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Caldwell Sutter Capital’s Upstart Holdings UPST Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-25
Closed -$1.54K – 912
2024
Q4 		$1.54K Hold
25
– – ﹤0.01% 774
2024
Q3 		$1K Hold
25
– – ﹤0.01% 816
2024
Q2 		$590 Hold
25
– – ﹤0.01% 856
2024
Q1 		$672 Sell
25
-17
-40% -$503 ﹤0.01% 847
2023
Q4 		$1.72K Buy
42
+17
+68% +$518 ﹤0.01% 777
2023
Q3 		$714 Hold
25
– – ﹤0.01% 814
2023
Q2 		$895 Buy
+25
New +$575 ﹤0.01% 801

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Caldwell Sutter Capital's UPST Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 25 shares — an estimated $1.54K sold.

Caldwell Sutter Capital first reported a position in UPST in Q2 2023 and held it in 7 quarters. The position peaked at $1.72K in Q4 2023. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • Caldwell Sutter Capital reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 25 Upstart Holdings shares in Q1 2025, an estimated $1.54K.
  • Caldwell Sutter Capital first reported a position in Upstart Holdings in Q2 2023 and held it in 7 quarters.
  • Caldwell Sutter Capital's Upstart Holdings position peaked at $1.72K in Q4 2023.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.