Wealthfront Advisers’s Upstart Holdings UPST Stock Holding History

Wealthfront Advisers’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	$226K	Buy	+6,385	New	+$197K	﹤0.01%	1056
2026 Q1	–	Sell	-8,032	Closed	-$351K	–	1101
2025 Q4	$351K	Buy	8,032 +2,329	+41%	+$107K	﹤0.01%	893
2025 Q3	$290K	Buy	5,703 +1,882	+49%	+$132K	﹤0.01%	909
2025 Q2	$247K	Buy	+3,821	New	+$187K	﹤0.01%	907
2021 Q4	–	Sell	-822	Closed	-$260K	–	777
2021 Q3	$260K	Buy	+822	New	+$162K	﹤0.01%	643

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealthfront Advisers's UPST Position: Q2 2026 in Review

Wealthfront Advisers opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,385 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings. This is a return to the name: Wealthfront Advisers previously reported a position in UPST as recently as Q4 2025.

Wealthfront Advisers first reported a position in UPST in Q3 2021 and has held it in 5 quarters since. The position peaked at $351K in Q4 2025. 228 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Wealthfront Advisers held 6,385 shares of Upstart Holdings worth $226K as of Q2 2026.
Upstart Holdings was a new Wealthfront Advisers position in Q2 2026.
Upstart Holdings made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #1056 holding.
Wealthfront Advisers first reported a position in Upstart Holdings in Q3 2021 and has held it in 5 quarters since.
Wealthfront Advisers's Upstart Holdings position peaked at $351K in Q4 2025.
228 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.