Cerity Partners
UPST icon

Cerity Partners’s Upstart Holdings UPST Stock Holding History

Cerity 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
Q3 		– Sell
-3,391
Closed -$219K – 2876
2025
Q2 		$219K Sell
3,391
-3,028
-47% -$148K ﹤0.01% 2307
2025
Q1 		$295K Buy
6,419
+2,779
+76% +$173K ﹤0.01% 2023
2024
Q4 		$209K Buy
+3,640
New +$227K ﹤0.01% 2223
2022
Q2 		– Sell
-14,470
Closed -$1.58M – 1244
2022
Q1 		$1.58M Buy
14,470
+10,370
+253% +$1.19M 0.02% 371
2021
Q4 		$620K Buy
+4,100
New +$1.02M 0.01% 535

Other funds holding UPST

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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

Cerity Partners's UPST Position: Q3 2025 in Review

Cerity Partners sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,391 shares — an estimated $219K sold.

Cerity Partners first reported a position in UPST in Q4 2021 and held it in 5 quarters. The position peaked at $1.58M in Q1 2022. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Cerity Partners reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 3,391 Upstart Holdings shares in Q3 2025, an estimated $219K.
  • Cerity Partners first reported a position in Upstart Holdings in Q4 2021 and held it in 5 quarters.
  • Cerity Partners's Upstart Holdings position peaked at $1.58M in Q1 2022.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.