WPG Advisers’s Upstart Holdings UPST Stock Holding History

WPG 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	$71	Hold	2	–	–	﹤0.01%	1536
2026 Q1	$51	Hold	2	–	–	﹤0.01%	1471
2025 Q4	$87	Hold	2	–	–	﹤0.01%	1465
2025 Q3	$102	Hold	2	–	–	﹤0.01%	1433
2025 Q2	$129	Hold	2	–	–	﹤0.01%	1414
2025 Q1	$92	Hold	2	–	–	﹤0.01%	1420
2024 Q4	$123	Buy	+2	New	+$125	﹤0.01%	1446

Other funds holding UPST

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WPG Advisers's UPST Position: Q2 2026 in Review

WPG Advisers held its Upstart Holdings (UPST) position steady in Q2 2026 at 2 shares worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

WPG Advisers first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $129 in Q2 2025. 168 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

WPG Advisers held 2 shares of Upstart Holdings worth $71 as of Q2 2026.
WPG Advisers left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1536 holding.
WPG Advisers first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Upstart Holdings position peaked at $129 in Q2 2025.
168 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.