Root Financial Partners’s Upstart Holdings UPST Stock Holding History

Root Financial Partners’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	–	Sell	-329	Closed	-$8.44K	–	3035
2026 Q1	$8.44K	Buy	329 +132	+67%	+$4.64K	﹤0.01%	1750
2025 Q4	$8.62K	Sell	197 -228	-54%	-$10.5K	﹤0.01%	1565
2025 Q3	$21.6K	Buy	+425	New	+$29.9K	﹤0.01%	1083

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Root Financial Partners's UPST Position: Q2 2026 in Review

Root Financial Partners sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 329 shares — an estimated $8.44K sold.

Root Financial Partners first reported a position in UPST in Q3 2025 and held it in 3 quarters. The position peaked at $21.6K in Q3 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Root Financial Partners reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 329 Upstart Holdings shares in Q2 2026, an estimated $8.44K.
Root Financial Partners first reported a position in Upstart Holdings in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Upstart Holdings position peaked at $21.6K in Q3 2025.
368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.