Fuller & Thaler Asset Management
UPST icon

Fuller & Thaler Asset Management’s Upstart Holdings UPST Stock Holding History

Fuller & Thaler 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
Q4 		– Sell
-1,046,143
Closed -$53.1M – 543
2025
Q3 		$53.1M Buy
1,046,143
+34,029
+3% +$2.39M 0.18% 188
2025
Q2 		$65.5M Buy
1,012,114
+104,533
+12% +$5.13M 0.24% 153
2025
Q1 		$41.8M Buy
907,581
+197,876
+28% +$12.3M 0.16% 202
2024
Q4 		$43.7M Buy
+709,705
New +$44.2M 0.17% 195
2022
Q1 		– Sell
-311
Closed -$47K – 551
2021
Q4 		$47K Sell
311
-92,483
-100% -$23.1M ﹤0.01% 463
2021
Q3 		$29.4M Sell
92,794
-4,432
-5% -$874K 0.19% 137
2021
Q2 		$12.1M Buy
+97,226
New +$12M 0.08% 207

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 $6.76B AUM 88.1% 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 $1.37T AUM 24.88% 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 $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

Fuller & Thaler Asset Management's UPST Position: Q4 2025 in Review

Fuller & Thaler Asset Management sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 1,046,143 shares — an estimated $53.1M sold.

Fuller & Thaler Asset Management first reported a position in UPST in Q2 2021 and held it in 7 quarters. The position peaked at $65.5M in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Fuller & Thaler Asset Management reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 1,046,143 Upstart Holdings shares in Q4 2025, an estimated $53.1M.
  • Fuller & Thaler Asset Management first reported a position in Upstart Holdings in Q2 2021 and held it in 7 quarters.
  • Fuller & Thaler Asset Management's Upstart Holdings position peaked at $65.5M in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.