VCM
UPST icon

Versant Capital Management’s Upstart Holdings UPST Stock Holding History

Versant 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 		$103K Buy
2,905
+612
+27% +$18.9K 0.01% 912
2026
Q1 		$58.8K Buy
2,293
+1,886
+463% +$66.4K 0.01% 1137
2025
Q4 		$17.8K Sell
407
-518
-56% -$23.9K ﹤0.01% 1713
2025
Q3 		$47K Hold
925
– – 0.01% 1073
2025
Q2 		$59.8K Buy
925
+667
+259% +$32.7K 0.01% 888
2025
Q1 		$11.9K Hold
258
– – ﹤0.01% 1636
2024
Q4 		$15.9K Buy
258
+97
+60% +$6.05K ﹤0.01% 1147
2024
Q3 		$6.44K Buy
161
+37
+30% +$1.23K ﹤0.01% 1205
2024
Q2 		$2.92K Sell
124
-304
-71% -$7.34K ﹤0.01% 1393
2024
Q1 		$11.5K Sell
428
-81
-16% -$2.4K ﹤0.01% 721
2023
Q4 		$20.8K Buy
509
+141
+38% +$4.29K 0.01% 481
2023
Q3 		$10.5K Buy
368
+2
+0.5% +$80 ﹤0.01% 713
2023
Q2 		$13.1K Buy
+366
New +$8.42K ﹤0.01% 663

Other funds holding UPST

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Versant Capital Management increased its Upstart Holdings (UPST) stake by 27% in Q2 2026, buying an estimated $18.9K and bringing the position to 2,905 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #912.

Versant Capital Management first reported a position in UPST in Q2 2023 and has held it in 13 quarters since. 39 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Versant Capital Management held 2,905 shares of Upstart Holdings worth $103K as of Q2 2026.
  • Versant Capital Management bought 612 Upstart Holdings shares in Q2 2026, an estimated $18.9K.
  • Upstart Holdings made up 0.01% of Versant Capital Management's portfolio in Q2 2026, its #912 holding.
  • Versant Capital Management first reported a position in Upstart Holdings in Q2 2023 and has held it in 13 quarters since.
  • 39 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.