EAM Global Investors’s Upstart Holdings UPST Stock Holding History

EAM Global Investors’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 Q2	–	Sell	-61,551	Closed	-$2.83M	–	116
2025 Q1	$2.83M	Buy	+61,551	New	+$3.83M	0.77%	73
2021 Q4	–	Sell	-5,316	Closed	-$1.68M	–	268
2021 Q3	$1.68M	Buy	+5,316	New	+$1.05M	0.4%	118

Other funds holding UPST

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

EAM Global Investors's UPST Position: Q2 2025 in Review

EAM Global Investors sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 61,551 shares — an estimated $2.83M sold.

EAM Global Investors first reported a position in UPST in Q3 2021 and held it in 2 quarters. The position peaked at $2.83M in Q1 2025. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

EAM Global Investors reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
EAM Global Investors sold 61,551 Upstart Holdings shares in Q2 2025, an estimated $2.83M.
EAM Global Investors first reported a position in Upstart Holdings in Q3 2021 and held it in 2 quarters.
EAM Global Investors's Upstart Holdings position peaked at $2.83M in Q1 2025.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on EAM Global Investors's 13F filing for Q2 2025, filed 12 Aug 2025.