Triumph Capital Management’s Upstart Holdings UPST Stock Holding History

Triumph 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 Q3	$4.6K	Hold	200	–	–	﹤0.01%	1416
2026 Q2	$7.09K	Sell	200 -12	-6%	-$370	﹤0.01%	1253
2026 Q1	$5.44K	Hold	212	–	–	﹤0.01%	1280
2025 Q4	$9.27K	Buy	+212	New	+$9.8K	﹤0.01%	1101
2023 Q2	–	Sell	-10,810	Closed	-$172K	–	248
2023 Q1	$172K	Sell	10,810 -16,920	-61%	-$285K	0.09%	181
2022 Q4	$367K	Sell	27,730 -9,517	-26%	-$184K	0.2%	116
2022 Q3	$774K	Buy	37,247 +18,137	+95%	+$488K	0.42%	54
2022 Q2	$604K	Buy	19,110 +12,416	+185%	+$739K	0.32%	70
2022 Q1	$730K	Buy	6,694 +1,937	+41%	+$223K	0.32%	74
2021 Q4	$720K	Buy	+4,757	New	+$1.19M	0.31%	77
2021 Q3	–	Sell	-6,833	Closed	-$773K	–	213
2021 Q2	$773K	Buy	+6,833	New	+$841K	0.45%	54

Other funds holding UPST

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Triumph Capital Management's UPST Position: Q3 2026 in Review

Triumph Capital Management held its Upstart Holdings (UPST) position steady in Q3 2026 at 200 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Triumph Capital Management first reported a position in UPST in Q2 2021 and has held it in 11 quarters since. The position peaked at $774K in Q3 2022. 104 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Triumph Capital Management held 200 shares of Upstart Holdings worth $4.6K as of Q3 2026.
Triumph Capital Management left its Upstart Holdings share count unchanged in Q3 2026.
Upstart Holdings made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1416 holding.
Triumph Capital Management first reported a position in Upstart Holdings in Q2 2021 and has held it in 11 quarters since.
Triumph Capital Management's Upstart Holdings position peaked at $774K in Q3 2022.
104 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.