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 – 3952
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 $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

CAPTRUST Financial Advisors's UPST Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,345 shares — an estimated $216K sold.

CAPTRUST Financial Advisors first reported a position in UPST in Q2 2021 and held it in 7 quarters. The position peaked at $236K in Q4 2023. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,345 Upstart Holdings shares in Q3 2025, an estimated $216K.
  • CAPTRUST Financial Advisors first reported a position in Upstart Holdings in Q2 2021 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's Upstart Holdings position peaked at $236K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.