Russell Investments Group
UPST icon

Russell Investments Group’s Upstart Holdings UPST Stock Holding History

Russell Investments Group’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 		$1.29M Buy
36,519
+20,890
+134% +$644K ﹤0.01% 2329
2026
Q1 		$401K Buy
15,629
+1,714
+12% +$60.3K ﹤0.01% 2586
2025
Q4 		$609K Sell
13,915
-963
-6% -$44.3K ﹤0.01% 2418
2025
Q3 		$756K Buy
14,878
+6,841
+85% +$481K ﹤0.01% 2304
2025
Q2 		$520K Buy
8,037
+4,021
+100% +$197K ﹤0.01% 2327
2025
Q1 		$185K Buy
4,016
+3,045
+314% +$189K ﹤0.01% 2618
2024
Q4 		$59.8K Buy
971
+699
+257% +$43.6K ﹤0.01% 2786
2024
Q3 		$10.9K Buy
272
+212
+353% +$7.05K ﹤0.01% 3063
2024
Q2 		$1.42K Hold
60
– – ﹤0.01% 3393
2024
Q1 		$1.61K Sell
60
-87
-59% -$2.57K ﹤0.01% 3092
2023
Q4 		$6.01K Sell
147
-412
-74% -$12.5K ﹤0.01% 2890
2023
Q3 		$16K Sell
559
-1,711
-75% -$68.8K ﹤0.01% 2918
2023
Q2 		$81.3K Buy
2,270
+488
+27% +$11.2K ﹤0.01% 2642
2023
Q1 		$28.3K Sell
1,782
-5,582
-76% -$93.9K ﹤0.01% 2778
2022
Q4 		$97.3K Hold
7,364
– – ﹤0.01% 2678
2022
Q3 		$151K Buy
7,364
+2,997
+69% +$80.6K ﹤0.01% 2600
2022
Q2 		$136K Buy
4,367
+2,644
+153% +$157K ﹤0.01% 2615
2022
Q1 		$187K Buy
1,723
+1,125
+188% +$130K ﹤0.01% 2474
2021
Q4 		$92K Sell
598
-6,898
-92% -$1.72M ﹤0.01% 2848
2021
Q3 		$2.4M Buy
+7,496
New +$1.48M ﹤0.01% 1724

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Russell Investments Group's UPST Position: Q2 2026 in Review

Russell Investments Group increased its Upstart Holdings (UPST) stake by 134% in Q2 2026, buying an estimated $644K and bringing the position to 36,519 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Russell Investments Group first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.4M in Q3 2021. 180 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Russell Investments Group held 36,519 shares of Upstart Holdings worth $1.29M as of Q2 2026.
  • Russell Investments Group bought 20,890 Upstart Holdings shares in Q2 2026, an estimated $644K.
  • Upstart Holdings made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2329 holding.
  • Russell Investments Group first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
  • Russell Investments Group's Upstart Holdings position peaked at $2.4M in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.