Sequoia Financial Advisors’s Upstart Holdings UPST Stock Holding History

Sequoia Financial Advisors’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	$254K	Buy	+7,174	New	+$221K	﹤0.01%	1798
2026 Q1	–	Sell	-6,007	Closed	-$263K	–	2068
2025 Q4	$263K	Buy	6,007 +49	+0.8%	+$2.26K	﹤0.01%	1643
2025 Q3	$303K	Buy	5,958 +28	+0.5%	+$1.97K	﹤0.01%	1392
2025 Q2	$384K	Buy	5,930 +10	+0.2%	+$490	﹤0.01%	1135
2025 Q1	$272K	Sell	5,920 -19	-0.3%	-$1.18K	﹤0.01%	1106
2024 Q4	$366K	Buy	5,939 +64	+1%	+$3.99K	﹤0.01%	934
2024 Q3	$235K	Buy	+5,875	New	+$195K	﹤0.01%	1096

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's UPST Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Upstart Holdings (UPST) in Q2 2026: 7,174 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in UPST as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in UPST in Q3 2024 and has held it in 7 quarters since. The position peaked at $384K in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Sequoia Financial Advisors held 7,174 shares of Upstart Holdings worth $254K as of Q2 2026.
Upstart Holdings was a new Sequoia Financial Advisors position in Q2 2026.
Upstart Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1798 holding.
Sequoia Financial Advisors first reported a position in Upstart Holdings in Q3 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Upstart Holdings position peaked at $384K in Q2 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.