Jennison Associates
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Jennison Associates’s Upstart Holdings UPST Stock Holding History

Jennison Associates’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
Q4 		– Sell
-8,129
Closed -$413K – 637
2025
Q3 		$413K Sell
8,129
-3,253
-29% -$229K ﹤0.01% 548
2025
Q2 		$736K Buy
11,382
+205
+2% +$10.1K ﹤0.01% 517
2025
Q1 		$514K Buy
11,177
+2,078
+23% +$129K ﹤0.01% 550
2024
Q4 		$560K Buy
+9,099
New +$567K ﹤0.01% 544
2022
Q2 		– Sell
-6,621
Closed -$722K – 701
2022
Q1 		$722K Buy
+6,621
New +$763K ﹤0.01% 602

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Morgan Stanley
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Bank of America
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Geode Capital Management
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CS
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State Street
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Goldman Sachs
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Susquehanna International Group
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Jennison Associates's UPST Position: Q4 2025 in Review

Jennison Associates sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 8,129 shares — an estimated $413K sold.

Jennison Associates first reported a position in UPST in Q1 2022 and held it in 5 quarters. The position peaked at $736K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Jennison Associates reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Jennison Associates sold 8,129 Upstart Holdings shares in Q4 2025, an estimated $413K.
  • Jennison Associates first reported a position in Upstart Holdings in Q1 2022 and held it in 5 quarters.
  • Jennison Associates's Upstart Holdings position peaked at $736K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Jennison Associates's 13F filing for Q4 2025, filed 30 Jan 2026.