Wilmington Savings Fund Society’s Upstart Holdings UPST Stock Holding History

Wilmington Savings Fund Society’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	$7.09K	Hold	200	–	–	﹤0.01%	1227
2026 Q1	$5.13K	Hold	200	–	–	﹤0.01%	1266
2025 Q4	$8.75K	Hold	200	–	–	﹤0.01%	1192
2025 Q3	$10.2K	Hold	200	–	–	﹤0.01%	1168
2025 Q2	$12.9K	Hold	200	–	–	﹤0.01%	1565
2025 Q1	$9.21K	Hold	200	–	–	﹤0.01%	1665
2024 Q4	$12.3K	Hold	200	–	–	﹤0.01%	1612
2024 Q3	$8K	Buy	+200	New	+$6.65K	﹤0.01%	1678

Other funds holding UPST

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

Wilmington Savings Fund Society's UPST Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Upstart Holdings (UPST) position steady in Q2 2026 at 200 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Wilmington Savings Fund Society first reported a position in UPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.9K in Q2 2025. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Wilmington Savings Fund Society held 200 shares of Upstart Holdings worth $7.09K as of Q2 2026.
Wilmington Savings Fund Society left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1227 holding.
Wilmington Savings Fund Society first reported a position in Upstart Holdings in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Upstart Holdings position peaked at $12.9K in Q2 2025.
367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.