstart Holdings shares in Q2 2026, an estimated $247.
  • Upstart Holdings made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #842 holding.
  • Prime Capital Investment Advisors first reported a position in Upstart Holdings in Q2 2023 and has held it in 13 quarters since.
  • Prime Capital Investment Advisors's Upstart Holdings position peaked at $620K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.