Federated Hermes
UPST icon

Federated Hermes’s Upstart Holdings UPST Stock Holding History

Federated Hermes’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
-73,441
Closed -$3.73M – 2209
2025
Q3 		$3.73M Sell
73,441
-8,157
-10% -$574K 0.01% 797
2025
Q2 		$5.28M Buy
81,598
+76,693
+1,564% +$3.76M 0.01% 718
2025
Q1 		$226K Sell
4,905
-2,621
-35% -$163K ﹤0.01% 1470
2024
Q4 		$463K Buy
+7,526
New +$469K ﹤0.01% 1333
2021
Q4 		– Sell
-31,718
Closed -$10M – 2309
2021
Q3 		$10M Buy
+31,718
New +$6.26M 0.02% 640

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Federated Hermes's UPST Position: Q4 2025 in Review

Federated Hermes sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 73,441 shares — an estimated $3.73M sold.

Federated Hermes first reported a position in UPST in Q3 2021 and held it in 5 quarters. The position peaked at $10M in Q3 2021. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Federated Hermes reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Federated Hermes sold 73,441 Upstart Holdings shares in Q4 2025, an estimated $3.73M.
  • Federated Hermes first reported a position in Upstart Holdings in Q3 2021 and held it in 5 quarters.
  • Federated Hermes's Upstart Holdings position peaked at $10M in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Federated Hermes's 13F filing for Q4 2025, filed 12 Feb 2026.