YANKCOM Partnership’s Upstart Holdings UPST Stock Holding History

YANKCOM Partnership’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	–	Sell	-48	Closed	-$1.23K	–	382
2026 Q1	$1.23K	Hold	48	–	–	﹤0.01%	344
2025 Q4	$2.1K	Buy	+48	New	+$2.21K	﹤0.01%	348

Other funds holding UPST

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

BJF

Blue Jean Financial Albany, New York $144M AUM

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

YANKCOM Partnership's UPST Position: Q2 2026 in Review

YANKCOM Partnership sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 48 shares — an estimated $1.23K sold.

YANKCOM Partnership first reported a position in UPST in Q4 2025 and held it in 2 quarters. The position peaked at $2.1K in Q4 2025. 157 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

YANKCOM Partnership reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
YANKCOM Partnership sold 48 Upstart Holdings shares in Q2 2026, an estimated $1.23K.
YANKCOM Partnership first reported a position in Upstart Holdings in Q4 2025 and held it in 2 quarters.
YANKCOM Partnership's Upstart Holdings position peaked at $2.1K in Q4 2025.
157 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.