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Flaharty Asset Management’s Upstart Holdings UPST Stock Holding History

Flaharty Asset 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
Q2 		– Sell
-200
Closed -$9.21K – 467
2025
Q1 		$9.21K Buy
+200
New +$12.4K ﹤0.01% 336
2024
Q4 		– Sell
-200
Closed -$8K – 415
2024
Q3 		$8K Buy
+200
New +$6.65K ﹤0.01% 337
2023
Q4 		– Sell
-200
Closed -$5.71K – 432
2023
Q3 		$5.71K Buy
+200
New +$8.04K ﹤0.01% 359

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
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

Flaharty Asset Management's UPST Position: Q2 2025 in Review

Flaharty Asset Management sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 200 shares — an estimated $9.21K sold.

Flaharty Asset Management first reported a position in UPST in Q3 2023 and held it in 3 quarters. The position peaked at $9.21K in Q1 2025. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

  • Flaharty Asset Management reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 200 Upstart Holdings shares in Q2 2025, an estimated $9.21K.
  • Flaharty Asset Management first reported a position in Upstart Holdings in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Upstart Holdings position peaked at $9.21K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.