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IEQ Capital’s Upstart Holdings UPST Stock Holding History

IEQ 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
Q2 		– Sell
-12,654
Closed -$582K – 2008
2025
Q1 		$582K Buy
12,654
+5,441
+75% +$338K ﹤0.01% 916
2024
Q4 		$444K Buy
7,213
+707
+11% +$44.1K ﹤0.01% 887
2024
Q3 		$260K Buy
+6,506
New +$216K ﹤0.01% 971
2024
Q1 		– Sell
-6,394
Closed -$261K – 1004
2023
Q4 		$261K Buy
+6,394
New +$195K ﹤0.01% 769
2023
Q3 		– Sell
-6,593
Closed -$236K – 968
2023
Q2 		$236K Sell
6,593
-4,643
-41% -$107K ﹤0.01% 763
2023
Q1 		$179K Buy
+11,236
New +$189K ﹤0.01% 829
2022
Q4 		– Sell
-12,735
Closed -$265K – 892
2022
Q3 		$265K Sell
12,735
-4,080
-24% -$110K 0.01% 692
2022
Q2 		$532K Sell
16,815
-4,748
-22% -$283K 0.02% 461
2022
Q1 		$2.35M Buy
21,563
+4,890
+29% +$563K 0.06% 186
2021
Q4 		$2.52M Buy
16,673
+9,458
+131% +$2.36M 0.06% 169
2021
Q3 		$2.28M Buy
+7,215
New +$1.42M 0.06% 165

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
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

IEQ Capital's UPST Position: Q2 2025 in Review

IEQ Capital sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 12,654 shares — an estimated $582K sold.

IEQ Capital first reported a position in UPST in Q3 2021 and held it in 11 quarters. The position peaked at $2.52M in Q4 2021. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

  • IEQ Capital reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 12,654 Upstart Holdings shares in Q2 2025, an estimated $582K.
  • IEQ Capital first reported a position in Upstart Holdings in Q3 2021 and held it in 11 quarters.
  • IEQ Capital's Upstart Holdings position peaked at $2.52M in Q4 2021.
  • 421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.