WIM
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Westside Investment Management’s Upstart Holdings UPST Stock Holding History

Westside Investment 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 		$86.8K Sell
2,450
-50
-2% -$1.54K 0.01% 461
2026
Q1 		$64K Hold
2,500
– – 0.01% 508
2025
Q4 		$113K Sell
2,500
-450
-15% -$20.7K 0.02% 374
2025
Q3 		$152K Sell
2,950
-100
-3% -$7.04K 0.02% 323
2025
Q2 		$203K Hold
3,050
– – 0.04% 255
2025
Q1 		$140K Hold
3,050
– – 0.03% 266
2024
Q4 		$188K Sell
3,050
-600
-16% -$37.4K 0.04% 241
2024
Q3 		$123K Sell
3,650
-400
-10% -$13.3K 0.03% 289
2024
Q2 		$95.5K Hold
4,050
– – 0.02% 313
2024
Q1 		$108K Hold
4,050
– – 0.03% 285
2023
Q4 		$165K Sell
4,050
-1,765
-30% -$53.7K 0.04% 233
2023
Q3 		$166K Hold
5,815
– – 0.05% 220
2023
Q2 		$214K Sell
5,815
-50
-0.9% -$1.15K 0.06% 198
2023
Q1 		$93.2K Buy
5,865
+880
+18% +$14.8K 0.03% 281
2022
Q4 		$20.7K Sell
4,985
-539
-10% -$10.4K 0.05% 168
2022
Q3 		$43.7K Buy
5,524
+620
+13% +$16.7K 0.1% 132
2022
Q2 		$131K Buy
4,904
+1,345
+38% +$80.1K 0.3% 74
2022
Q1 		$131K Buy
3,559
+3,420
+2,460% +$394K 0.29% 75
2021
Q4 		$21 Buy
139
+39
+39% +$9.74K ﹤0.01% 495
2021
Q3 		$31 Hold
100
– – ﹤0.01% 434
2021
Q2 		$12 Buy
+100
New +$12.3K ﹤0.01% 554

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

Westside Investment Management's UPST Position: Q2 2026 in Review

Westside Investment Management reduced its Upstart Holdings (UPST) stake by 2% in Q2 2026, selling an estimated $1.54K and leaving 2,450 shares worth $86.8K. The position accounts for 0.01% of the portfolio, ranked #461.

Westside Investment Management first reported a position in UPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $214K in Q2 2023. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Westside Investment Management held 2,450 shares of Upstart Holdings worth $86.8K as of Q2 2026.
  • Westside Investment Management sold 50 Upstart Holdings shares in Q2 2026, an estimated $1.54K.
  • Upstart Holdings made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #461 holding.
  • Westside Investment Management first reported a position in Upstart Holdings in Q2 2021 and has held it in 21 quarters since.
  • Westside Investment Management's Upstart Holdings position peaked at $214K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.