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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Smartleaf Asset Management's UPST Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Upstart Holdings (UPST) stake by 21% in Q1 2026, selling an estimated $1.94K and leaving 212 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Smartleaf Asset Management first reported a position in UPST in Q2 2024 and has held it in 8 quarters since. The position peaked at $12K in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Smartleaf Asset Management held 212 shares of Upstart Holdings worth $5.16K as of Q1 2026.
Smartleaf Asset Management sold 55 Upstart Holdings shares in Q1 2026, an estimated $1.94K.
Upstart Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2641 holding.
Smartleaf Asset Management first reported a position in Upstart Holdings in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Upstart Holdings position peaked at $12K in Q4 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.