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 – 1490
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 – 1389
2023
Q4 		$262K Buy
+6,423
New +$196K ﹤0.01% 1102
2022
Q4 		– Sell
-17,566
Closed -$365K – 1339
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 $5.7T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return