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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return