CVA Family Office’s Upstart Holdings UPST Stock Holding History

CVA Family Office’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	-13	Closed	-$660	–	1373
2025 Q3	$660	Hold	13	–	–	﹤0.01%	1192
2025 Q2	$841	Buy	+13	New	+$637	﹤0.01%	1122

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

CVA Family Office's UPST Position: Q4 2025 in Review

CVA Family Office sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 13 shares — an estimated $660 sold.

CVA Family Office first reported a position in UPST in Q2 2025 and held it in 2 quarters. The position peaked at $841 in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

CVA Family Office reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
CVA Family Office sold 13 Upstart Holdings shares in Q4 2025, an estimated $660.
CVA Family Office first reported a position in Upstart Holdings in Q2 2025 and held it in 2 quarters.
CVA Family Office's Upstart Holdings position peaked at $841 in Q2 2025.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on CVA Family Office's 13F filing for Q4 2025, filed 12 Jan 2026.