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Stone House Investment Management’s Upstart Holdings UPST Stock Holding History

Stone House Investment 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 		$177 Buy
+5
New +$154 ﹤0.01% 1220
2026
Q1 		– Sell
-12
Closed -$525 – 1156
2025
Q4 		$525 Buy
+12
New +$553 ﹤0.01% 720

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 $3.38T AUM 44.17% 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

Stone House Investment Management's UPST Position: Q2 2026 in Review

Stone House Investment Management opened a new position in Upstart Holdings (UPST) in Q2 2026: 5 shares worth $177. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings. This is a return to the name: Stone House Investment Management previously reported a position in UPST as recently as Q4 2025.

Stone House Investment Management first reported a position in UPST in Q4 2025 and has held it in 2 quarters since. The position peaked at $525 in Q4 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Stone House Investment Management held 5 shares of Upstart Holdings worth $177 as of Q2 2026.
  • Upstart Holdings was a new Stone House Investment Management position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1220 holding.
  • Stone House Investment Management first reported a position in Upstart Holdings in Q4 2025 and has held it in 2 quarters since.
  • Stone House Investment Management's Upstart Holdings position peaked at $525 in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.