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Atria Investments’s Upstart Holdings UPST Stock Holding History

Atria 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
2025
Q3 		– Sell
-3,219
Closed -$208K – 2150
2025
Q2 		$208K Sell
3,219
-1,458
-31% -$71.5K ﹤0.01% 1908
2025
Q1 		$215K Buy
4,677
+455
+11% +$28.3K ﹤0.01% 1793
2024
Q4 		$260K Buy
+4,222
New +$263K ﹤0.01% 1665

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 $3.38T AUM 44.17% 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

Atria Investments's UPST Position: Q3 2025 in Review

Atria Investments sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,219 shares — an estimated $208K sold.

Atria Investments first reported a position in UPST in Q4 2024 and held it in 3 quarters. The position peaked at $260K in Q4 2024. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Atria Investments reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 3,219 Upstart Holdings shares in Q3 2025, an estimated $208K.
  • Atria Investments first reported a position in Upstart Holdings in Q4 2024 and held it in 3 quarters.
  • Atria Investments's Upstart Holdings position peaked at $260K in Q4 2024.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.