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 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	+$9.76K	﹤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

BJF

Blue Jean Financial Albany, New York $144M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MMA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

Triumph Capital Management reduced its Upstart Holdings (UPST) stake by 5.7% in Q2 2026, selling an estimated $370 and leaving 200 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Triumph Capital Management first reported a position in UPST in Q2 2021 and has held it in 10 quarters since. The position peaked at $774K in Q3 2022. 83 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Triumph Capital Management held 200 shares of Upstart Holdings worth $7.09K as of Q2 2026.
Triumph Capital Management sold 12 Upstart Holdings shares in Q2 2026, an estimated $370.
Upstart Holdings made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1253 holding.
Triumph Capital Management first reported a position in Upstart Holdings in Q2 2021 and has held it in 10 quarters since.
Triumph Capital Management's Upstart Holdings position peaked at $774K in Q3 2022.
83 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.