Traynor Capital Management’s Upstart Holdings UPST Stock Holding History

Traynor Capital 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	$211K	Buy	+5,967	New	+$184K	0.01%	314
2026 Q1	–	Sell	-5,961	Closed	-$261K	–	389
2025 Q4	$261K	Buy	+5,961	New	+$274K	0.01%	268
2022 Q3	–	Sell	-136,565	Closed	-$4.32M	–	194
2022 Q2	$4.32M	Buy	136,565 +117,145	+603%	+$6.98M	0.75%	34
2022 Q1	$2.12M	Buy	+19,420	New	+$2.24M	0.27%	54

Other funds holding UPST

BJF

Blue Jean Financial Albany, New York $144M AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RWC

Rare Wolf Capital Bellevue, Washington $156M AUM

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PSC

Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

Traynor Capital Management's UPST Position: Q2 2026 in Review

Traynor Capital Management opened a new position in Upstart Holdings (UPST) in Q2 2026: 5,967 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Traynor Capital Management previously reported a position in UPST as recently as Q4 2025.

Traynor Capital Management first reported a position in UPST in Q1 2022 and has held it in 4 quarters since. The position peaked at $4.32M in Q2 2022. 65 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Traynor Capital Management held 5,967 shares of Upstart Holdings worth $211K as of Q2 2026.
Upstart Holdings was a new Traynor Capital Management position in Q2 2026.
Upstart Holdings made up 0.01% of Traynor Capital Management's portfolio in Q2 2026, its #314 holding.
Traynor Capital Management first reported a position in Upstart Holdings in Q1 2022 and has held it in 4 quarters since.
Traynor Capital Management's Upstart Holdings position peaked at $4.32M in Q2 2022.
65 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.