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BI Asset Management Fondsmaeglerselskab’s Upstart Holdings UPST Stock Holding History

BI Asset Management Fondsmaeglerselskab’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
-673
Closed -$34K – 727
2025
Q3 		$34K Hold
673
– – ﹤0.01% 688
2025
Q2 		$44K Hold
673
– – ﹤0.01% 690
2025
Q1 		$31K Sell
673
-1,837
-73% -$114K ﹤0.01% 885
2024
Q4 		$155K Buy
+2,510
New +$156K ﹤0.01% 703

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 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 $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab's UPST Position: Q4 2025 in Review

BI Asset Management Fondsmaeglerselskab sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 673 shares — an estimated $34K sold.

BI Asset Management Fondsmaeglerselskab first reported a position in UPST in Q4 2024 and held it in 4 quarters. The position peaked at $155K in Q4 2024. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • BI Asset Management Fondsmaeglerselskab reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • BI Asset Management Fondsmaeglerselskab sold 673 Upstart Holdings shares in Q4 2025, an estimated $34K.
  • BI Asset Management Fondsmaeglerselskab first reported a position in Upstart Holdings in Q4 2024 and held it in 4 quarters.
  • BI Asset Management Fondsmaeglerselskab's Upstart Holdings position peaked at $155K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q4 2025, filed 11 Feb 2026.