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Brinker Capital Investments’s Upstart Holdings UPST Stock Holding History

Brinker Capital 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
-3,354
Closed -$217K – 2127
2025
Q2 		$217K Buy
+3,354
New +$164K ﹤0.01% 1856

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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

Brinker Capital Investments's UPST Position: Q3 2025 in Review

Brinker Capital Investments sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,354 shares — an estimated $217K sold.

Brinker Capital Investments first reported a position in UPST in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Brinker Capital Investments reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 3,354 Upstart Holdings shares in Q3 2025, an estimated $217K.
  • Brinker Capital Investments first reported a position in Upstart Holdings in Q2 2025 and held it in 1 quarter.
  • Brinker Capital Investments's Upstart Holdings position peaked at $217K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.