YDMI
UPST icon

Y.D. More Investments’s Upstart Holdings UPST Stock Holding History

Y.D. More Investments’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 		$13.1K Hold
370
– – ﹤0.01% 386
2026
Q1 		$9.49K Hold
370
– – ﹤0.01% 371
2025
Q4 		$16.6K Hold
370
– – ﹤0.01% 345
2025
Q3 		$18.8K Hold
370
– – ﹤0.01% 345
2025
Q2 		$23.9K Hold
370
– – ﹤0.01% 342
2025
Q1 		$17K Hold
370
– – ﹤0.01% 366
2024
Q4 		$22.8K Buy
+370
New +$23.1K ﹤0.01% 335

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

Y.D. More Investments's UPST Position: Q2 2026 in Review

Y.D. More Investments held its Upstart Holdings (UPST) position steady in Q2 2026 at 370 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Y.D. More Investments first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.9K in Q2 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Y.D. More Investments held 370 shares of Upstart Holdings worth $13.1K as of Q2 2026.
  • Y.D. More Investments left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #386 holding.
  • Y.D. More Investments first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
  • Y.D. More Investments's Upstart Holdings position peaked at $23.9K in Q2 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.