EAM Investors’s Upstart Holdings UPST Stock Holding History

EAM 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	-52,053	Closed	-$2.4M	–	353
2025 Q1	$2.4M	Sell	52,053 -33,503	-39%	-$2.08M	0.41%	123
2024 Q4	$5.27M	Buy	+85,556	New	+$5.33M	0.75%	26
2023 Q3	–	Sell	-38,250	Closed	-$1.37M	–	383
2023 Q2	$1.37M	Buy	+38,250	New	+$880K	0.25%	185

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

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

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

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

EAM Investors's UPST Position: Q2 2025 in Review

EAM Investors sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 52,053 shares — an estimated $2.4M sold.

EAM Investors first reported a position in UPST in Q2 2023 and held it in 3 quarters. The position peaked at $5.27M in Q4 2024. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

EAM Investors reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
EAM Investors sold 52,053 Upstart Holdings shares in Q2 2025, an estimated $2.4M.
EAM Investors first reported a position in Upstart Holdings in Q2 2023 and held it in 3 quarters.
EAM Investors's Upstart Holdings position peaked at $5.27M in Q4 2024.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

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