ECM
UPST icon

EMC Capital Management’s Upstart Holdings UPST Stock Holding History

EMC Capital 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 		$543K Buy
11,050
+1,200
+12% +$55.3K 0.24% 23
2025
Q3 		$500K Buy
9,850
+1,250
+15% +$87.9K 0.24% 22
2025
Q2 		$556K Buy
8,600
+3,500
+69% +$172K 0.3% 14
2025
Q1 		$239K Hold
5,100
– – 0.14% 121
2024
Q4 		$314K Sell
5,100
-14,900
-75% -$929K 0.18% 90
2024
Q3 		$436K Buy
20,000
+13,700
+217% +$456K 0.29% 50
2024
Q2 		$145K Buy
6,300
+2,000
+47% +$48.3K 0.08% 203
2024
Q1 		$109K Buy
4,300
+600
+16% +$17.7K 0.07% 239
2023
Q4 		$151K Hold
3,700
– – 0.1% 180
2023
Q3 		$106K Buy
+3,700
New +$149K 0.08% 213

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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EMC Capital Management's UPST Position: Q4 2025 in Review

EMC Capital Management increased its Upstart Holdings (UPST) stake by 12% in Q4 2025, buying an estimated $55.3K and bringing the position to 11,050 shares worth $543K. The position accounts for 0.24% of the portfolio, ranked #23.

EMC Capital Management first reported a position in UPST in Q3 2023 and has held it in 10 quarters since. The position peaked at $556K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • EMC Capital Management held 11,050 shares of Upstart Holdings worth $543K as of Q4 2025.
  • EMC Capital Management bought 1,200 Upstart Holdings shares in Q4 2025, an estimated $55.3K.
  • Upstart Holdings made up 0.24% of EMC Capital Management's portfolio in Q4 2025, its #23 holding.
  • EMC Capital Management first reported a position in Upstart Holdings in Q3 2023 and has held it in 10 quarters since.
  • EMC Capital Management's Upstart Holdings position peaked at $556K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.