CIBC World Market
UPST icon

CIBC World Market’s Upstart Holdings UPST Stock Holding History

CIBC World Market’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
-5,683
Closed -$368K – 1487
2025
Q2 		$368K Buy
5,683
+956
+20% +$46.9K ﹤0.01% 1125
2025
Q1 		$218K Sell
4,727
-90
-2% -$5.59K ﹤0.01% 1252
2024
Q4 		$297K Buy
+4,817
New +$300K ﹤0.01% 1179
2024
Q1 		– Sell
-6,423
Closed -$262K – 1386
2023
Q4 		$262K Buy
+6,423
New +$196K ﹤0.01% 1102
2022
Q4 		– Sell
-17,566
Closed -$365K – 1335
2022
Q3 		$365K Buy
17,566
+3,994
+29% +$107K ﹤0.01% 962
2022
Q2 		$429K Sell
13,572
-924
-6% -$55K ﹤0.01% 923
2022
Q1 		$1.58M Buy
14,496
+9,169
+172% +$1.06M 0.01% 635
2021
Q4 		$806K Buy
5,327
+770
+17% +$192K ﹤0.01% 836
2021
Q3 		$1.44M Sell
4,557
-7,397
-62% -$1.46M ﹤0.01% 690
2021
Q2 		$1.49M Buy
+11,954
New +$1.47M ﹤0.01% 684

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

CIBC World Market's UPST Position: Q3 2025 in Review

CIBC World Market sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 5,683 shares — an estimated $368K sold.

CIBC World Market first reported a position in UPST in Q2 2021 and held it in 10 quarters. The position peaked at $1.58M in Q1 2022. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • CIBC World Market reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • CIBC World Market sold 5,683 Upstart Holdings shares in Q3 2025, an estimated $368K.
  • CIBC World Market first reported a position in Upstart Holdings in Q2 2021 and held it in 10 quarters.
  • CIBC World Market'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 CIBC World Market's 13F filing for Q3 2025, filed 6 Nov 2025.