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Counterpoint Mutual Funds’s Upstart Holdings UPST Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-5,737
Closed -$291K – 497
2025
Q3 		$291K Buy
+5,737
New +$404K 0.02% 313
2025
Q2 		– Sell
-15,557
Closed -$716K – 448
2025
Q1 		$716K Buy
15,557
+5,218
+50% +$324K 0.1% 112
2024
Q4 		$637K Buy
+10,339
New +$644K 0.08% 108

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

Counterpoint Mutual Funds's UPST Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 5,737 shares — an estimated $291K sold.

Counterpoint Mutual Funds first reported a position in UPST in Q4 2024 and held it in 3 quarters. The position peaked at $716K in Q1 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 5,737 Upstart Holdings shares in Q4 2025, an estimated $291K.
  • Counterpoint Mutual Funds first reported a position in Upstart Holdings in Q4 2024 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Upstart Holdings position peaked at $716K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.