Root Financial Partners
UPST icon

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
Q3 		$3.49K Buy
+152
New +$4.35K ﹤0.01% 2371
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

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Vanguard Portfolio Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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

Root Financial Partners's UPST Position: Q3 2026 in Review

Root Financial Partners opened a new position in Upstart Holdings (UPST) in Q3 2026: 152 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #2371 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UPST as recently as Q1 2026.

Root Financial Partners first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.6K in Q3 2025. 260 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Root Financial Partners held 152 shares of Upstart Holdings worth $3.49K as of Q3 2026.
  • Upstart Holdings was a new Root Financial Partners position in Q3 2026.
  • Upstart Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2371 holding.
  • Root Financial Partners first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Upstart Holdings position peaked at $21.6K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.