CB
UPST icon

Commerce Bank’s Upstart Holdings UPST Stock Holding History

Commerce Bank’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
-3,675
Closed -$238K – 1253
2025
Q2 		$238K Buy
+3,675
New +$180K ﹤0.01% 1104
2025
Q1 		– Sell
-3,675
Closed -$226K – 1202
2024
Q4 		$226K Buy
+3,675
New +$229K ﹤0.01% 1114
2023
Q2 		– Sell
-30,942
Closed -$492K – 1214
2023
Q1 		$492K Buy
30,942
+1,575
+5% +$26.5K ﹤0.01% 813
2022
Q4 		$388K Buy
+29,367
New +$567K ﹤0.01% 887

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