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Coldstream Capital Management’s Upstart Holdings UPST Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,841
Closed -$84.7K – 3237
2025
Q1 		$84.7K Buy
+1,841
New +$114K ﹤0.01% 1439
2022
Q2 		– Sell
-3,052
Closed -$333K – 851
2022
Q1 		$333K Buy
3,052
+875
+40% +$101K 0.01% 528
2021
Q4 		$329K Buy
+2,177
New +$544K 0.01% 578

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
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
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Coldstream Capital Management's UPST Position: Q2 2025 in Review

Coldstream Capital Management sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 1,841 shares — an estimated $84.7K sold.

Coldstream Capital Management first reported a position in UPST in Q4 2021 and held it in 3 quarters. The position peaked at $333K in Q1 2022. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

  • Coldstream Capital Management reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,841 Upstart Holdings shares in Q2 2025, an estimated $84.7K.
  • Coldstream Capital Management first reported a position in Upstart Holdings in Q4 2021 and held it in 3 quarters.
  • Coldstream Capital Management's Upstart Holdings position peaked at $333K in Q1 2022.
  • 421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.