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Smartleaf Asset Management’s Upstart Holdings UPST Stock Holding History

Smartleaf Asset Management’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 		$7.46K Hold
212
– – ﹤0.01% 2493
2026
Q1 		$5.16K Sell
212
-55
-21% -$1.94K ﹤0.01% 2641
2025
Q4 		$12K Buy
267
+87
+48% +$4.01K ﹤0.01% 2307
2025
Q3 		$9.49K Buy
180
+153
+567% +$10.8K ﹤0.01% 2130
2025
Q2 		$1.71K Sell
27
-123
-82% -$6.03K ﹤0.01% 2377
2025
Q1 		$7.09K Buy
150
+50
+50% +$3.11K ﹤0.01% 2063
2024
Q4 		$6.33K Buy
100
+85
+567% +$5.3K ﹤0.01% 2167
2024
Q3 		$612 Sell
15
-6
-29% -$200 ﹤0.01% 2760
2024
Q2 		$495 Buy
+21
New +$507 ﹤0.01% 2553

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

Smartleaf Asset Management's UPST Position: Q2 2026 in Review

Smartleaf Asset Management held its Upstart Holdings (UPST) position steady in Q2 2026 at 212 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Smartleaf Asset Management first reported a position in UPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $12K in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Smartleaf Asset Management held 212 shares of Upstart Holdings worth $7.46K as of Q2 2026.
  • Smartleaf Asset Management left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2493 holding.
  • Smartleaf Asset Management first reported a position in Upstart Holdings in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Upstart Holdings position peaked at $12K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.