Capstone Investment Advisors
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Capstone Investment Advisors’s Upstart Holdings UPST Stock Holding History

Capstone Investment Advisors’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
-4,239
Closed -$274K – 2078
2025
Q2 		$274K Buy
+4,239
New +$208K ﹤0.01% 1430
2024
Q2 		– Sell
-8,438
Closed -$227K – 2493
2024
Q1 		$227K Buy
+8,438
New +$250K ﹤0.01% 1963
2022
Q3 		– Sell
-3
Closed – – 1769
2022
Q2 		$0 Buy
+3
New +$179 ﹤0.01% 2128

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

Capstone Investment Advisors's UPST Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 4,239 shares — an estimated $274K sold.

Capstone Investment Advisors first reported a position in UPST in Q2 2022 and held it in 3 quarters. The position peaked at $274K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,239 Upstart Holdings shares in Q3 2025, an estimated $274K.
  • Capstone Investment Advisors first reported a position in Upstart Holdings in Q2 2022 and held it in 3 quarters.
  • Capstone Investment Advisors's Upstart Holdings position peaked at $274K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.