Cresset Asset Management’s Upstart Holdings UPST Stock Holding History

Cresset Asset 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 Q4	–	Sell	-4,638	Closed	-$236K	–	1704
2025 Q3	$236K	Sell	4,638 -8	-0.2%	-$563	﹤0.01%	1355
2025 Q2	$301K	Sell	4,646 -426	-8%	-$20.9K	﹤0.01%	1131
2025 Q1	$233K	Sell	5,072 -677	-12%	-$42.1K	﹤0.01%	1452
2024 Q4	$354K	Sell	5,749 -15,795	-73%	-$985K	﹤0.01%	1265
2024 Q3	$862K	Buy	21,544 +6,065	+39%	+$202K	﹤0.01%	1237
2024 Q2	$365K	Buy	15,479 +5,506	+55%	+$133K	﹤0.01%	1609
2024 Q1	$268K	Buy	+9,973	New	+$295K	﹤0.01%	1641
2021 Q4	–	Sell	-896	Closed	-$283K	–	1304
2021 Q3	$283K	Buy	+896	New	+$177K	﹤0.01%	872

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cresset Asset Management's UPST Position: Q4 2025 in Review

Cresset Asset Management sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 4,638 shares — an estimated $236K sold.

Cresset Asset Management first reported a position in UPST in Q3 2021 and held it in 8 quarters. The position peaked at $862K in Q3 2024. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

Cresset Asset Management reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
Cresset Asset Management sold 4,638 Upstart Holdings shares in Q4 2025, an estimated $236K.
Cresset Asset Management first reported a position in Upstart Holdings in Q3 2021 and held it in 8 quarters.
Cresset Asset Management's Upstart Holdings position peaked at $862K in Q3 2024.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Cresset Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.