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Livermore
Livermore
ZHEN

First Trust Advisors LP

SEC CIK
0001125816
Latest filing
Aug 11, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by First Trust Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPST overviewAll 13F holders of UPSTFull Q2 2026 holdings

Shares (Q2 2026)
379,056
Value
$13.4M
% of portfolio
<0.1%
Quarters held
19
Since Q2 2021
Holdings of UPST by First Trust Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026379,056$13.4M<0.1%+5,601+1.5%AddedHolders
Q1 2026373,455$9.58M<0.1%+54,908+17.2%AddedHolders
Q4 2025318,547$13.9M<0.1%+81,416+34.3%AddedHolders
Q3 2025237,131$12.0M<0.1%−7,278−3.0%ReducedHolders
Q2 2025244,409$15.8M<0.1%+103,248+73.1%AddedHolders
Q1 2025141,161$6.50M<0.1%+7,879+5.9%AddedHolders
Q4 2024133,282$8.21M<0.1%−67,821−33.7%ReducedHolders
Q3 2024201,103$8.05M<0.1%−169,999−45.8%ReducedHolders
Q2 2024371,102$8.75M<0.1%−87,595−19.1%ReducedHolders
Q1 2024458,697$12.3M<0.1%+144,526+46.0%AddedHolders
Q4 2023314,171$12.8M<0.1%+78,863+33.5%AddedHolders
Q3 2023235,308$6.72M<0.1%+235,308NewHolders
Q2 20230$00.0%−22,420−100.0%Sold outHolders
Q1 202322,420$356.3K<0.1%−154,518−87.3%ReducedHolders
Q4 2022176,938$2.34M<0.1%+61,615+53.4%AddedHolders
Q3 2022115,323$2.40M<0.1%+115,323NewHolders
Q2 20220$00.0%−60,338−100.0%Sold outHolders
Q1 202260,338$6.58M<0.1%+763+1.3%AddedHolders
Q4 202159,575$9.01M<0.1%−28,346−32.2%ReducedHolders
Q3 202187,921$27.8M<0.1%+48,284+121.8%AddedHolders
Q2 202139,637$4.95M<0.1%+39,637NewHolders