IAA
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Independent Advisor Alliance’s Upstart Holdings UPST Stock Holding History

Independent Advisor Alliance’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
-3,783
Closed -$245K – 982
2025
Q2 		$245K Sell
3,783
-1,642
-30% -$80.5K 0.01% 777
2025
Q1 		$250K Buy
5,425
+483
+10% +$30K 0.01% 707
2024
Q4 		$304K Sell
4,942
-214
-4% -$13.3K ﹤0.01% 1138
2024
Q3 		$206K Sell
5,156
-24,299
-82% -$808K 0.01% 655
2024
Q2 		$695K Buy
+29,455
New +$711K 0.02% 393
2024
Q1 		– Sell
-6,569
Closed -$268K – 739
2023
Q4 		$268K Buy
+6,569
New +$200K 0.01% 575
2023
Q3 		– Sell
-7,230
Closed -$259K – 702
2023
Q2 		$259K Sell
7,230
-84,185
-92% -$1.94M 0.01% 560
2023
Q1 		$1.45M Buy
+91,415
New +$1.54M 0.07% 235
2022
Q2 		– Sell
-13,436
Closed -$1.47M – 697
2022
Q1 		$1.47M Buy
+13,436
New +$1.55M 0.07% 227
2021
Q4 		– Sell
-913
Closed -$289K – 706
2021
Q3 		$289K Buy
+913
New +$180K 0.02% 499

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

Independent Advisor Alliance's UPST Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,783 shares — an estimated $245K sold.

Independent Advisor Alliance first reported a position in UPST in Q3 2021 and held it in 10 quarters. The position peaked at $1.47M in Q1 2022. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,783 Upstart Holdings shares in Q3 2025, an estimated $245K.
  • Independent Advisor Alliance first reported a position in Upstart Holdings in Q3 2021 and held it in 10 quarters.
  • Independent Advisor Alliance's Upstart Holdings position peaked at $1.47M in Q1 2022.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.