HIM
UPST icon

Hillsdale Investment Management’s Upstart Holdings UPST Stock Holding History

Hillsdale Investment Management’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
-98,410
Closed -$5M – 763
2025
Q3 		$5M Buy
98,410
+8,970
+10% +$631K 0.15% 195
2025
Q2 		$5.78M Buy
89,440
+21,140
+31% +$1.04M 0.21% 116
2025
Q1 		$3.14M Buy
68,300
+5,700
+9% +$354K 0.16% 179
2024
Q4 		$3.85M Buy
+62,600
New +$3.9M 0.19% 143
2022
Q1 		– Sell
-2,380
Closed -$360K – 623
2021
Q4 		$360K Buy
2,380
+80
+3% +$20K 0.02% 393
2021
Q3 		$728K Buy
+2,300
New +$454K 0.06% 312

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Hillsdale Investment Management's UPST Position: Q4 2025 in Review

Hillsdale Investment Management sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 98,410 shares — an estimated $5M sold.

Hillsdale Investment Management first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $5.78M in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Hillsdale Investment Management reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 98,410 Upstart Holdings shares in Q4 2025, an estimated $5M.
  • Hillsdale Investment Management first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
  • Hillsdale Investment Management's Upstart Holdings position peaked at $5.78M in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.