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Castleview Partners’s Upstart Holdings UPST Stock Holding History

Castleview Partners’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
-1,914
Closed -$116K – 543
2024
Q4 		$116K Sell
1,914
-257
-12% -$16K 0.06% 239
2024
Q3 		$86.9K Buy
2,171
+2,161
+21,610% +$71.9K 0.05% 246
2024
Q2 		$236 Hold
10
– – ﹤0.01% 877
2024
Q1 		$269 Hold
10
– – ﹤0.01% 859
2023
Q4 		$409 Hold
10
– – ﹤0.01% 812
2023
Q3 		$285 Hold
10
– – ﹤0.01% 652
2023
Q2 		$358 Hold
10
– – ﹤0.01% 670
2023
Q1 		$159 Hold
10
– – ﹤0.01% 661
2022
Q4 		$132 Hold
10
– – ﹤0.01% 621
2022
Q3 		$0 Sell
10
-63
-86% -$1.69K ﹤0.01% 763
2022
Q2 		$3.22K Buy
73
+63
+630% +$3.75K ﹤0.01% 592
2022
Q1 		$1K Sell
10
-1,503
-99% -$173K ﹤0.01% 686
2021
Q4 		$10 Buy
+1,513
New +$378K ﹤0.01% 948

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

Castleview Partners's UPST Position: Q1 2025 in Review

Castleview Partners sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 1,914 shares — an estimated $116K sold.

Castleview Partners first reported a position in UPST in Q4 2021 and held it in 13 quarters. The position peaked at $116K in Q4 2024. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • Castleview Partners reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,914 Upstart Holdings shares in Q1 2025, an estimated $116K.
  • Castleview Partners first reported a position in Upstart Holdings in Q4 2021 and held it in 13 quarters.
  • Castleview Partners's Upstart Holdings position peaked at $116K in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.