SEI Investments’s Upstart Holdings UPST Stock Holding History

SEI Investments’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	$346K	Sell	9,767 -3,643	-27%	-$112K	﹤0.01%	2800
2026 Q1	$344K	Buy	13,410 +523	+4%	+$18.4K	﹤0.01%	2782
2025 Q4	$564K	Sell	12,887 -38,827	-75%	-$1.79M	﹤0.01%	2460
2025 Q3	$2.63M	Sell	51,714 -26,935	-34%	-$1.89M	﹤0.01%	1586
2025 Q2	$5.09M	Buy	78,649 +52,636	+202%	+$2.58M	0.01%	1260
2025 Q1	$1.2M	Buy	26,013 +4,319	+20%	+$268K	﹤0.01%	1839
2024 Q4	$1.34M	Buy	21,694 +11,982	+123%	+$747K	﹤0.01%	1826
2024 Q3	$389K	Buy	+9,712	New	+$323K	﹤0.01%	2264
2022 Q2	–	Sell	-39,317	Closed	-$4.29M	–	2730
2022 Q1	$4.29M	Buy	39,317 +10,856	+38%	+$1.25M	0.01%	1186
2021 Q4	$4.22M	Sell	28,461 -39,784	-58%	-$9.94M	0.01%	1220
2021 Q3	$21.6M	Buy	68,245 +58,109	+573%	+$11.5M	0.05%	422
2021 Q2	$1.27M	Buy	+10,136	New	+$1.25M	﹤0.01%	1705

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

SEI Investments's UPST Position: Q2 2026 in Review

SEI Investments reduced its Upstart Holdings (UPST) stake by 27% in Q2 2026, selling an estimated $112K and leaving 9,767 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

SEI Investments first reported a position in UPST in Q2 2021 and has held it in 12 quarters since. The position peaked at $21.6M in Q3 2021. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

SEI Investments held 9,767 shares of Upstart Holdings worth $346K as of Q2 2026.
SEI Investments sold 3,643 Upstart Holdings shares in Q2 2026, an estimated $112K.
Upstart Holdings made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2800 holding.
SEI Investments first reported a position in Upstart Holdings in Q2 2021 and has held it in 12 quarters since.
SEI Investments's Upstart Holdings position peaked at $21.6M in Q3 2021.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.