RhumbLine Advisers
UPST icon

RhumbLine Advisers’s Upstart Holdings UPST Stock Holding History

RhumbLine Advisers’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 		$2.52M Sell
109,814
-696
-0.6% -$19.9K ﹤0.01% 1783
2026
Q2 		$3.92M Buy
110,510
+2,445
+2% +$75.3K ﹤0.01% 1587
2026
Q1 		$2.77M Sell
108,065
-945
-0.9% -$33.2K ﹤0.01% 1688
2025
Q4 		$4.77M Sell
109,010
-18,169
-14% -$837K ﹤0.01% 1424
2025
Q3 		$6.46M Sell
127,179
-3,285
-3% -$231K 0.01% 1296
2025
Q2 		$8.44M Buy
130,464
+13,157
+11% +$645K 0.01% 1137
2025
Q1 		$5.4M Buy
117,307
+5,160
+5% +$321K 0.01% 1322
2024
Q4 		$6.9M Buy
112,147
+3,922
+4% +$244K 0.01% 1250
2024
Q3 		$4.33M Sell
108,225
-5,472
-5% -$182K ﹤0.01% 1503
2024
Q2 		$2.68M Buy
113,697
+7,386
+7% +$178K ﹤0.01% 1730
2024
Q1 		$2.86M Buy
106,311
+3,288
+3% +$97.2K ﹤0.01% 1718
2023
Q4 		$4.21M Sell
103,023
-128
-0.1% -$3.9K ﹤0.01% 1525
2023
Q3 		$2.94M Buy
103,151
+1,860
+2% +$74.8K ﹤0.01% 1652
2023
Q2 		$3.63M Buy
101,291
+27,073
+36% +$623K ﹤0.01% 1576
2023
Q1 		$1.18M Sell
74,218
-216
-0.3% -$3.63K ﹤0.01% 2052
2022
Q4 		$984K Buy
74,434
+1,362
+2% +$26.3K ﹤0.01% 2137
2022
Q3 		$1.52M Buy
73,072
+2,810
+4% +$75.6K ﹤0.01% 1922
2022
Q2 		$2.22M Buy
70,262
+25,666
+58% +$1.53M ﹤0.01% 1711
2022
Q1 		$4.86M Buy
44,596
+485
+1% +$55.9K 0.01% 1329
2021
Q4 		$6.67M Buy
44,111
+2,352
+6% +$588K 0.01% 1200
2021
Q3 		$13.2M Buy
41,759
+29,155
+231% +$5.75M 0.02% 804
2021
Q2 		$1.57M Sell
12,604
-1,601
-11% -$197K ﹤0.01% 2059
2021
Q1 		$1.83M Buy
+14,205
New +$1.09M ﹤0.01% 1961

Other funds holding UPST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

RhumbLine Advisers's UPST Position: Q3 2026 in Review

RhumbLine Advisers reduced its Upstart Holdings (UPST) stake by 0.63% in Q3 2026, selling an estimated $19.9K and leaving 109,814 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

RhumbLine Advisers first reported a position in UPST in Q1 2021 and has held it in 23 quarters since. The position peaked at $13.2M in Q3 2021. 213 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • RhumbLine Advisers held 109,814 shares of Upstart Holdings worth $2.52M as of Q3 2026.
  • RhumbLine Advisers sold 696 Upstart Holdings shares in Q3 2026, an estimated $19.9K.
  • Upstart Holdings made up ﹤0.01% of RhumbLine Advisers's portfolio in Q3 2026, its #1783 holding.
  • RhumbLine Advisers first reported a position in Upstart Holdings in Q1 2021 and has held it in 23 quarters since.
  • RhumbLine Advisers's Upstart Holdings position peaked at $13.2M in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on RhumbLine Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.