Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Upstart Holdings UPST Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	-262,000	Closed	-$12.1M	–	1228
2025 Q1	$12.1M	Hold	262,000	–	–	0.03%	367
2024 Q4	$16.1M	Buy	+262,000	New	+$16.3M	0.03%	334
2023 Q3	–	Sell	-93,525	Closed	-$3.35M	–	1283
2023 Q2	$3.35M	Hold	93,525	–	–	0.01%	480
2023 Q1	$1.49M	Hold	93,525	–	–	0.01%	646
2022 Q4	$1.24M	Hold	93,525	–	–	0.01%	847
2022 Q3	$1.94M	Hold	93,525	–	–	0.01%	709
2022 Q2	$2.96M	Hold	93,525	–	–	0.01%	628
2022 Q1	$10.2M	Sell	93,525 -22,600	-19%	-$2.6M	0.04%	313
2021 Q4	$17.6M	Buy	116,125 +22,600	+24%	+$5.65M	0.04%	303
2021 Q3	$29.6M	Sell	93,525 -1,028,624	-92%	-$203M	0.07%	172
2021 Q2	$140M	Sell	1,122,149 -1,100,000	-50%	-$135M	0.31%	55
2021 Q1	$235M	Hold	2,222,149	–	–	0.58%	25
2020 Q4	$74.3M	Buy	+2,222,149	New	+$91.2M	0.2%	94

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UPST Position: Q2 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 262,000 shares — an estimated $12.1M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UPST in Q4 2020 and held it in 13 quarters. The position peaked at $235M in Q1 2021. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 262,000 Upstart Holdings shares in Q2 2025, an estimated $12.1M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Upstart Holdings in Q4 2020 and held it in 13 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Upstart Holdings position peaked at $235M in Q1 2021.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2025, filed 13 Aug 2025.