JWCA
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J.W. Cole Advisors’s Upstart Holdings UPST Stock Holding History

J.W. Cole 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
-4,777
Closed -$309K – 1595
2025
Q2 		$309K Buy
+4,777
New +$234K 0.01% 1132
2024
Q1 		– Sell
-11,425
Closed -$467K – 922
2023
Q4 		$467K Buy
+11,425
New +$348K 0.03% 511
2022
Q2 		– Sell
-2,122
Closed -$231K – 820
2022
Q1 		$231K Buy
2,122
+566
+36% +$65.2K 0.02% 706
2021
Q4 		$235K Buy
1,556
+268
+21% +$66.9K 0.02% 737
2021
Q3 		$408K Buy
+1,288
New +$254K 0.03% 290

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

J.W. Cole Advisors's UPST Position: Q3 2025 in Review

J.W. Cole Advisors sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 4,777 shares — an estimated $309K sold.

J.W. Cole Advisors first reported a position in UPST in Q3 2021 and held it in 5 quarters. The position peaked at $467K in Q4 2023. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • J.W. Cole Advisors reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 4,777 Upstart Holdings shares in Q3 2025, an estimated $309K.
  • J.W. Cole Advisors first reported a position in Upstart Holdings in Q3 2021 and held it in 5 quarters.
  • J.W. Cole Advisors's Upstart Holdings position peaked at $467K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.