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SummitTX Capital’s Upstart Holdings UPST Stock Holding History

SummitTX Capital’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 		$1.73M Sell
48,844
-10,659
-18% -$328K 0.04% 362
2026
Q1 		$1.53M Sell
59,503
-25,720
-30% -$905K 0.05% 356
2025
Q4 		$3.73M Buy
85,223
+66,752
+361% +$3.07M 0.11% 199
2025
Q3 		$938K Buy
+18,471
New +$1.3M 0.04% 399

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

SummitTX Capital's UPST Position: Q2 2026 in Review

SummitTX Capital reduced its Upstart Holdings (UPST) stake by 18% in Q2 2026, selling an estimated $328K and leaving 48,844 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #362.

SummitTX Capital first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.73M in Q4 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • SummitTX Capital held 48,844 shares of Upstart Holdings worth $1.73M as of Q2 2026.
  • SummitTX Capital sold 10,659 Upstart Holdings shares in Q2 2026, an estimated $328K.
  • Upstart Holdings made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #362 holding.
  • SummitTX Capital first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Upstart Holdings position peaked at $3.73M in Q4 2025.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.