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Rothschild Investment LLC’s Upstart Holdings UPST Stock Holding History

Rothschild Investment LLC’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 		$7.09K Buy
200
+80
+67% +$2.46K ﹤0.01% 2081
2026
Q1 		$3.08K Buy
120
+10
+9% +$352 ﹤0.01% 2329
2025
Q4 		$4.81K Sell
110
-15
-12% -$691 ﹤0.01% 1905
2025
Q3 		$6.35K Sell
125
-45
-26% -$3.17K ﹤0.01% 1615
2025
Q2 		$11K Buy
170
+35
+26% +$1.72K ﹤0.01% 1187
2025
Q1 		$6.21K Buy
135
+40
+42% +$2.49K ﹤0.01% 1340
2024
Q4 		$5.85K Buy
95
+5
+6% +$312 ﹤0.01% 1295
2024
Q3 		$3.6K Buy
90
+55
+157% +$1.83K ﹤0.01% 1419
2024
Q2 		$826 Buy
35
+25
+250% +$603 ﹤0.01% 1759
2024
Q1 		$269 Buy
+10
New +$296 ﹤0.01% 1610

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

Rothschild Investment LLC's UPST Position: Q2 2026 in Review

Rothschild Investment LLC increased its Upstart Holdings (UPST) stake by 67% in Q2 2026, buying an estimated $2.46K and bringing the position to 200 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Rothschild Investment LLC first reported a position in UPST in Q1 2024 and has held it in 10 quarters since. The position peaked at $11K in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Rothschild Investment LLC held 200 shares of Upstart Holdings worth $7.09K as of Q2 2026.
  • Rothschild Investment LLC bought 80 Upstart Holdings shares in Q2 2026, an estimated $2.46K.
  • Upstart Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2081 holding.
  • Rothschild Investment LLC first reported a position in Upstart Holdings in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Upstart Holdings position peaked at $11K in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.