CM
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Crestline Management’s Upstart Holdings UPST Stock Holding History

Crestline 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
Q1 		– Sell
-10,004
Closed -$616K – 616
2024
Q4 		$616K Buy
10,004
+364
+4% +$22.7K 0.02% 498
2024
Q3 		$386K Buy
+9,640
New +$321K 0.02% 421
2021
Q4 		– Sell
-12,700
Closed -$4.02M – 271
2021
Q3 		$4.02M Buy
+12,700
New +$2.5M 0.38% 55

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Crestline Management's UPST Position: Q1 2025 in Review

Crestline Management sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 10,004 shares — an estimated $616K sold.

Crestline Management first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $4.02M in Q3 2021. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • Crestline Management reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 10,004 Upstart Holdings shares in Q1 2025, an estimated $616K.
  • Crestline Management first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
  • Crestline Management's Upstart Holdings position peaked at $4.02M in Q3 2021.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.