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Royal Fund Management’s Upstart Holdings UPST Stock Holding History

Royal Fund Management’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 		$515K Sell
14,540
-1,300
-8% -$40.1K 0.04% 219
2026
Q1 		$406K Sell
15,840
-900
-5% -$31.7K 0.04% 222
2025
Q4 		$732K Sell
16,740
-8,843
-35% -$407K 0.07% 199
2025
Q3 		$1.3M Sell
25,583
-39,343
-61% -$2.77M 0.15% 143
2025
Q2 		$4.2M Sell
64,926
-414
-0.6% -$20.3K 0.42% 82
2025
Q1 		$3.01M Buy
+65,340
New +$4.06M 0.33% 99

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 $3.37T AUM 44.26% 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

Royal Fund Management's UPST Position: Q2 2026 in Review

Royal Fund Management reduced its Upstart Holdings (UPST) stake by 8.2% in Q2 2026, selling an estimated $40.1K and leaving 14,540 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #219.

Royal Fund Management first reported a position in UPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.2M in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Royal Fund Management held 14,540 shares of Upstart Holdings worth $515K as of Q2 2026.
  • Royal Fund Management sold 1,300 Upstart Holdings shares in Q2 2026, an estimated $40.1K.
  • Upstart Holdings made up 0.04% of Royal Fund Management's portfolio in Q2 2026, its #219 holding.
  • Royal Fund Management first reported a position in Upstart Holdings in Q1 2025 and has held it in 6 quarters since.
  • Royal Fund Management's Upstart Holdings position peaked at $4.2M in Q2 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.