Gould Capital’s Upstart Holdings UPST Stock Holding History

Gould 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 Q4	–	Sell	-38	Closed	-$1.93K	–	219
2025 Q3	$1.93K	Hold	38	–	–	﹤0.01%	183
2025 Q2	$2.46K	Hold	38	–	–	﹤0.01%	181
2025 Q1	$1.75K	Hold	38	–	–	﹤0.01%	181
2024 Q4	$2.34K	Hold	38	–	–	﹤0.01%	178
2024 Q3	$1.52K	Hold	38	–	–	﹤0.01%	187
2024 Q2	$896	Hold	38	–	–	﹤0.01%	202
2024 Q1	$1.02K	Hold	38	–	–	﹤0.01%	185
2023 Q4	$1.55K	Hold	38	–	–	﹤0.01%	185
2023 Q3	$1.05K	Hold	38	–	–	﹤0.01%	185
2023 Q2	$1.36K	Hold	38	–	–	﹤0.01%	182
2023 Q1	$604	Hold	38	–	–	﹤0.01%	190
2022 Q4	$502	Hold	38	–	–	﹤0.01%	196
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	195
2022 Q2	$1K	Hold	38	–	–	﹤0.01%	215
2022 Q1	$4K	Buy	38 +8	+27%	+$922	﹤0.01%	167
2021 Q4	$5K	Buy	+30	New	+$7.49K	﹤0.01%	177

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gould Capital's UPST Position: Q4 2025 in Review

Gould Capital sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 38 shares — an estimated $1.93K sold.

Gould Capital first reported a position in UPST in Q4 2021 and held it in 16 quarters. The position peaked at $5K in Q4 2021. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

Gould Capital reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
Gould Capital sold 38 Upstart Holdings shares in Q4 2025, an estimated $1.93K.
Gould Capital first reported a position in Upstart Holdings in Q4 2021 and held it in 16 quarters.
Gould Capital's Upstart Holdings position peaked at $5K in Q4 2021.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Gould Capital's 13F filing for Q4 2025, filed 13 Feb 2026.