State of Wyoming’s Upstart Holdings UPST Stock Holding History

State of Wyoming’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	$256K	Buy	7,234 +333	+5%	+$10.3K	0.03%	811
2026 Q1	$177K	Buy	6,901 +674	+11%	+$23.7K	0.02%	1024
2025 Q4	$272K	Buy	6,227 +5,314	+582%	+$245K	0.03%	765
2025 Q3	$46.4K	Sell	913 -35	-4%	-$2.46K	0.01%	1597
2025 Q2	$61.3K	Buy	+948	New	+$46.5K	0.01%	1471
2024 Q1	–	Sell	-2,805	Closed	-$115K	–	1832
2023 Q4	$115K	Buy	2,805 +1,693	+152%	+$51.5K	0.02%	895
2023 Q3	$31.7K	Buy	+1,112	New	+$44.7K	0.01%	1395
2022 Q4	–	Sell	-654	Closed	-$14K	–	1767
2022 Q3	$14K	Buy	+654	New	+$17.6K	0.01%	1400
2022 Q1	–	Sell	-112	Closed	-$17K	–	2029
2021 Q4	$17K	Buy	+112	New	+$28K	0.01%	1546

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wyoming's UPST Position: Q2 2026 in Review

State of Wyoming increased its Upstart Holdings (UPST) stake by 4.8% in Q2 2026, buying an estimated $10.3K and bringing the position to 7,234 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #811.

State of Wyoming first reported a position in UPST in Q4 2021 and has held it in 9 quarters since. The position peaked at $272K in Q4 2025. 168 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

State of Wyoming held 7,234 shares of Upstart Holdings worth $256K as of Q2 2026.
State of Wyoming bought 333 Upstart Holdings shares in Q2 2026, an estimated $10.3K.
Upstart Holdings made up 0.03% of State of Wyoming's portfolio in Q2 2026, its #811 holding.
State of Wyoming first reported a position in Upstart Holdings in Q4 2021 and has held it in 9 quarters since.
State of Wyoming's Upstart Holdings position peaked at $272K in Q4 2025.
168 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.