CAPTRUST Financial Advisors
UPST icon

CAPTRUST Financial Advisors’s Upstart Holdings UPST Stock Holding History

CAPTRUST Financial 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
-3,345
Closed -$216K – 2722
2025
Q2 		$216K Buy
+3,345
New +$164K ﹤0.01% 2249
2024
Q1 		– Sell
-5,766
Closed -$236K – 2656
2023
Q4 		$236K Buy
+5,766
New +$176K ﹤0.01% 2279
2022
Q3 		– Sell
-2,584
Closed -$82K – 3953
2022
Q2 		$82K Buy
2,584
+747
+41% +$44.5K ﹤0.01% 2365
2022
Q1 		$200K Buy
1,837
+830
+82% +$95.6K ﹤0.01% 1726
2021
Q4 		$152K Buy
1,007
+298
+42% +$74.4K ﹤0.01% 1841
2021
Q3 		$224K Buy
709
+659
+1,318% +$130K ﹤0.01% 1480
2021
Q2 		$6K Buy
+50
New +$6.15K ﹤0.01% 3802

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return