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Strive Financial Group’s Upstart Holdings UPST Stock Holding History

Strive Financial Group’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 		$71 Buy
+2
New +$62 ﹤0.01% 829
2026
Q1 		– Sell
-134
Closed -$5.86K – 859
2025
Q4 		$5.86K Buy
+134
New +$6.17K ﹤0.01% 450

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

Strive Financial Group's UPST Position: Q2 2026 in Review

Strive Financial Group opened a new position in Upstart Holdings (UPST) in Q2 2026: 2 shares worth $71. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Strive Financial Group previously reported a position in UPST as recently as Q4 2025.

Strive Financial Group first reported a position in UPST in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.86K in Q4 2025. 366 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Strive Financial Group held 2 shares of Upstart Holdings worth $71 as of Q2 2026.
  • Upstart Holdings was a new Strive Financial Group position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #829 holding.
  • Strive Financial Group first reported a position in Upstart Holdings in Q4 2025 and has held it in 2 quarters since.
  • Strive Financial Group's Upstart Holdings position peaked at $5.86K in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.