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Ardmore Road Asset Management’s Upstart Holdings UPST Stock Holding History

Ardmore Road Asset Management’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
2025
Q4 		– Sell
-20,000
Closed -$1.02M – 100
2025
Q3 		$1.02M Buy
+20,000
New +$1.41M 0.07% 64

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JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ardmore Road Asset Management's UPST Position: Q4 2025 in Review

Ardmore Road Asset Management sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 20,000 shares — an estimated $1.02M sold.

Ardmore Road Asset Management first reported a position in UPST in Q3 2025 and held it in 1 quarter. The position peaked at $1.02M in Q3 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Ardmore Road Asset Management reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Ardmore Road Asset Management sold 20,000 Upstart Holdings shares in Q4 2025, an estimated $1.02M.
  • Ardmore Road Asset Management first reported a position in Upstart Holdings in Q3 2025 and held it in 1 quarter.
  • Ardmore Road Asset Management's Upstart Holdings position peaked at $1.02M in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Ardmore Road Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.