VVP
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Venture Visionary Partners’s Upstart Holdings UPST Stock Holding History

Venture Visionary Partners’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 		$255K Buy
+7,205
New +$222K 0.01% 615
2022
Q3 		– Sell
-17
Closed -$537 – 1483
2022
Q2 		$537 Buy
+17
New +$1.01K ﹤0.01% 1640

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

Venture Visionary Partners's UPST Position: Q2 2026 in Review

Venture Visionary Partners opened a new position in Upstart Holdings (UPST) in Q2 2026: 7,205 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in UPST as recently as Q2 2022.

Venture Visionary Partners first reported a position in UPST in Q2 2022 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Venture Visionary Partners held 7,205 shares of Upstart Holdings worth $255K as of Q2 2026.
  • Upstart Holdings was a new Venture Visionary Partners position in Q2 2026.
  • Upstart Holdings made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #615 holding.
  • Venture Visionary Partners first reported a position in Upstart Holdings in Q2 2022 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.