CIBC Private Wealth Group’s Upstart Holdings UPST Stock Holding History

CIBC Private Wealth Group’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 Q4	$1.36K	Buy	31 +24	+343%	+$1.1K	﹤0.01%	2862
2025 Q3	$356	Sell	7 -5,000	-100%	-$352K	﹤0.01%	2911
2025 Q2	$324K	Buy	5,007 +4,903	+4,714%	+$240K	﹤0.01%	951
2025 Q1	$3.73K	Buy	104 +4	+4%	+$249	﹤0.01%	2534
2024 Q4	$5.92K	Sell	100 -45	-31%	-$2.81K	﹤0.01%	2424
2024 Q3	$5.8K	Sell	145 -9	-6%	-$299	﹤0.01%	2552
2024 Q2	$3.58K	Buy	154 +54	+54%	+$1.3K	﹤0.01%	2626
2024 Q1	$2.64K	Buy	+100	New	+$2.96K	﹤0.01%	2687
2022 Q2	–	Sell	-909	Closed	-$99K	–	1302
2022 Q1	$99K	Buy	+909	New	+$105K	﹤0.01%	1000
2021 Q3	–	Sell	-1,771	Closed	-$221K	–	1024
2021 Q2	$221K	Buy	+1,771	New	+$218K	﹤0.01%	978

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIBC Private Wealth Group's UPST Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Upstart Holdings (UPST) stake by 343% in Q4 2025, buying an estimated $1.1K and bringing the position to 31 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

CIBC Private Wealth Group first reported a position in UPST in Q2 2021 and has held it in 10 quarters since. The position peaked at $324K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

CIBC Private Wealth Group held 31 shares of Upstart Holdings worth $1.36K as of Q4 2025.
CIBC Private Wealth Group bought 24 Upstart Holdings shares in Q4 2025, an estimated $1.1K.
Upstart Holdings made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2862 holding.
CIBC Private Wealth Group first reported a position in Upstart Holdings in Q2 2021 and has held it in 10 quarters since.
CIBC Private Wealth Group's Upstart Holdings position peaked at $324K in Q2 2025.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.