S
UPST icon

SignatureFD’s Upstart Holdings UPST Stock Holding History

SignatureFD’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 		$30.8K Sell
869
-587
-40% -$18.1K ﹤0.01% 2137
2026
Q1 		$37.3K Buy
1,456
+233
+19% +$8.2K ﹤0.01% 1898
2025
Q4 		$53.5K Buy
1,223
+428
+54% +$19.7K ﹤0.01% 1608
2025
Q3 		$40.4K Sell
795
-99
-11% -$6.96K ﹤0.01% 1751
2025
Q2 		$57.8K Sell
894
-80
-8% -$3.92K ﹤0.01% 1509
2025
Q1 		$44.8K Buy
974
+66
+7% +$4.1K ﹤0.01% 1633
2024
Q4 		$55.9K Buy
908
+15
+2% +$935 ﹤0.01% 1524
2024
Q3 		$35.7K Buy
893
+13
+1% +$432 ﹤0.01% 1760
2024
Q2 		$20.8K Sell
880
-17
-2% -$410 ﹤0.01% 1953
2024
Q1 		$24.1K Sell
897
-204
-19% -$6.03K ﹤0.01% 1904
2023
Q4 		$45K Sell
1,101
-674
-38% -$20.5K ﹤0.01% 1524
2023
Q3 		$50.7K Sell
1,775
-50
-3% -$2.01K ﹤0.01% 1390
2023
Q2 		$65.3K Buy
1,825
+117
+7% +$2.69K ﹤0.01% 1286
2023
Q1 		$27.1K Buy
1,708
+556
+48% +$9.35K ﹤0.01% 1700
2022
Q4 		$15.2K Buy
1,152
+272
+31% +$5.26K ﹤0.01% 1940
2022
Q3 		$18K Buy
880
+177
+25% +$4.76K ﹤0.01% 1806
2022
Q2 		$22K Buy
703
+311
+79% +$18.5K ﹤0.01% 1727
2022
Q1 		$43K Buy
392
+288
+277% +$33.2K ﹤0.01% 1456
2021
Q4 		$16K Sell
104
-54
-34% -$13.5K ﹤0.01% 1896
2021
Q3 		$50K Buy
+158
New +$31.2K ﹤0.01% 1300

Other funds holding UPST

BJF
Blue Jean Financial Albany, New York $144M AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWC
Rare Wolf Capital Bellevue, Washington $156M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

SignatureFD's UPST Position: Q2 2026 in Review

SignatureFD reduced its Upstart Holdings (UPST) stake by 40% in Q2 2026, selling an estimated $18.1K and leaving 869 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

SignatureFD first reported a position in UPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $65.3K in Q2 2023. 65 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • SignatureFD held 869 shares of Upstart Holdings worth $30.8K as of Q2 2026.
  • SignatureFD sold 587 Upstart Holdings shares in Q2 2026, an estimated $18.1K.
  • Upstart Holdings made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2137 holding.
  • SignatureFD first reported a position in Upstart Holdings in Q3 2021 and has held it in 20 quarters since.
  • SignatureFD's Upstart Holdings position peaked at $65.3K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.