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
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 		$4.87M 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

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 $3.38T AUM 44.17% 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

RhumbLine Advisers's UPST Position: Q2 2026 in Review

RhumbLine Advisers increased its Upstart Holdings (UPST) stake by 2.3% in Q2 2026, buying an estimated $75.3K and bringing the position to 110,510 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

RhumbLine Advisers first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.2M in Q3 2021. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • RhumbLine Advisers held 110,510 shares of Upstart Holdings worth $3.92M as of Q2 2026.
  • RhumbLine Advisers bought 2,445 Upstart Holdings shares in Q2 2026, an estimated $75.3K.
  • Upstart Holdings made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #1587 holding.
  • RhumbLine Advisers first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • RhumbLine Advisers's Upstart Holdings position peaked at $13.2M in Q3 2021.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.