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Rakuten Securities’s Upstart Holdings UPST Stock Holding History

Rakuten Securities’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 		$66.8K Sell
1,886
-67
-3% -$2.06K 0.02% 247
2026
Q1 		$50.1K Sell
1,953
-2,251
-54% -$79.2K 0.02% 238
2025
Q4 		$184K Sell
4,204
-1,687
-29% -$77.7K 0.06% 130
2025
Q3 		$299K Buy
5,891
+4,660
+379% +$328K 0.11% 105
2025
Q2 		$79.6K Sell
1,231
-1,657
-57% -$81.3K 0.03% 185
2025
Q1 		$133K Buy
2,888
+2,392
+482% +$149K 0.07% 138
2024
Q4 		$30.5K Buy
+496
New +$30.9K 0.01% 254

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

Rakuten Securities's UPST Position: Q2 2026 in Review

Rakuten Securities reduced its Upstart Holdings (UPST) stake by 3.4% in Q2 2026, selling an estimated $2.06K and leaving 1,886 shares worth $66.8K. The position accounts for 0.02% of the portfolio, ranked #247.

Rakuten Securities first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q3 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Rakuten Securities held 1,886 shares of Upstart Holdings worth $66.8K as of Q2 2026.
  • Rakuten Securities sold 67 Upstart Holdings shares in Q2 2026, an estimated $2.06K.
  • Upstart Holdings made up 0.02% of Rakuten Securities's portfolio in Q2 2026, its #247 holding.
  • Rakuten Securities first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
  • Rakuten Securities's Upstart Holdings position peaked at $299K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.