UBS AM
UPST icon

UBS AM’s Upstart Holdings UPST Stock Holding History

UBS AM’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 		$4.91M Sell
138,692
-40,292
-23% -$1.24M ﹤0.01% 1619
2026
Q1 		$4.59M Buy
178,984
+21,552
+14% +$758K ﹤0.01% 1598
2025
Q4 		$6.88M Sell
157,432
-3,001
-2% -$138K ﹤0.01% 1296
2025
Q3 		$8.15M Sell
160,433
-112,610
-41% -$7.92M ﹤0.01% 1143
2025
Q2 		$17.7M Buy
273,043
+100,026
+58% +$4.9M ﹤0.01% 1096
2025
Q1 		$7.96M Buy
173,017
+27,287
+19% +$1.7M ﹤0.01% 1339
2024
Q4 		$8.97M Buy
145,730
+35,315
+32% +$2.2M ﹤0.01% 1301
2024
Q3 		$4.42M Sell
110,415
-20,240
-15% -$673K ﹤0.01% 1640
2024
Q2 		$3.08M Buy
130,655
+60,193
+85% +$1.45M ﹤0.01% 1760
2024
Q1 		$1.89M Sell
70,462
-2,553
-3% -$75.5K ﹤0.01% 1713
2023
Q4 		$2.98M Hold
73,015
– – ﹤0.01% 1486
2023
Q3 		$2.08M Sell
73,015
-43,360
-37% -$1.74M ﹤0.01% 1607
2023
Q2 		$1.85M Hold
116,375
– – ﹤0.01% 1696
2023
Q1 		$1.85M Buy
116,375
+5,974
+5% +$101K ﹤0.01% 1696
2022
Q4 		$1.46M Buy
110,401
+14,377
+15% +$278K ﹤0.01% 1680
2022
Q3 		$2M Sell
96,024
-59,816
-38% -$1.61M ﹤0.01% 1597
2022
Q2 		$4.93M Buy
155,840
+52,288
+50% +$3.11M ﹤0.01% 1220
2022
Q1 		$11.3M Buy
103,552
+37,418
+57% +$4.31M ﹤0.01% 1023
2021
Q4 		$10M Buy
66,134
+27,217
+70% +$6.8M ﹤0.01% 1125
2021
Q3 		$12.3M Buy
38,917
+16,185
+71% +$3.19M 0.01% 1011
2021
Q2 		$2.84M Buy
+22,732
New +$2.8M ﹤0.01% 1693

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

UBS AM's UPST Position: Q2 2026 in Review

UBS AM reduced its Upstart Holdings (UPST) stake by 23% in Q2 2026, selling an estimated $1.24M and leaving 138,692 shares worth $4.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

UBS AM first reported a position in UPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $17.7M in Q2 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • UBS AM held 138,692 shares of Upstart Holdings worth $4.91M as of Q2 2026.
  • UBS AM sold 40,292 Upstart Holdings shares in Q2 2026, an estimated $1.24M.
  • Upstart Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1619 holding.
  • UBS AM first reported a position in Upstart Holdings in Q2 2021 and has held it in 21 quarters since.
  • UBS AM's Upstart Holdings position peaked at $17.7M in Q2 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.