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Guerra Advisors’s Upstart Holdings UPST Stock Holding History

Guerra Advisors’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 		$279 Buy
+5
New +$352 ﹤0.01% 844

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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Guerra Advisors's UPST Position: Q3 2025 in Review

Guerra Advisors opened a new position in Upstart Holdings (UPST) in Q3 2025: 5 shares worth $279. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings.

412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Guerra Advisors held 5 shares of Upstart Holdings worth $279 as of Q3 2025.
  • Upstart Holdings was a new Guerra Advisors position in Q3 2025.
  • Upstart Holdings made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #844 holding.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.