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Atomi Financial Group’s Upstart Holdings UPST Stock Holding History

Atomi Financial Group’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
Q3 		– Sell
-12,834
Closed -$830K – 1241
2025
Q2 		$830K Buy
12,834
+127
+1% +$6.23K 0.03% 399
2025
Q1 		$585K Buy
12,707
+374
+3% +$23.3K 0.03% 466
2024
Q4 		$759K Sell
12,333
-46,410
-79% -$2.89M 0.04% 335
2024
Q3 		$2.35M Sell
58,743
-266
-0.5% -$8.85K 0.15% 118
2024
Q2 		$1.39M Buy
59,009
+406
+0.7% +$9.8K 0.1% 161
2024
Q1 		$1.58M Sell
58,603
-54
-0.1% -$1.6K 0.15% 136
2023
Q4 		$2.4M Buy
+58,657
New +$1.79M 0.33% 62

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Atomi Financial Group's UPST Position: Q3 2025 in Review

Atomi Financial Group sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 12,834 shares — an estimated $830K sold.

Atomi Financial Group first reported a position in UPST in Q4 2023 and held it in 7 quarters. The position peaked at $2.4M in Q4 2023. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Atomi Financial Group reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 12,834 Upstart Holdings shares in Q3 2025, an estimated $830K.
  • Atomi Financial Group first reported a position in Upstart Holdings in Q4 2023 and held it in 7 quarters.
  • Atomi Financial Group's Upstart Holdings position peaked at $2.4M in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.