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CIBC World Markets’s Upstart Holdings UPST Stock Holding History

CIBC World Markets’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 		$247K Buy
+5,640
New +$260K ﹤0.01% 1031
2025
Q2 		$671K Sell
10,378
-7,380
-42% -$362K ﹤0.01% 761
2025
Q1 		$817K Buy
17,758
+10,410
+142% +$647K 0.01% 770
2024
Q4 		$452K Buy
+7,348
New +$458K ﹤0.01% 763

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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIBC World Markets's UPST Position: Q4 2025 in Review

CIBC World Markets opened a new position in Upstart Holdings (UPST) in Q4 2025: 5,640 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in UPST as recently as Q2 2025.

CIBC World Markets first reported a position in UPST in Q4 2024 and has held it in 4 quarters since. The position peaked at $817K in Q1 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • CIBC World Markets held 5,640 shares of Upstart Holdings worth $247K as of Q4 2025.
  • Upstart Holdings was a new CIBC World Markets position in Q4 2025.
  • Upstart Holdings made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1031 holding.
  • CIBC World Markets first reported a position in Upstart Holdings in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Upstart Holdings position peaked at $817K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.