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UPST icon

Simplicity Wealth’s Upstart Holdings UPST Stock Holding History

Simplicity Wealth’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 		$381K Sell
10,745
-7,464
-41% -$230K 0.01% 742
2026
Q1 		$467K Sell
18,209
-3,370
-16% -$119K 0.03% 469
2025
Q4 		$944K Sell
21,579
-6,388
-23% -$294K 0.06% 292
2025
Q3 		$1.42M Buy
+27,967
New +$1.97M 0.08% 232
2025
Q2 		– Sell
-37,197
Closed -$1.71M – 661
2025
Q1 		$1.71M Buy
+37,197
New +$2.31M 0.13% 171

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

Simplicity Wealth's UPST Position: Q2 2026 in Review

Simplicity Wealth reduced its Upstart Holdings (UPST) stake by 41% in Q2 2026, selling an estimated $230K and leaving 10,745 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #742.

Simplicity Wealth first reported a position in UPST in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q1 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Simplicity Wealth held 10,745 shares of Upstart Holdings worth $381K as of Q2 2026.
  • Simplicity Wealth sold 7,464 Upstart Holdings shares in Q2 2026, an estimated $230K.
  • Upstart Holdings made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #742 holding.
  • Simplicity Wealth first reported a position in Upstart Holdings in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Upstart Holdings position peaked at $1.71M in Q1 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.