Jacobs Levy Equity Management
UPST icon

Jacobs Levy Equity Management’s Upstart Holdings UPST Stock Holding History

Jacobs Levy Equity 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
Q2 		– Sell
-23,230
Closed -$1.07M – 1173
2025
Q1 		$1.07M Sell
23,230
-3,187
-12% -$198K ﹤0.01% 796
2024
Q4 		$1.63M Sell
26,417
-20,901
-44% -$1.3M 0.01% 637
2024
Q3 		$1.89M Buy
47,318
+23,073
+95% +$767K 0.01% 615
2024
Q2 		$572K Buy
+24,245
New +$585K ﹤0.01% 821

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Goldman Sachs
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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Jacobs Levy Equity Management's UPST Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 23,230 shares — an estimated $1.07M sold.

Jacobs Levy Equity Management first reported a position in UPST in Q2 2024 and held it in 4 quarters. The position peaked at $1.89M in Q3 2024. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 23,230 Upstart Holdings shares in Q2 2025, an estimated $1.07M.
  • Jacobs Levy Equity Management first reported a position in Upstart Holdings in Q2 2024 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Upstart Holdings position peaked at $1.89M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.