Gillson Capital’s Upstart Holdings UPST Stock Holding History

Gillson Capital’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 Q3	–	Sell	-35,000	Closed	-$2.26M	–	100
2025 Q2	$2.26M	Buy	+35,000	New	+$1.72M	0.17%	64

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

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Gillson Capital's UPST Position: Q3 2025 in Review

Gillson Capital sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 35,000 shares — an estimated $2.26M sold.

Gillson Capital first reported a position in UPST in Q2 2025 and held it in 1 quarter. The position peaked at $2.26M in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

Gillson Capital reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
Gillson Capital sold 35,000 Upstart Holdings shares in Q3 2025, an estimated $2.26M.
Gillson Capital first reported a position in Upstart Holdings in Q2 2025 and held it in 1 quarter.
Gillson Capital's Upstart Holdings position peaked at $2.26M in Q2 2025.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Gillson Capital's 13F filing for Q3 2025, filed 14 Nov 2025.