HighTower Advisors
UPST icon

HighTower Advisors’s Upstart Holdings UPST Stock Holding History

HighTower 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 		– Sell
-3,197
Closed -$207K – 4072
2025
Q2 		$207K Buy
+3,197
New +$157K ﹤0.01% 3255
2024
Q1 		– Sell
-5,095
Closed -$206K – 4025
2023
Q4 		$206K Buy
+5,095
New +$155K ﹤0.01% 2988
2023
Q3 		– Sell
-8,316
Closed -$298K – 3758
2023
Q2 		$298K Buy
+8,316
New +$191K ﹤0.01% 2567
2022
Q2 		– Sell
-6,991
Closed -$765K – 3553
2022
Q1 		$765K Buy
6,991
+1,694
+32% +$195K ﹤0.01% 1911
2021
Q4 		$807K Buy
5,297
+2,278
+75% +$569K ﹤0.01% 1871
2021
Q3 		$959K Buy
+3,019
New +$595K ﹤0.01% 1678

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 $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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

HighTower Advisors's UPST Position: Q3 2025 in Review

HighTower Advisors sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,197 shares — an estimated $207K sold.

HighTower Advisors first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $959K in Q3 2021. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • HighTower Advisors reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • HighTower Advisors sold 3,197 Upstart Holdings shares in Q3 2025, an estimated $207K.
  • HighTower Advisors first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
  • HighTower Advisors's Upstart Holdings position peaked at $959K in Q3 2021.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.